10 Best Quoting Software Tools for MSPs and IT Service Providers

Managing quotes, proposals, and contracts is a critical part of running a successful MSP or IT services business. The right quoting software can transform how you engage with clients, close deals faster, and scale your operations.

Whether you're looking for CPQ functionality, IT-specific features, or seamless PSA/CRM integration, this guide covers the top quoting software solutions designed to help technology service providers work smarter.

Best quoting software for MSPs

1. Zomentum
2. ConnectWise CPQ
3. PandaDoc
4. Salesforce CPQ
5. Quoter
6. QuoteWerks
7. Syncro
8. BrightGauge Quotes
9. Datto Autotask CPQ
10. Rapid Fire Tools

What is quoting software?

Quoting software (often called CPQ - Configure, Price, Quote) helps businesses create professional quotes and proposals quickly and accurately. For MSPs and IT service providers, these tools go beyond basic document generation - they integrate with distributors, automate pricing from your tech stack, and connect directly to PSA and CRM platforms.

There are generally two types of quoting tools:

Quote builders provide drag-and-drop editors, customizable templates, and multimedia options to design professional proposals from scratch. They offer maximum flexibility but require more hands-on work.

CPQ compilers automatically generate quotes based on product selections from your catalog. You select items, apply pricing rules, and the system produces a formatted proposal instantly. Less customization, but much faster turnaround.

Many modern solutions blend both approaches, giving admins control over templates and branding while letting sales teams quickly populate quotes with products and services.

What is the difference between quoting software and CPQ?

While both help generate quotes, CPQ is more advanced and designed for complex product configurations:

Quoting Software

• Creates and sends quotes or proposals
• Best for simple products/services
• Uses basic price lists
• Limited configuration rules
• Light automation (templates, sending)
• Basic integrations (CRM, documents)

CPQ Software

• Manages the full configure → price → quote workflow
• Built for complex, configurable offerings
• Applies dynamic pricing rules and product logic
• Enforces dependencies, compatibility, and bundling rules
• Heavy automation (configuration, approvals, renewals)
• Deep integrations (PSA, CRM, distributor, billing)

For MSPs selling recurring services, hardware, software licenses, and professional services in complex bundles, CPQ is typically the better choice.

Key features to look for in MSP quoting software

When evaluating quoting software for your MSP, prioritize tools that streamline your sales process and integrate with your existing tech stack. Here are the must-have features:

• Vendor and distributor integrations: Direct connections to Ingram Micro, Tech Data, Pax8, and other distributors for real-time pricing and availability
• PSA/CRM integration: Sync with ConnectWise, Autotask, HubSpot, Salesforce, and other platforms to maintain a single source of truth
• Recurring revenue support: Built-in capabilities for MRR/ARR pricing, subscription management, and renewal tracking
• Product catalog management: Centralized catalog with hardware, software, and services that updates automatically
• Automated margin calculations: Instant visibility into cost, markup, and profit margins
• Professional templates: IT-focused proposal templates that showcase your value proposition
• eSignature: Allow clients to review and sign quotes without leaving the platform
• Approval workflows: Set rules for discounts, pricing exceptions, or deal sizes that require manager approval
• Analytics and reporting: Track quote performance, win rates, and sales velocity

Benefits of quoting software for MSPs

Quoting software delivers tangible benefits that directly impact your bottom line:

• Faster quote turnaround: Reduce quote creation time from hours to minutes
• Improved accuracy: Eliminate pricing errors and margin miscalculations
• Better client experience: Professional, interactive proposals that stand out
• Increased win rates: Respond to opportunities faster with accurate, polished quotes
• Streamlined renewals: Automate recurring revenue opportunities
• Real-time distributor pricing: Never quote outdated pricing again
• Enhanced visibility: Track quote status, client engagement, and pipeline health
• Scalability: Handle more quotes without adding headcount

How to choose the best quoting software for your MSP

Selecting the right quoting software depends on your business size, tech stack, and sales complexity. Consider these factors:

Integration with your existing tools

Your quoting software should connect seamlessly with your PSA (ConnectWise, Autotask, Syncro), CRM (HubSpot, Salesforce), and distributor partners. Native integrations eliminate double data entry and keep your systems in sync.

