Why More MSPs Are Replacing QuoteWerks: Top 5 Reasons to Switch in 2025

The Managed Service Provider (MSP) industry is seeing rapid technological advances, and with that comes a shift in the tools MSPs use to streamline their operations. QuoteWerks, once a go-to solution for quoting and sales automation, is now facing competition from newer, more dynamic platforms. In 2025, Zomentum has emerged as a leading alternative for MSPs looking to modernize their sales process.

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If you’re still using QuoteWerks and are wondering whether it’s time to make a change, here are the top 5 reasons MSPs are replacing QuoteWerks with Zomentum in 2025.

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1. Zomentum Offers an All-in-One Sales Platform for MSPs

Unlike QuoteWerks, which primarily focuses on quoting, Zomentum is a complete sales automation and CRM platform designed specifically for MSPs. It offers a seamless, end-to-end sales process, from lead generation to closing deals. Zomentum integrates quoting, proposal generation, pipeline management, and contract automation into one unified solution.

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What MSPs Get:

• Unified Sales Workflow: No more switching between multiple tools.
• Customization: Tailor the entire sales process to your MSP’s needs.‍
• Scalability: Zomentum grows with your business, allowing you to streamline and scale sales operations effortlessly.

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2. Native Integration with Leading PSA and CRM Tools

While QuoteWerks offers some integrations, it often requires workarounds or third-party connectors. Zomentum, on the other hand, provides native, deep integrations with popular PSA (Professional Services Automation) tools like ConnectWise, Autotask, and HaloPSA, as well as leading CRMs like HubSpot and Salesforce.

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Why It’s Important:

• Real-time Syncing: Keep your data synchronized across all platforms, reducing the risk of errors.
• Time Savings: No more manual data entry or jumping between disconnected systems.‍
• Streamlined Operations: Zomentum’s seamless integration with your current tools makes switching to it hassle-free.

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3. Better Collaboration Features for Sales Teams

In an era of remote work and distributed teams, collaboration is key. Zomentum enables real-time collaboration between your sales, technical, and procurement teams. This feature is critical for MSPs that need to quickly assemble quotes, proposals, and contracts as a team.

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With Zomentum, team members can:

• Collaborate on proposals and quotes in real-time.
• Track changes, comments, and approvals in an intuitive interface.
• Automatically route documents for internal approvals before being sent to clients.

This improves response times and ensures the accuracy of your quotes and proposals, ultimately increasing your close rate.

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4. Streamlined Proposal and Contract Automation

QuoteWerks offers basic quoting features, but Zomentum goes above and beyond with its proposal and contract automation. MSPs can use Zomentum to quickly generate branded proposals, incorporate product catalogs, and set up automated contract renewals—all within a few clicks.

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Key Benefits:

• Automated Renewals: Set up recurring contracts and reminders to save time and reduce churn.
• Branded Templates: Keep your brand consistent with custom proposal templates.

Faster Approvals: With built-in e-signature capabilities, clients can approve proposals and contracts instantly, speeding up the sales cycle.

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Should Your MSP Make the Switch to Zomentum?

If your MSP is still using QuoteWerks, you may be missing out on the benefits of a modern, cloud-native, and integrated sales platform like Zomentum.

Zomentum’s advanced features, real-time collaboration tools, and seamless integrations make it the top choice for MSPs looking to scale their operations in 2025 and beyond.

Don’t wait until your sales process becomes outdated—make the switch to Zomentum and experience the power of automation and integration in one unified platform.

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Zomentum vs. QuoteWerks: Side-by-Side Comparison

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