Nostra: From half a day to a couple of minutes
How a 350-person Irish IT provider replaced manual, error-prone proposals with one source of truth, cutting proposal time by 90%.
Read case study
FOR MANAGED SERVICE PROVIDERS
MSP Quoting Software
Automate quotes, proposals, and procurement for your managed services business. Connect your PSA, pull live distributor pricing, and close deals faster with professional proposals your clients can sign in minutes.
Purpose-built for MSPs. Not another generic CPQ tool.
Trusted by MSPs on Autotask · ConnectWise · HaloPSA
Which MSP quoting software is best?
For an MSP that needs proposals, recurring-service pricing, distributor catalogs, and PSA hand-off in one workflow, Salesbuildr is a purpose-built option. It connects with Autotask, ConnectWise Manage, and HaloPSA, then turns an accepted quote into operational data instead of another document to re-key.
Use the side-by-side comparison for capability fit, the PSA integration checklist for technical due diligence, and the FAQ for pricing, onboarding, and security questions.
THE CATEGORY, DEFINED
What Is MSP Quoting Software?
MSP quoting software, sometimes called CPQ for MSP, is a category of tools built specifically for managed service providers to create, manage, and track quotes, proposals, and service agreements.
It replaces the patchwork of spreadsheets, Word documents, and PDF editors most MSPs use to piece together client-facing proposals.
The key difference between MSP quoting software and generic CPQ (Configure, Price, Quote) platforms is depth of integration with the MSP technology stack. A managed service provider’s quoting workflow is fundamentally different from a manufacturing or SaaS sales workflow: MSPs need to quote a mix of one-time project fees, monthly recurring services, hardware with distributor markup, and software licensing, often within a single managed services proposal, and that proposal needs to sync with the PSA so agreements, billing items, and project tickets are created automatically when the client signs.
Generic CPQ tools like PandaDoc or Proposify handle document creation well, but they have no concept of a PSA agreement, a distributor catalog, or MRR modeling. MSPs who adopt them end up manually re-entering won deals into ConnectWise or Autotask, which defeats the purpose of automation. Purpose-built MSP quoting software eliminates that gap entirely.
If your team spends more than 30 minutes building a quote, if you’ve ever sent a proposal with outdated distributor pricing, or if your sales pipeline lives in a spreadsheet rather than your PSA, you’re the target user for this category of software.
KEY FEATURES
Key Features to Look For
Not all quoting tools are created equal. These eight capabilities separate MSP-grade solutions from generic document generators.
PSA Integration
Native sync with ConnectWise Manage, Datto Autotask, or HaloPSA. Won quotes should create agreements, products, and billing items in your PSA automatically, no manual re-entry. Look for real-time sync, not batch imports.
Distribution Catalog Access
Pull live pricing from Pax8, Ingram Micro, TD SYNNEX, and regional distributors directly into quotes. Compare margins across vendors for the same SKU without leaving the quoting interface. Eliminates stale pricing errors.
Proposal Templates with E-Signatures
Professional, branded managed services proposal templates that clients can review and sign electronically. Templates should support optional line items, tiered pricing, and the ability for clients to select between multiple options directly in the proposal.
Recurring Revenue Modeling
Model MRR and ARR alongside one-time fees within a single quote, with a clear breakdown of setup costs versus ongoing monthly charges for the client.
Whitespace Analysis
Automatic detection of gaps in a client’s current service stack compared to your full portfolio. Surfaces upsell and cross-sell opportunities based on what each client is missing, not just what they’ve asked for.
Self-Service Storefront
A branded online storefront where your clients can browse your catalog, configure services, and place orders without waiting on your sales team. Reduces friction for add-on purchases and renewals.
Approval Rules
Route a quote past a margin or discount threshold to a manager automatically, such as by value, discount percentage, or product category, so quoting and approving stay two separate steps done by two separate people. Multi-step workflows can chain internal, recipient, and external approvers before a quote reaches Approved.
Quote Grid View
Every line of a quote (product, supplier, cost, margin) sits in one editable grid, so a rep checks pricing and profitability across dozens of lines by scrolling, not clicking into each one.
THE ROI
How MSP Quoting Software Saves Time
The business case is straightforward: time saved on quoting is time your team can spend selling, delivering, or building client relationships. Here’s what the numbers look like in practice.
75%
Faster quote generation · MSPs using quoting automation report cutting proposal creation time by an average of 75% compared to manual methods.
15 min
Opportunity to proposal · average time from identifying an opportunity to sending a professional proposal drops from 4 hours to under 15 minutes.
Zero
Manual catalog lookups · automated distributor pricing eliminates logging into vendor portals to copy pricing into quotes by hand.
Consider a typical MSP sales scenario. A client asks for a quote on a security stack upgrade. Without quoting software, a sales engineer opens the PSA to check the client’s current agreements, logs into a distributor portal to look up pricing, opens a Word template to draft the proposal, manually calculates margins, exports to PDF, and emails it. That process takes 2–4 hours and introduces errors at every step, such as wrong pricing, outdated templates, missed products.
With MSP quoting software, the same sales engineer selects the client from a PSA-synced list, adds products from a live distributor catalog with margins pre-calculated, chooses a branded proposal template, and sends it for e-signature. The client signs on their phone. The agreement is created in the PSA automatically. Total time: 10–15 minutes.
