7 Best QuoteWerks Alternatives for MSPs in 2026
QuoteWerks is one of the longest-running quoting tools in the MSP and VAR space. It offers both a Windows Desktop version and a Web version, with deep procurement features and OData integration. If you are evaluating alternatives, especially for Halo (HaloPSA), here are seven options to consider.
TL;DR Comparison
| Product | Best for | Starting price | Halo (HaloPSA) |
|---|---|---|---|
| Salesbuildr | Mid-sized and large MSPs on Autotask, ConnectWise or Halo (HaloPSA) | $329/month + $1,099 one-time onboarding | Yes |
| Quoter | MSPs who want unlimited users and quote-volume pricing | $299/month (75 quotes) | Yes |
| Zomentum | Proposal and payment experience, beyond MSPs | $199/month for 3 users (annual) | Yes |
| ITQuoter | Mature quote-to-cash, vendor-assisted API | Pricing on request | Yes |
| ConnectWise CPQ (Sell) | ConnectWise-only shops | Pricing on request | No |
| Kaseya Quote Manager | Storefront within the Kaseya suite | Pricing on request | No |
| ScopeStack | Complex services and SOWs | Credit-based, $4 to $15 per credit | Check with vendor |
1. Salesbuildr
Best overall alternative for MSPs on Halo (HaloPSA), Autotask or ConnectWise.
Salesbuildr is an MSP sales platform that covers quoting, proposals, contracts and pipeline. An accepted quote updates the PSA automatically: sales order in Halo (HaloPSA), opportunity and quote in Autotask, agreement in ConnectWise.
- Native sync with Halo (HaloPSA), Autotask and ConnectWise
- 50+ distributor integrations with distributor pricing and margin per line
- Templates with interactive proposal widgets; approval rules on discount, markup, value or ARR
- Customer-facing self-service storefront (Premium add-on)
- Whitespace analysis on Advanced and up; HubSpot integration; public REST API and webhooks
- 2 to 4 weeks to go live; 30-day money-back guarantee
Pricing: $329/month (Standard) + $1,099 one-time onboarding. See Salesbuildr pricing.
What MSPs say:
"We've seen deals where we've met with a customer, proposed a solution in 30 minutes after that meeting, and had them sign within an hour."
CEO, IMS Solutions Group
"What used to take half a day now takes a couple of minutes."
Inside Sales Support Manager, Nostra
Salesbuildr vs QuoteWerks
| Feature | Salesbuildr | QuoteWerks |
|---|---|---|
| Pricing model | Plan + users (3 or 5 included) | Per concurrent user |
| Halo (HaloPSA) | Yes (native) | Yes |
| Autotask | Yes (native) | Yes |
| ConnectWise | Yes (native) | Yes |
| Desktop version | No (cloud only) | Yes (Windows) |
| Procurement and POs | Purchase orders created in your PSA | Yes (procurement tracking, online ordering) |
| Distributor pricing | Yes | Yes |
| Whitespace analysis | Yes (Advanced and up) | No |
| Named client storefront | Yes (Premium add-on) | No |
| OData | No | Yes |
| API | REST + webhooks | Yes |
What you gain moving to Salesbuildr
- Cloud-only (no Windows dependency)
- Whitespace analysis
- Named client storefront
- Prospecting module
What you give up
- Desktop version
- Procurement tracking and online ordering
- OData integration
- Per-user pricing flexibility for large teams
2. Quoter (ScalePad)
Best for MSPs who want unlimited users and quote-volume pricing.
Quoter charges by monthly published quotes (75, 150 or 250) rather than by user. Good for teams with many salespeople who each send a few quotes.
Strengths: Unlimited users, Halo (HaloPSA) integration, ScalePad Lifecycle Manager tie-in.
Check before you buy: If your team sends many quotes, costs can grow quickly as you move to higher tiers.
Pricing: $299/month (75 quotes), $449/month (150 quotes), $599/month (250 quotes). 12-month term.
3. Zomentum
Best for teams that prioritize the proposal and payment experience.
