Proposal & Quote Software
This category is about getting proposals and quotes out the door quickly and accurately. You will find 38 products here that automate the sales process, from initial quote generation to contract signing. These tools help MSPs standardize pricing and present a professional image to clients.
When evaluating these solutions, consider how much control you need over pricing and product libraries. Some, like Quotient's Price Item Library, focus on consistent pricing for frequently used items. Others, such as Mimiran's Proposal Automation, emphasize making the entire proposal creation and e-signing workflow more efficient. Pick tools that reduce manual data entry.
Many tools integrate with your core PSA. Salesbuildr connects with Halo PSA, Autotask PSA, and ConnectWise PSA, offering a public API for further customization. ZenContract also integrates with both Autotask PSA and ConnectWise PSA. HighGround works with ConnectWise PSA. VARCommerce and iBiz10 both integrate with Autotask PSA. Salesforce, which integrates with Halo PSA, offers an AI assistant to track leads.
Products
36
DarcyIQ's AI-powered proposal generation creates technical proposals, SOWs, architecture diagrams, and branded presentations from meeting insights.
MSP Beans assists with client project quoting to ensure accurate and timely proposals for IT projects.
Automate the creation, sending, and e-signing of sales proposals to streamline the sales process.
Bizzity provides proposal and document generation tools with features for sales tax handling and customizable blocks to create pixel-perfect proposals.
Build quotes with up-to-date stock, personalised prices and full product descriptions. Add services, customise margins and send to your customer in seconds. Designed especially for MSPs & VARs.
QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes all of which ultimately saves you time and money.
Your customers are going to love Quotient too For them, the magic starts when they receive an email with a personalized link to view their quote. Your quote will open and look fantastic on any device, there’s nothing to download or install.
A platform designed for Managed Service Providers (MSPs) to automate and streamline their quoting process, from generating professional proposals to collecting payments and e-signatures.
The modern way to create, send, and track documents. No more endless email attachments, embarrassing typos, and deals falling through the cracks. Automate your sales process and always follow up at the right time.
Bizzity is Proposals...With Benefits! Bizzity is a revenue growth platform that helps MSPs create proposals in a New York minute and track changes allowing them to boost their revenue and focus on what matters most.
TechGrid's product, Central Office, is software that reimagines the fragmented and manual IT sales process to increase revenue and drive better customer experiences.
Deliver professional on-site proposals fast. Easily add items with measures, get instant pricing & attractive estimates. Real-time job profitability insights, input costs for labor, materials & see profit. Adjust detailed or summarized estimates.
Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time.
ConnectWise CPQ (Configure, Price, Quote) automates and streamlines the sales process for MSPs. It enables the creation of accurate and professional quotes, simplifies product configuration, and accelerates sales cycles, ultimately helping MSPs win more business and improve profitability.
Improve your Deal Desk Process Reduce revenue mistakes with integrated quoting, invoicing, and renewal processes. Manage and track key subscription information like ARR and Net Retention.
HighGround is your cybersecurity sales assistant, built by an MSP in Scotland who knows how difficult it is to tell cybersecurity to small businesses. Whether you're an owner, account manager or sales executive, HighGround is here to help you: save time writing proposals your customers don't readshow the business value in investing in your cybersecurity services increase your MSPs cybersecurity sales reduce your MSPs liabilities associated with your your customers poor security decisionsshow prospects you are a security-first MSP So go on, sign up for a free trial or book a demo at https://www.highground.io and use it with a real customer - the results will speak for themselves.