Recurring revenue management

If you sell managed services, cloud solutions, or software subscriptions, choose a platform built for recurring revenue. Look for MRR tracking, automated renewals, and subscription management features.

Vendor and distributor support

Direct integrations with major distributors mean accurate, real-time pricing. Verify which vendors and distributors are supported before committing.

Ease of use

Your sales team needs a tool they can adopt quickly. Look for intuitive interfaces, customizable templates, and minimal training requirements.

Pricing transparency

Understand the total cost of ownership. Some platforms charge per user, others per quote or transaction. Factor in setup fees, training costs, and integration expenses.

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1. Zomentum

Our rating: 4.9/5

G2 rating: 4.6/5

Standout features: Distributor integrations, PSA sync, recurring revenue management, client portals, proposal automation

Pricing: Contact for pricing

G2 review: "Zomentum has been a game-changer for our MSP. The distributor integrations mean we always have accurate pricing, and the proposal templates help us look professional every time. Our sales cycle has shortened significantly since implementation."

Summary

Zomentum is purpose-built for MSPs and IT service providers. The platform combines sales enablement, proposal automation, and client relationship management in one streamlined solution.

What sets Zomentum apart is its deep understanding of the MSP sales process. Native integrations with major distributors like Ingram Micro, and Tech Data ensure you're always quoting current pricing. The platform automatically calculates margins, applies your markup rules, and generates professional proposals that showcase your value.

Zomentum's recurring revenue management features make it easy to track MRR/ARR, automate renewals, and identify upsell opportunities. The client portal gives customers visibility into their services and invoices, reducing support inquiries.

Integration with popular PSA platforms (ConnectWise, Autotask) and CRMs (HubSpot, Salesforce) means Zomentum fits naturally into your existing workflow. Sales reps can create quotes in minutes using pre-built templates while maintaining brand consistency.

The platform also includes deal pipeline management, activity tracking, and analytics so you can see exactly where deals stand and identify bottlenecks.

For MSPs looking to professionalize their sales process and accelerate growth, Zomentum delivers the right mix of automation, integration, and usability.

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2. ConnectWise CPQ

Our rating: 4.5/5

G2 rating: 4.0/5

Standout features: Deep ConnectWise integration, vendor pricing, product catalogs, margin management

Pricing: Contact for pricing

G2 review: "ConnectWise CPQ integrates perfectly with our PSA, which eliminates a lot of manual data entry. The vendor catalog is comprehensive, though the UI could be more modern."

Summary

ConnectWise CPQ (formerly ConnectWise Sell) is designed specifically for MSPs using the ConnectWise ecosystem. If you're already using ConnectWise Manage, this CPQ tool offers seamless integration that keeps quotes, opportunities, and customer data synchronized.

The platform provides access to a massive product catalog with pricing from major distributors and manufacturers. You can configure complex solutions, apply custom pricing rules, and generate branded proposals.

ConnectWise CPQ excels at managing recurring revenue with subscription tracking and automated renewals. The approval workflows ensure pricing consistency and margin protection across your sales team.

However, the user interface feels dated compared to newer competitors, and the learning curve can be steep for new users. The pricing model can also be complex with various add-ons.

For MSPs deeply invested in the ConnectWise ecosystem, this is a natural choice. For those using other PSAs or seeking a more modern experience, alternatives may be worth considering.

3. PandaDoc

Our rating: 4.8/5

G2 rating: 4.7/5

Standout features: Beautiful templates, interactive pricing tables, document analytics, eSignature, workflow automation

Pricing: Free eSign, Essentials at $19/user/month, Business at $49/user/month, Enterprise (custom pricing)

G2 review: "PandaDoc makes creating professional proposals incredibly easy. The templates are beautiful, the editor is intuitive, and clients love the interactive pricing tables. The analytics show us exactly when clients view our proposals."

Summary

PandaDoc is a versatile document automation platform that works well for MSPs and IT service providers. While not MSP-specific, it offers powerful features that streamline the entire proposal process.