The compounding effect is significant. An MSP with 5 salespeople who each build 10 quotes a week saves roughly 150 hours per month, nearly a full-time employee’s worth of capacity redirected from admin work to revenue-generating activity. Explore how pre-configured bundles and the self-service storefront extend these time savings even further.
HOW THEY COMPARE
MSP quoting software comparison
For the full capability matrix, such as PSA sync, storefront, distributors, quoting workflow, and public developer APIs across Salesbuildr and the locked peer set, use the dedicated comparison page. This pillar page stays educational so the matrix has a single source of truth.
The short table that used to live here was removed so it cannot drift from the full matrix. Updated Tuesday 8 September 2026.
INTEGRATION REQUIREMENTS
Integration Requirements for MSP Quoting
The value of MSP quoting software is directly proportional to how deeply it integrates with the rest of your technology stack. A quoting tool that operates in isolation is just a better-looking spreadsheet.
PSA / Ticketing
Your PSA is the operational backbone of your MSP. Quoting software must sync companies, contacts, products, and agreements natively. When a quote is won, the resulting agreement, recurring billing items, and project tickets should be created in your PSA without manual intervention. Salesbuildr supports HaloPSA, ConnectWise Manage, and Datto Autotask natively.
Distribution / Procurement
Live catalog access means your quotes always reflect current pricing and availability. Look for integrations with your primary distributors, such as Pax8, Ingram Micro, TD SYNNEX, and any regional vendors you rely on. The best tools let you compare pricing across multiple distributors for the same product within the quoting interface.
CRM / Sales Pipeline
If your MSP uses a CRM alongside or instead of a PSA for sales pipeline management, your quoting tool needs to sync with it. Salesbuildr integrates with HubSpot for MSPs who manage marketing and sales activity outside their PSA, deals, contacts, and quote activity flow between both systems.
API Access
No quoting tool covers every integration out of the box. Look for a well-documented REST API that lets you connect custom workflows, reporting tools, or internal systems, especially important for larger MSPs with custom billing logic or proprietary service delivery platforms.
A good rule of thumb: if adopting a quoting tool requires a manual step between any two systems you use daily, that tool isn’t integrated deeply enough. Every manual step between tools is a source of errors, delays, and missed revenue.
CUSTOMER PROOF
MSP Teams Quoting Faster with Salesbuildr
Real MSPs who replaced manual, error-prone proposals with a purpose-built quoting platform.
Automation
Standardization
Urban Network: One portfolio, zero sync errors
How a mature UK MSP built 12–15 templates covering 90% of its business and eliminated Autotask sync errors overnight.
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Templates
Logivision: From copy-paste chaos to templates
How a 20-person Ohio MSP killed embarrassing pricing errors with smart templates and real-time distributor pricing.
Read case study
GETTING STARTED
Getting Started with Salesbuildr
Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. No consultants and no lengthy implementation project.
01
Connect Your PSA
Authorize the integration with ConnectWise, Autotask, or HaloPSA. Salesbuildr imports your companies, contacts, and product catalog automatically.
02
Import Your Catalog
Connect your distribution accounts to access live pricing, or import your existing product catalog. Set up margin rules and bundle your most common service packages.
03
Send Your First Proposal
Pick a client, add products, choose a template, and send. Your client reviews and signs online. The won deal syncs to your PSA automatically.
Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. If your team can use ConnectWise, they can use Salesbuildr.
FAQ
Frequently Asked Questions
Common questions about MSP quoting software and Salesbuildr.
What is MSP quoting software?
MSP quoting software is a category of tools built specifically for managed service providers to create, manage, and track quotes, proposals, and service agreements, replacing the spreadsheets, Word documents, and PDF editors most MSPs use to piece proposals together. Unlike generic CPQ platforms, MSP quoting software (also called CPQ for MSP) integrates deeply with your PSA, distributor catalogs, and MRR billing, so a signed quote becomes a live agreement automatically.
How does Salesbuildr integrate with my PSA?
Salesbuildr syncs natively with ConnectWise Manage, Datto Autotask, and HaloPSA. Companies, contacts, and your product catalog import automatically, and when a quote is won, the resulting agreement, recurring billing items, and project tickets are created in your PSA without manual re-entry.
Can I use Salesbuildr with multiple distributors?
Yes. Salesbuildr pulls live pricing and availability from Pax8, Ingram Micro, TD SYNNEX, and 50+ regional distributors worldwide, so you can compare margins across vendors for the same SKU without leaving the quoting interface.
How long does setup take?
Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. No lengthy implementation project or consultants required. Onboarding covers template customization, distributor connections and team training.
What does Salesbuildr cost?
Salesbuildr has three plans, Standard, Advanced, and Premium, starting at $329/month, plus a one-time onboarding fee and a 30-day money-back guarantee on every plan. Pricing scales with the number of distributor integrations, users, and active products you need. See the full plan breakdown on the Pricing page.
Do you offer a free trial?
Salesbuildr doesn’t run a self-serve free trial. Every plan starts with a personalized demo so our team can configure your PSA and distributor connections correctly from day one, backed by a 30-day money-back guarantee on all plans.
Have another question? Email us or book a demo and we’ll get back to you within one business day.
Ready to Automate Your MSP Quoting?
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