ChannelOnline 1WorldSync’s ChannelOnline™ is a hosted application with an ecommerce storefront that automates the complete sales cycle from quote to purchase order. With ChannelOnline, IT resellers ca
Storefront Adaptive Catalog is the solution to all your product search and quoting frustrations. It’s the one stop destination for MSPs to offer your customers a curated set of hardware, software, and
Since its foundation in 2004, the cop software + services GmbH & Co. KG has been a successful service provider and software developer in the eCommerce environment. The company’s services range from fa
Instant Quoting Create quotes with dynamic prices from your suppliers, convert quotes to orders, find the best way to source the items, customizable quote PDFs, and online info generated. Integration
EGIS Channel procurement and information platform Synaxon provides services that help MSP partner companies to buy better, sell more and reduce their operating costs. EGIS streamlines procurement and
STELLR SYNNEX brings the most relevant technology solutions to the IT and consumer electronics markets to help our partners sustainably grow their business. We are passionate about helping our partner
Optimize for Autotask VARCommerce: The Platform Built by a VAR for VARs – Born from the operational challenges of a top Technology Solution Provider, VARCommerce is a unified platform designed to elim
VARStreet is the leading provider of on-demand B2B, B2G and B2C e-commerce and quoting software solutions for IT and office supplies manufacturers, distributors, VARs, system integrators and other cha
MSP Quoting Software for Streamlined Sales and Procurement. Revolutionize sales with Kaseya Quote Manager. Transform your sales process. Streamline quoting, procurement and boost revenue. Your strategic advantage in sales awaits.
ConnectWise CPQ is a great tool that you've likely invested plenty of time and money into, but it can often times easily become overcomplicated and unintuitive if it isn't setup correctly. If you're l
Arrow and ConnectWise have teamed up to provide you with innovative new integrations that drive ease of doing business through real-time pricing and availability and custom quote import from Arrow’s s
Quotient's Price Item library allows users to save and quickly access frequently used products or services, ensuring consistent pricing across the team and speeding up the quoting process.
TurboDocx Templating helps MSPs automate client-facing documents like proposals, statements of work, onboarding guides, and presentations. We connect directly to your CRM, project management tools, PSA, spreadsheets, Quotes, and even meeting transcripts—pulling in the data you already have to generate polished, on-brand documents instantly. No more retyping. No more formatting. Every document is ready to send, and with TurboSign built in, your clients can review and sign without ever leaving the platform. From draft to signature—TurboDocx handles it all.
ZenContract contract management suite for MSPs. Fully integrated with your PSA, the Zen suite allows you to build a contract from a range of templates, digitally send & sign, then manage & renew with ease.
Salesbuildr is the ultimate sales and revenue platform for growing MSPs. Our solution streamlines what you sell, how you sell, and who you sell to, helping you overcome common sales challenges like lack of insights and inefficient resource allocation. Key features include centralized CRM integration, automated portfolio management, comprehensive sales pipeline tracking, and an advanced template library. With Salesbuildr, you save time, generate accurate proposals, and impress customers. Start your free trial today and transform your sales process. Visit our website for more details and pricing.
EzyCatalog makes selling complex solutions easy. Built by IT professionals for IT professionals, it replaces the messy spreadsheets and tribal knowledge that slow down MSPs. EzyCatalog gives your sales team instant access to clear, accurate service info - no more chasing pre-sales or digging through files. Just fast, confident answers for your customers. MSPs using structured pricing, robust catalogues, and clear discovery processes sell 20–30% faster, win more deals, and protect their margins. Don’t have a polished Service Catalogue yet? No problem - Aportio’s team can help you build one. Integrated into your CRM and Operations systems, EzyCatalog brings it all together in one enterprise-grade platform.
Win more with web-based proposals that stand out and deliver world-class buyer experiences.
ITQuoter is a cloud-based CPQ (Configure, Price, Quote) software designed to streamline the quote-to-cash process for MSPs and other tech companies. It offers a comprehensive and easy-to-use platform to improve productivity and profitability by simplifying and automating the creation of quotes and proposals.
With Propeller, your sales and services teams have all the tools to quickly and accurately compile quotes.
ScopeStack combines your pricing and Level of Effort (LoE) data to automatically generate polished proposals, estimates, or Scopes of Work. Designed specifically for managed service providers and value-added resellers in the IT industry, our CPQ software streamlines your pre-sales process with efficiency, consistency, and accuracy.