The drag-and-drop editor makes it easy to create stunning proposals with images, videos, and interactive pricing tables. Clients can select options, adjust quantities, and see pricing update in real-time. The built-in eSignature functionality means deals can be closed without leaving the platform.

PandaDoc integrates with popular CRMs like HubSpot, Salesforce, and Pipedrive, plus payment processors like Stripe for collecting deposits or full payment upon signature.

The document tracking and analytics are particularly valuable - you'll see exactly when a client opens your proposal, how long they spent on each section, and whether they forwarded it to others.

For MSPs that want beautiful, client-friendly proposals with strong document workflow capabilities, PandaDoc is an excellent choice. The trade-off is that you won't get MSP-specific features like distributor integrations or PSA syncing out of the box.

4. Salesforce CPQ

Our rating: 4.6/5

G2 rating: 4.2/5

Standout features: Powerful configuration engine, guided selling, approval workflows, renewal management

Pricing: CPQ at $75/user/month, CPQ Plus at $150/user/month

G2 review: "Salesforce CPQ handles our complex product bundles and dependencies well. The configuration rules prevent incompatible product combinations. However, it requires significant setup and ongoing maintenance."

Summary

Salesforce CPQ (part of Revenue Cloud) is an enterprise-grade solution designed for complex sales scenarios. For larger MSPs or IT service providers with sophisticated product offerings, it provides the horsepower to handle intricate configurations.

The guided selling feature helps reps recommend the right solutions by asking qualifying questions. The pricing engine can handle complex rules including volume discounts, partner pricing, and promotional offers.

Integration with Salesforce CRM is seamless, providing a unified view of customers, opportunities, and quotes. The approval workflows prevent pricing errors and margin erosion.

The downsides are significant: Salesforce CPQ is expensive, complex to implement, and requires ongoing administration. Small to mid-sized MSPs will likely find the cost and complexity prohibitive.

If you're already heavily invested in Salesforce and have complex product configurations, Salesforce CPQ makes sense. Otherwise, more MSP-focused alternatives offer better value.

5. Quoter

Our rating: 4.7/5

G2 rating: 4.8/5

Standout features: MSP-focused, distributor integrations, margin calculators, IT product templates

Pricing: Starter at $70/month (1 user), Professional at $140/month (3 users), Business at $350/month (10 users)

G2 review: "Quoter understands the MSP business model. The distributor pricing updates automatically, and the templates are designed for IT services. Much better than generic proposal tools."

Summary

Quoter is built specifically for IT service providers and understands the nuances of technology sales. The platform offers direct integrations with major distributors, ensuring your quotes always reflect current pricing and availability.

Creating quotes is fast and intuitive. Select products from your catalog, apply your markup, and generate professional proposals. The built-in margin calculators help maintain profitability across deals.

Quoter's templates are designed for IT services, making it easy to present managed services, hardware, software, and professional services in a clear, professional format.

The platform also includes opportunity tracking, pipeline management, and sales reporting so you can monitor performance and identify trends.

Quoter doesn't integrate as deeply with PSA platforms as some competitors, which may require manual data transfer for won deals. The pricing is transparent and affordable for small to mid-sized MSPs.

For MSPs seeking an affordable, IT-focused quoting tool without enterprise complexity, Quoter hits the sweet spot.

6. QuoteWerks

Our rating: 4.4/5

TrustRadius rating: 9.1/10

Standout features: Extensive integrations, product databases, customizable layouts

Pricing: Standard at $15/user/month, Professional at $21/user/month, Corporate at $30/user/month

TrustRadius review: "QuoteWerks has been around forever and it shows - both in its comprehensive features and its dated interface. It gets the job done with extensive integrations, but the learning curve is real."

Summary

QuoteWerks is a veteran in the quoting software space with a long history serving MSPs and IT resellers. The platform offers deep integrations with PSA platforms (ConnectWise, Autotask, Tigerpaw), CRMs, accounting systems, and distributors.

The product database is extensive, pulling from multiple distributor sources to ensure accurate pricing. You can create complex quotes with multiple sections, optional items, and detailed descriptions.

However, QuoteWerks feels dated compared to modern alternatives. The Windows-based interface uses traditional menus and tables rather than contemporary UX patterns. Many users report a steep learning curve and extensive configuration required to optimize the platform.

