Build Quotes

MSPs know: quoting is never one-size-fits-all

That’s why we continually iterate on quote-building features shaped by the complex demands of MSP sales. With Quoter, you finally have the toolset to standardize how you build a quote, showcase your value, and win more deals.

Standardize professional quoting

Quoter’s template engine is tailored to MSPs so you can build consistent, professional quotes in seconds. Reuse branded templates or start from scratch with PSA & CRM integrations to populate client data instantly and use Quote Sections to ensure an easy-to-read layout for quote recipients. Send quotes confidently using Cost & Margin Tracking and Manager Approvals, and set your MSP up for international business with Multi-Currency support.

Standardize Quote content with Professional Templates

Save and reuse templates that include product descriptions, configuration, pricing, branding, and design elements that ensure your MSP is always presenting its best. Build a library of templates based on job type or project scope so you’re always ready to quote when a request comes in. Now, you and your team can create comprehensive, accurate quotes in seconds.

Eliminate duplicate data entry with PSA and CRM integrations

Quoter integrates with your PSA and CRM, so client data, such as contacts, opportunities, and cases, is instantly available while building a quote. Connecting your MSP's tools to Quoter eliminates the risk of human error for critical quote details and speeds up the first few steps in creating a quote.

See all PSA and CRM integrations.

Easily add Sections to your quotes

Quote Sections make it simple to build a quote with multiple subheadings, each with separate subtotals. Group products, services, and labor into Sections to create a beautiful, easily readable quote that will impress your clients.

Know which products & services perform best

With Cost & Margin Tracking, simply specify the cost or margin of each product or service and their respective options, and Quoter will automatically calculate your margin on a per-product and per-quote basis. Note: Margins are not shown on the quote that the client sees. Admins can also hide margins for specific users as needed.

Delegate quoting tasks with complete oversight

Manager Approvals lets you create automation rules to have quotes made by other team members submitted for your approval before being sent. Now, you can delegate quoting tasks while ensuring accuracy and quality control oversight.

Set your MSP up for international business

Multi-Currency Support makes Quoter usable for businesses in any country and includes support for five different currencies simultaneously. All you need to do is create your currency zones and specify prices for your products and services in each currency. Quotes will automatically be created in the correct currency for the client's location.

Automate pricing for hardware, software, and services

Easily configure products and services to automate pricing calculations (and say goodbye to human error). Add products to quotes directly from supported integrations with our Product Cloud powered by Gfk Etilize. Provide quote recipients with purchasing options presented as Bundles, Optional Items, and Single Select, all while maintaining accurate sales tax and shipping details for the quote’s bottom line.

Create configurable products and services to automate pricing

The Product Configurator automatically calculates the pricing of complex products based on the client's needs at the time of quote creation. Add in user-selectable options, such as size, model, plan, or any other variable that would affect the configuration and pricing of a product or service. Include volume discounts, percentage-based fees, and other complex pricing requirements.

Add products to quotes directly from your distys

With a Product Cloud powered by GfK Etilize, you can add products and services to quotes directly from supported integrations. Search by keyword or manufacturer part number to have GfK save you valuable time by pulling product titles, descriptions, and images into your quote.

See all distributors supported by Product Cloud.

Increase average order value with Optional Items

Add user-selectable Optional Items — such as service upgrades or optional quantities — to your quotes to give clients and prospects more purchasing flexibility and improve your average order value. Any Optional Item selections made on a quote are saved automatically for the client's copy and your quote tracking dashboard.

Combine multiple products and/or services into one fixed-quantity package with Bundles

Consolidating multiple items into a Bundle with a single price and description makes complicated quotes easy to read. For more flexibility, you can choose whether to show the Bundle and Bundle description on the quote or list the components as regular Line Items. Bundles can also be made optional for the client to choose from when accepting the quote.

Offer powerful purchasing flexibility with Single Select

Single Select (radio button) efficiently presents multiple purchasing options on a quote or proposal. Use Single Select to present good/better/best solution options on your quote for your client to choose from. You can also nest Single Select within a quote Section, enabling multiple purchasing options within a package for a more advanced configuration.

Configure local sales tax and shipping

Quoter supports custom Sales Tax & Shipping, so you can ensure quotes are calculated accurately for your client's location. Want to automate tax compliance? Check out Quoter's integration with Avalara Tax (AvaTax), which automatically adds the correct tax codes to your quotes.

Learn More: Quoter + Avalara Tax Integration

Build quotes faster with automation designed for complex pricing

Book a personalized demo for a walk-through of Quoter’s features for building quotes. See how to turn your MSP’s complex quoting challenges into opportunities to impress prospects and win more business.

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