Online Quoting Software Built for Service Providers
Build quotes in minutes, automate pricing and approvals, capture e-signature and get paid all in one platform.
Trusted by 4000+ Modern MSPs Around The World
All In One MSP Quoting Software, Powered By AI
Create, Customize and Send Quotes with Confidence
Our MSP Sales Quoting Software includes a flexible drag-and-drop editor that allows any sales rep to create stunning interactive quotes without design skills.
- Flexible Editor: Add product line items, pricing tables, images or videos.
- Real-Time Preview: See exactly what your client will receive before sending.
- Error-free Accuracy: Automates tax, terms and pricing checks ensures quotes are always correct.
- Collaborative Workspace: Multiple team members can contribute seamlessly in real time.
Track Every Client Interaction with Quotes Analytics
With Zomentum’s MSP Quoting Platform, sales teams gains complete visibility across the deal lifecycle:
- Real Time Notifications: Get alerts when a client opens, comments on or interacts with a quote.
- Automated Follow-Ups: Trigger reminders to follow up at the right moment.
- Renewal & Expiration Alerts: Never let revenue slip through the cracks-tracks renewals and expiration with ease.
This insight helps MSPs improve win rates and build smarter sales strategies.
Close Deals Faster with Built In E-Signature
Stop chasing approvals over email. Zomentum‘s quoting tool comes with secure, legally binding e-signatures integrated directly into your quotes.
- Instant Signatures: Clients can sign from any device instantly.
- Legally Binding Audit Trails: Maintain compliance with secure, trackable signatures.
- Multi-Party Approvals: Support for countersignatures and multiple stakeholders.
- Seamless Experience: Faster approvals and less friction for both MSPs and clients.
Get Paid Instantly
Zomentum goes beyond just quoting; it ensures you get paid on time.
- Click-to-pay Experience: Clients can pay as soon they approve a quote.
- Automated Reminders: Reduce late or missed payments with smart notifications
- Flexible Payment Options: Accept credit cards, ACH and more.
- Secure Transactions: Compliance-grade security for every payment.
By unifying quoting with payments, MSP accelerates cash flow, reduces admin work, and simplify revenue collection.
AI- Powered Quoting for MSPs
Cut quoting time from hours to minutes with Zomentum’s Intelligent quote builder. Our AI agent acts as your sales co-pilot configuring prices, suggesting add-ons and drafting client ready content that helps you close deals faster.
Smart Product Suggestions
Automatically recommends the right solutions from your catalog based on the client requirements.
Bundle Optimizations
Build margin-friendly packages and upsell options that increase deal value.
Personalized Quote Content
AI Adapts descriptions, terms and pricing notes to match each client’s context.
Faster Turnaround
Generate complete, polished quotes in minutes, giving you an edge over competitors still working in spreadsheets.
With AI assistance your team can focus on closing conversations instead of manual formatting
Zomentum vs Manual Quotes
Fits Your Stack From Day One
No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your entire sales flow, spotting opportunities, creating
Why Zomentum for MSP Quoting CPQ
90+ Professional Templates
Create precise quotes effortlessly and customize pricing to meet client needs and maximize profitability.
Advanced Pricing Management
Connect seamlessly with your preferred CRM and other tools to synchronize data and boost operational efficiency.
Complete Quote Customization
Leverage detailed proposal insights to make informed decisions and enhance your sales strategy.
Real-Time Quote Tracking
Monitor status, revision and client interactions instantly. Collect payments seamlessly within the same platform
Reporting & Analytics
Get a complete view of your quoting performance with actionable insights, helping you optimize sales and improve win rates.
Automated Tax & Compliance
Ensure accuracy and stay compliant with built-in tax calculation and regulation ready features.
200+ Pre-Built Proposal Templates for MSPs
Zomentum’s proposal template library gives you a head start on every deal, helping you maintain consistency while reducing the time it takes to build accurate, professional proposals.
Frequently
Asked Questions
Zomentum simplifies the quoting process with automation, reducing manual work and errors. Our software integrates seamlessly with your existing systems (CRM, PSA, ERP) and offers real-time tracking, e-signatures, and analytics, empowering you to close deals faster and more accurately than ever before.
Zomentum helps you create professional, customized quotes in minutes using pre-built templates and automated pricing features. You’ll spend less time on admin tasks and more time engaging with clients, resulting in faster quote approvals and quicker deal closures.
Yes! Zomentum integrates with over 50 tools, including popular CRMs, accounting software, ERPs, and PSAs. You can seamlessly sync data between platforms and eliminate errors caused by manual data entry.
Absolutely! Zomentum offers full quote customization, allowing you to adjust pricing, product descriptions, discounts, and more to meet your clients' unique needs. You can also personalize templates and automate tax calculations for accuracy and efficiency.
Zomentum’s quoting software automatically calculates taxes and ensures compliance with regional regulations, saving you time and reducing the risk of errors. You can rely on our automated features to handle the complexities of tax calculations, so you focus on closing deals.
It’s simple! Sign up for a free demo, and our team will walk you through the software’s features and benefits. From there, you can start creating and sending quotes immediately.
Zomentum is specifically built for service providers, including managed service providers (MSPs), IT resellers, consultants, and other businesses that need to streamline their quoting and sales processes. If you sell products or services, Zomentum can help you close deals faster and more efficiently.
We offer comprehensive customer support through email, chat, and phone. Additionally, Zomentum’s support portal features helpful resources, guides, and video tutorials to help you get the most out of the software.
Zomentum takes data security seriously. Our software uses encryption to protect your business and client data, and we follow best practices to ensure the highest level of security for all users.
The #1 MSP Quoting Software Trusted by 4,000+ Service Providers
Simplify your quoting process with Zomentum, the all-in-one quoting and payment platform built for MSPs. Schedule a demo and see how fast you can create and close quotes.
