Creating a commercial proposal is no longer just about competitive pricing or a slick PDF, it’s about speed, professionalism and automation. For MSPs, the right proposal software can mean the difference between closing a deal in minutes versus waiting for days for response.

In this blog, we’ll break down:

• What to look for in MSP proposal software
• Why having the right MSP proposal templated matters
• How Zomentum checks every box and accelerates your sale cycle

Why MSP needs proposal software in 2025

Let’s face it MSPs can’t afford manual, inconsistent or outdated quoting processes. Clients expect fast, clear and customised proposals that look professional and lead seamlessly into a service agreement.

Yet many providers still rely on:

• Word or PDF templates that require manual edits.
• Back-and-forth email approvals
• Disconnected systems for quoting, e-signature and billing

These results ? Delays, errors, and lost deals.

Zomentum MSP Proposal Software built to streamline your sales process and close deal faster.

What to look for in MSP Proposal Software

Here are the must-have features every modern MSP should demand

Customisable MSP Proposal Template

Modern MSPs need more than just a basic quote, they need templates that reflect their full service offering.

With Zomentum, you get access to customizable templates for:

• Procurement and vendor management
• Technology service agreements
• Business & proposal templates
• Client onboarding and off boarding

These templates are fully editable, so you can tailor service, scope, pricing and terms based on each opportunity.

Zomentum gives you 100+ templates to choose from, helping you send polished, personalised proposals in minutes.

‍

Automate Quoting & Sales Workflow

Quoting isn't just about price accuracy, it’s about speed, automation and control across the entire sales journey.

Zomentum lets MSPs automate quoting and follow-ups with advanced triggers and workflows that save time and reduce errors.

• Triggers and Automation

You can build custom workflows to match your sales process. Automate tasks like creating opportunities, sending follow-ups and updating activities. Draft your price book or connect with distributors for real-time products records. Setup access controls, document expiration reminders and conditional approval workflows.

• Full Document Workflow

Go from quote to e-signature to payments, all in one in a seamless flow. Ai powered template library for fast, professional proposal. Built-in payment collections (US & UK). Real time collaboration with the team and clients in a shared workspace.

From your quoting, documentation to automation Zomentum has it all. So you can close deals without juggling between tools.

‍

All in one flow : Commercial Proposal, Agreement and Payments

It is not about creating quotes, it is also about closing deals, signing them and getting paid. Zomentum makes that entire flow seamless with an all in one workspace designed for modern MSPs. You can build professional proposals, capture legally binding e-signatures and also collect upfront and recurring payments.

Zomentum centralises every step, offering dynamic CPQ workspace where you can create, negotiate, sign and transact. From proposal and quote builder to digital negotiations, automated reminders and integrations with your CRM and accounting platform. Everything is connected to help you close faster with less effort.

‍

AI Proposal Writer

With Zomentum’s AI-powered proposal writer, you can auto generate proposals based on the opportunity, services and pricing within minutes.

No copy pasting or formatting headaches with Zomentum’s AI Writer builds smart, tailored proposals instantly.

‍

‍

Why Zomentum is the #1 Proposal Software for MSPs

Zomentum isn’t just another quoting tool. It is a full sale accelerated platform built for IT channel Partners

With Zometum, you get

• All in one place: Proposal + Quoter + E-sign + Payment
• Prebuilt MSP proposal templates that you can customise instantly
• Real time pricing from vendors and PSA integrations
• Approval workflows and automation
• AI proposal writer for faster, more accurate quoting
• A smooth client experience that builds trust

‍

Your commercial proposal is often the first serious impression your prospect sees. Don’t let outdated tools kill your momentum. With the right MSP Proposal software, you can automate, personalise and close faster.

Zomentum helps MSPs turn quotes into revenue. And that starts with the perfect proposal

BOOK A FREE DEMO