That said, QuoteWerks is reliable, feature-rich, and affordable. For MSPs comfortable with a more traditional software approach and needing extensive customization options, it remains a solid choice.

7. Syncro

Our rating: 4.3/5

G2 rating: 4.6/5

Standout features: All-in-one PSA/RMM/CPQ, ticketing, invoicing, payments

Pricing: Professional at $129/technician/month, Premium at $219/technician/month, Enterprise (custom)

G2 review: "Syncro combines our PSA, RMM, and quoting in one platform. For a smaller MSP, this consolidation saves money and reduces complexity. The quoting features are solid if not as advanced as dedicated CPQ tools."

Summary

Syncro is an all-in-one platform combining PSA, RMM, and billing functionality. For smaller MSPs looking to consolidate their tech stack, Syncro offers compelling value by including quoting capabilities within a comprehensive platform.

The quoting features let you create estimates and proposals directly within the PSA workflow. You can pull products from your catalog, apply markup, and send professional quotes to clients. Once approved, quotes convert to invoices seamlessly.

Syncro integrates with major distributor pricing feeds, though not as extensively as dedicated CPQ tools. The client portal gives customers visibility into quotes, tickets, and invoices in one place.

The trade-off is that Syncro's quoting capabilities aren't as advanced as standalone CPQ solutions. You won't get the sophisticated product configurators or extensive distributor integrations that specialized tools provide.

For MSPs seeking an affordable, integrated platform that covers ticketing, monitoring, billing, and quoting adequately, Syncro is worth considering.

8. BrightGauge Quotes

Our rating: 4.2/5

Capterra rating: 4.5/5

Standout features: ConnectWise native integration, pre-built IT templates, recurring revenue focus

Pricing: Contact for pricing

Capterra review: "BrightGauge Quotes works well within our ConnectWise environment. The templates help us maintain consistency, and the recurring revenue tracking is solid."

Summary

BrightGauge Quotes (part of the BrightGauge suite) is designed for MSPs using ConnectWise. The native integration means quotes, opportunities, and client data stay synchronized without manual intervention.

The platform includes pre-built templates specifically designed for MSP services including managed services, security offerings, and cloud solutions. You can customize these to match your branding while maintaining professional consistency.

BrightGauge emphasizes recurring revenue management with subscription tracking and renewal workflows. The reporting features provide visibility into MRR/ARR, quote-to-close ratios, and sales performance.

The limitation is ConnectWise dependence - if you're not using ConnectWise Manage, BrightGauge Quotes isn't an option. The feature set is also less comprehensive than some competitors.

For ConnectWise MSPs wanting tighter quoting integration with their PSA and strong recurring revenue focus, BrightGauge deserves consideration.

9. Datto Autotask CPQ

Our rating: 4.1/5

G2 rating: 4.0/5

Standout features: Autotask PSA integration, opportunity management, product catalog

Pricing: Contact for pricing

G2 review: "The Autotask CPQ integration is seamless since we already use Autotask PSA. Quote-to-opportunity-to-invoice workflow is smooth. Wish the UI was more modern."

Summary

Datto Autotask CPQ is designed for MSPs using Autotask PSA. Like ConnectWise CPQ, the value proposition centers on tight integration with the parent PSA platform.

The solution offers product catalog management, pricing rules, and quote generation within the Autotask ecosystem. Opportunities sync automatically, and won deals flow into invoicing without manual data entry.

Autotask CPQ handles recurring revenue tracking and renewal management, critical for subscription-based MSP services. The approval workflows help maintain pricing discipline.

The interface feels dated compared to newer alternatives, and users report occasional sync issues. The learning curve can be significant for new users.

For MSPs committed to the Autotask ecosystem, the native CPQ is the logical choice. For those open to third-party integrations, more modern alternatives exist.

10. Rapid Fire Tools

Our rating: 4.0/5

Capterra rating: 4.7/5

Standout features: Network assessment, security offerings, automated scope of work

Pricing: Contact for pricing

Capterra review: "Rapid Fire Tools helps us quickly assess client environments and generate scoped proposals. The security assessment features are particularly valuable for identifying opportunities."

