Your whole team should be closing deals, not waiting on one person who knows how to build a quote. Quoter turns complex MSP pricing into fast, polished proposals that convert to signed contracts and collected payment in a single step.
THE THESIS
Most MSP teams treat quoting as friction, so turnaround slows, pricing gets inconsistent, and growth bottlenecks behind one or two quote gurus. Quoter removes the ceiling with unlimited users, standardized templates, and a proposal-to-payment flow in one email.
BUILD · CLOSE · GOVERN
Quoter helps MSPs build quotes faster, close them in one motion, and keep approvals under control without slowing the team down.
01
Professional templates, reusable configurations, distributor pricing, and client context from your stack mean anyone on the team can build a clean quote without copy-pasting from three tabs and a spreadsheet.
02
Clients review, accept, sign, and pay inside the same experience. E-signatures and payments are part of the quote flow, not a second or third handoff that slows time to cash.
03
Approval rules only trigger on the quotes that need oversight. Routine quotes keep moving while leadership still keeps control on discounts, margin floors, and larger deals.
MODULES
Use these pages to orient buyers around the outcomes Quoter supports: building quotes, managing follow-up, collecting payment, standardizing catalogs, managing contracts, and automating the stack.
Module
01
Use Quoter integrations and API access to connect quote-to-cash workflows across PSAs, CRMs, distributors, payments, and ScalePad.
Module
02
Create contract templates, route multi-sign agreements, track terms and renewals, and connect accepted quotes to the paperwork that follows.
Module
03
Close the quote-to-cash loop with online acceptance, e-signature, payment processing, tax handling, and recurring payment workflows.
Module
04
Use Product Cloud, distributor pricing, SupplierSync, and configurable products to quote hardware and services accurately.
Module
05
Build polished MSP proposals with reusable templates, quote sections, bundles, optional items, and online acceptance.
Module
06
Track quote activity, automate follow-up, protect margins, route approvals, and see what is actually moving through the pipeline.
LIFECYCLE MANAGER × QUOTER
Without Lifecycle Manager, Quoter reacts to quote requests. Without Quoter, Lifecycle Manager's hardware data sits on a roadmap that never becomes a PO. Together, they create a proactive hardware refresh motion: LM identifies aging devices and warranty expiries, Quoter generates the proposal with client and product context already in place, and the client signs and pays in the same motion.
INTEGRATIONS
Quoter connects the PSA, CRM, distributors, payment processors, and accounting tools MSPs already run — and keeps working when you switch PSAs.
PARTNER VOICE
“Quoter consolidated our entire sales process into one step. It's a proposal, a contract, and a payment solution all in one, so we're now sending one email instead of three or four.”
Start quoting smarter
Give the whole team the power to quote faster without handing away pricing control.
FAQ
Answers to common questions from MSP teams evaluating Quoter.