Zomentum focuses on proposal presentation and includes payment processing. The Growth plan unlocks API access. Zomentum lists Autotask, ConnectWise and Halo (HaloPSA) integrations on its pricing page.
Strengths: Modern proposal presentation, payment integration, API on Growth, Halo (HaloPSA) support.
Check before you buy: Confirm whether PSA sync covers your workflow.
Pricing: $199/month for 3 users (annual), or $249/month paid monthly.
4. ITQuoter
Best for mature quote-to-cash with Halo (HaloPSA) support.
ITQuoter is a cloud CPQ for MSPs, headquartered in Australia, with data centres in the UK, EU, US and APAC. It offers native Halo (HaloPSA) integration and an eCommerce store.
Strengths: Halo (HaloPSA) integration, mature quote-to-cash, eCommerce store, REST API with integration support as a service.
Check before you buy: Pricing is not public. API onboarding is vendor-assisted rather than self-serve.
Pricing: Contact ITQuoter for pricing.
5. ConnectWise CPQ (Sell)
Best for ConnectWise-only shops that want one vendor.
ConnectWise CPQ (formerly Sell) syncs tightly with ConnectWise Manage.
Strengths: Native ConnectWise Manage sync.
Check before you buy: Halo (HaloPSA) is not listed as a supported PSA.
Pricing: Contact ConnectWise for pricing.
6. Kaseya Quote Manager
Best for MSPs already in the Kaseya suite.
Kaseya Quote Manager integrates with Autotask and includes a built-in storefront.
Strengths: Kaseya suite integration, built-in storefront.
Check before you buy: Halo (HaloPSA) is not listed.
Pricing: Contact Kaseya for pricing.
7. ScopeStack
Best for complex services and SOWs.
ScopeStack is a services CPQ for scoping and estimating professional services, not product baskets.
Strengths: Services scoping, SOW generation.
Check before you buy: This is a different tool category from QuoteWerks.
Pricing: Credit-based, from $4 to $15 per credit, unlimited users.
Frequently Asked Questions
Does QuoteWerks work with Halo (HaloPSA)?
Yes. QuoteWerks supports Halo (HaloPSA) integration. Other alternatives with native Halo (HaloPSA) sync include Salesbuildr and ITQuoter.
Is QuoteWerks cloud-based or desktop?
QuoteWerks offers both. QuoteWerks Web is cloud-based; QuoteWerks Desktop runs on Windows. The Desktop version has been around longer and has deeper procurement features.
How is QuoteWerks priced?
QuoteWerks charges per concurrent user per month: $50 (Essential), $78 (Balanced), or $102 (Pinnacle). No activation fees. Compare this to tools that charge per published quote or include a fixed number of users.
What is the best QuoteWerks alternative for Halo (HaloPSA)?
Salesbuildr, ITQuoter and QuoteWerks itself all integrate with Halo (HaloPSA). Salesbuildr pushes accepted quotes to Halo as sales orders. ConnectWise CPQ and Kaseya Quote Manager do not list Halo (HaloPSA) as a supported PSA.
Can I import data from QuoteWerks?
Most MSPs do a clean cutover: finish open quotes in QuoteWerks, then start new quotes in the new tool. Quote history stays in QuoteWerks. Product catalogs can usually be exported as CSV and re-imported.
Which Alternative Should You Choose?
- If you need procurement and PO features, or prefer a Windows Desktop client: stay on QuoteWerks.
- If you want unlimited users and quote-volume pricing: Quoter.
- If you sell complex services and SOWs: ScopeStack.
- If you are ConnectWise-only and want one vendor: ConnectWise CPQ.
- If you want quoting inside a wider MSP sales workspace with Halo (HaloPSA), Autotask or ConnectWise: Salesbuildr.
Bring a quote from QuoteWerks and we will show you what it looks like in Salesbuildr.
Sources
Pricing and features checked October 2026: quotewerks.com/pricing, quoter.com/pricing, zomentum.com/pricing, Salesbuildr MSP quoting software comparison, vendor public pages. Product details change; check with each vendor before you decide.