Summary

Rapid Fire Tools takes a unique approach by combining assessment capabilities with quote generation. The platform helps MSPs conduct network assessments, identify gaps, and automatically generate proposals based on findings.

The security-focused assessments are particularly valuable, helping MSPs identify and quote cybersecurity improvements. The automated scope of work generation saves significant time compared to manual documentation.

Rapid Fire Tools integrates with some PSA platforms and includes a product catalog for common MSP offerings. The proposal templates are IT-focused and professional.

However, the platform is more assessment-focused than pure CPQ. If you need a comprehensive quoting solution without the assessment component, other options may be better suited.

For MSPs that lead with assessments and want to streamline the assessment-to-proposal process, Rapid Fire Tools offers unique value.

Things to consider when choosing quoting software for your MSP

Selecting the right quoting software requires careful evaluation of your specific needs and business context:

Integration with your tech stack

Ensure the quoting software integrates seamlessly with your PSA (ConnectWise, Autotask, Syncro), CRM (HubSpot, Salesforce), and key distributor partners. Native integrations eliminate double data entry and reduce errors.

Distributor and vendor support

Verify that the platform supports the distributors you work with most (Ingram Micro, Tech Data, Pax8, Synnex). Direct pricing feeds ensure accuracy and save time.

Recurring revenue capabilities

If you sell managed services or subscription products, ensure the platform handles MRR/ARR tracking, automated renewals, and subscription management effectively.

User experience

Your sales team needs to adopt the tool quickly. Look for intuitive interfaces, customizable templates, and minimal training requirements. Demos are essential.

Reporting and analytics

Choose a platform that provides visibility into quote performance, win rates, pipeline health, and sales activity. Data-driven insights drive improvement.

Pricing model

Understand the total cost including per-user fees, transaction charges, integration costs, and training. Some platforms charge based on quote volume while others use flat user licensing.

Support and training

Evaluate the vendor's support model. Do they offer onboarding assistance? Is support available when you need it? How responsive are they to issues?

Scalability

Choose a platform that can grow with your business. Consider future needs like multi-currency support, additional integrations, or advanced workflow automation.

Pick the right quoting software to accelerate your MSP growth

The right quoting software transforms your sales process from manual and error-prone to automated and professional. For MSPs, choosing a platform built for technology services ensures you get the integrations, features, and support needed to succeed.

Zomentum stands out for its MSP-specific approach, combining distributor integrations, recurring revenue management, and professional proposal automation in one platform. The seamless PSA/CRM integrations and client portal make it a comprehensive solution for technology service providers focused on growth.

However, the best choice depends on your specific needs, existing tech stack, and business size. Take advantage of demos and trials to find the solution that fits your workflow.

Ready to transform your MSP sales process? Schedule a demo of Zomentum today and see how purpose-built quoting software can help you close more deals faster.

What should an MSP quote include?

A professional MSP quote should contain:

• Your company details and branding
• Client information and project overview
• Detailed breakdown of services (managed services, hardware, software, professional services)
• Recurring vs. one-time costs clearly separated
• Service level expectations and response times
• Terms and conditions
• Total investment summary
• eSignature capability

How do MSPs price their services?

Most MSPs use a combination of pricing models:

• Per-user/per-device pricing for managed services
• Project-based pricing for implementations
• Hourly rates for break-fix or consulting
• Hardware/software markup (typically 15-30%)
• Value-based pricing for strategic services

Can quoting software handle recurring revenue?

Yes, modern MSP quoting software includes features for managing recurring revenue including MRR/ARR tracking, subscription management, automated renewals, and expansion opportunity identification.

What integrations matter most for MSP quoting software?

Critical integrations include:

• PSA platforms (ConnectWise, Autotask, Syncro)
• CRMs (HubSpot, Salesforce)
• Distributors (Pax8, Ingram Micro, Tech Data)
• Payment processors (Stripe, PayPal)
• Accounting systems (QuickBooks, Xero)

Should small MSPs invest in quoting software?

Absolutely. Even small MSPs benefit from professional proposals, accurate pricing, and streamlined workflows. Many platforms offer affordable entry-level plans specifically designed for smaller providers.

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