Sales Enablement and Quoting
Quoting, proposal, contract and sales enablement tools built for MSPs and IT solution providers, plus coaching and collateral for MSP sales teams.
This category lists 41 products that help MSPs sell: quoting and proposal software, contract and statement-of-work tools, sales intelligence, and coaching and collateral for MSP sales teams. Every product here is built for, or marketed to, MSPs and IT solution providers. General-purpose proposal tools with no MSP angle are left out.
Quoting tools are the biggest group. Salesbuildr quotes from your own catalog at distributor pricing, and accepted quotes land in Autotask, ConnectWise or HaloPSA, so nobody retypes the order. Kaseya Quote Manager handles quoting and procurement in one product. ConnectWise CPQ, QuoteWerks, Quoter, ITQuoter and Zomentum Grow do the same core job with different PSA ties, and Zomentum adds e-signatures and a CRM. Stock in the Channel's Quote Tool and VARStreet suit resellers who quote a lot of hardware; VARStreet's catalog draws on more than 50 distributors.
Bigger deals need more than a price list. ScopeStack writes statements of work and pushes them to ConnectWise or Autotask. ZenContract takes a quote through to a signed MSP contract, connected to Autotask, ConnectWise and HaloPSA. TurboDocx builds proposals and SOWs from ConnectWise PSA data and recorded calls, and DarcyIQ turns discovery meetings into SOWs and estimates. Aportio EzyCatalog and Givemefive help you package and price managed services before anyone quotes them.
Some tools help you find and open the deal. HighGround turns security reporting into structured offers, ThreatCaptain puts a client's cyber risk in financial terms, and BeeCastle Whitespace Prospecting pushes cross-sell opportunities into ConnectWise, HaloPSA or Autotask. For the people side, MSP Sales Revolution coaches MSP owners and reps, Runway Selling builds and runs an MSP's sales operation with a CRO-led team, Technology Marketing Toolkit runs an IT sales and marketing boot camp, and Marketopia sells campaigns and sales collateral written for MSPs.
When you compare quoting tools, check which distributors they price from, whether an accepted quote creates the opportunity, order and contract in your PSA, and how recurring services are billed after the sale.
Products
41Document generation, quote and e-signature tool with AI agents in Slack and Teams and standalone TurboSign e-signatures.
Membrain Flows is an add-on that provides structured workflows to guide sales reps through complex sales processes.
CRM with sales enablement that adds benchmarks, customized sales processes and embedded content in daily workflows.
Two-day MSP training held inside CharTec's own operating MSP, with live department walkthroughs and leadership meetings.
Membrain Elevate, a coaching and professional development tool that helps sales managers see, coach and grow their team.
Zomentum's AI revenue platform for service businesses: create proposals, send quotes, collect payments, and track deals with an MSP-ready CRM.
Sales and security reporting platform for MSPs that structures offers, builds proposals clients understand, and improves cybersecurity reporting.
MSP coaching program built on the Business Growth & Risk System, which reprices existing client agreements to add recurring revenue.
DarcyIQ – MCP Darcy is an AI-powered revenue acceleration platform specifically designed for B2B services companies and consulting firms. As an intelligent assistant, Darcy transforms the entire consu
Binox is a SaaS solution built by MSPs of data, insights, and integrations to help MSPs identify, engage, quote and close more deals all within one platform.
GlassHive addresses the sales and marketing needs of business by using intuitive tools, pre-built content, insightful data, and automation. It was created to be a platform that unites sales, marketing
Kaseya quoting software for MSPs that builds proposals and automates hardware and service procurement.
There is no doubt about it: Robin Robins, and the team at Technology Marketing Toolkit, have helped more MSPs and IT services businesses to double – even triple – sales, profits and MRR growth than
Downloadable sell sheets, presentations, proposals and marketing toolkits for MSPs.
Mindmatrix marketing and sales programme for MSPs with campaigns, content and sales enablement tools.
Quoting, service catalog and pipeline for MSPs, synced two ways with Autotask, ConnectWise and HaloPSA.
Sales enablement platform for MSPs that translates cyber risk into financial terms and business language across the client lifecycle.
Finds service gaps and underbilling per customer from PSA and contract data, and drafts the upsell proposal.
Aportio catalogue tool for IT providers that makes complex solutions easy to quote and sell.
Membrain Content Hub is an add-on that provides a centralized repository for sales and marketing content, enabling reps to easily find and share relevant materials.
Supercharge your growth with upsell and cross-sell opportunities powered by AI-supported whitespace.
Conference for CEOs and leaders of MSPs, MSSPs, VARs and IT services firms, with sessions on marketing, leadership, sales, hiring and management.
DarcyIQ's AI-powered proposal generation creates technical proposals, SOWs, architecture diagrams, and branded presentations from meeting insights.
Quoting and CPQ software for businesses selling products, services, and configurable solutions that connects product catalogs, pricing, and CRM data.
- Quote Tool Stock in the Channel
- Bizzity Bizzity
- Central Office TechGrid
- Connectwise CPQ ConnectWise
- Revenue Management TekStack
- Adaptive Catalog Adaptive Catalog
- VARCommerce VARCommerce
- VARStreet VARStreet
- ZenContract ZenContract
- Givemefive Givemefive
- Quoter Quoter Software Inc.
- Quoting & Proposals ITQuoter
- ScopeStack Scopestack
- Sales Dashboards BeeCastle
- AI Monetization Launchpad MSP Sales Revolution
- S.M.A.R.T. System Mentorship MSP Sales Revolution
- Runway Selling Runway Selling