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Is Your Quoting Process Holding You Back?

3 minute read
May 7, 2025
Peter Martens
Pink background with an illustration of a quote and a dollar sign symbol in the center.

Still quoting from spreadsheets like it's 2010? If your quoting process feels more like a barrier than a business driver, you're leaving money — and sanity — on the table.

In this blog post, you'll learn:

  • Why clunky quoting software and manual workarounds are costing you deals

  • How Quoter transforms quoting from chaotic to consistent (and actually enjoyable)

  • What to look for in a quoting solution built specifically for MSPs

Whether you’re using outdated tools or still relying on spreadsheets, your current quotation software might be holding you back more than helping. What once seemed like a quick fix may now be a major roadblock—costing you time, consistency, and potential revenue. As your business grows and quoting needs become more complex, it’s critical to have a system that scales with you.

If these frustrations sound familiar, it may be time to rethink your approach:

  • I’m the only one who can quote using our complicated process.
  • Our quoting software is clunky, outdated, and frustrating to use.
  • It doesn’t integrate well with our PSA, CRM, or distributors.
  • Custom workflows? We’ve had to patch together manual workarounds.
  • We have no visibility into how our quotes perform.
  • Following up on open quotes takes too much time and energy.
  • Our quotes don’t look professional or consistent.
  • Chasing updated pricing and product availability is a constant headache.

These aren’t just minor annoyances—they’re symptoms of a quoting process that can’t keep up. And when your quotation software becomes a bottleneck, it slows down your deals, burdens your team, and limits your ability to grow.


From Bottleneck to Business Accelerator

Quoter is modern quotation software purpose-built for MSPs who want to quote faster, smarter, and with fewer headaches. Instead of relying on one or two people to manage a fragile quoting system, Quoter empowers your entire team to create accurate, professional quotes with ease.


What You’ll Find in Quoter

  • Unlimited users included – No per-user fees. Everyone on your team can access the quotation software from day one.
  • Professional-looking quotes – Branded templates and consistent formatting help your MSP stand out.
  • Seamless integrations – Real-time syncing with your PSA, CRM, payment platforms, and distributors.
  • Actionable performance insights – See how quotes perform, what’s converting, and where improvements can be made.
  • Automation built-in – From follow-ups to approval routing, Quoter reduces manual effort and speeds up the process.
  • Fast, supported onboarding – Migrate from your current system with minimal disruption.

The introduction of Quoter has allowed our sales team to be more efficient, meaning less time spent preparing quotes, filing documents,
sending emails, creating invoices and more time spent talking to customers and generating new sales.

Liam Burke, CEO of Zenotec and Quoter Partner

How Quoter Compares To Other Quoting Tools

FeatureQuoter Other Quoting Tools
Unlimited UsersFree$
Real-Time Vendor Pricing & Availability YesNo
Modern, Streamlined DashboardsYesNo
Made for MSPsYesSome
Migrating Support ExcellentLimited

How Quoter Compares To Manual Processes Like Spreadsheets and Microsoft Word

FeatureQuoter Manual Processes
Easy To Use YesYes*
Error-Free Calculations YesNo
Professionally-Branded TemplatesYesNo
Standardized Service Pricing YesNo
Centralized Quoting ProcessYesNo
*For the one or few people on the team who know how it works! Even the person who made it is probably done with it…

Quoting Doesn't Have To Be A Struggle

If you spend more time battling your CPQ or spreadsheets than closing deals, it's time for a better way. 

Quoter empowers entire MSP teams with quoting software that eliminates friction, boosts speed, and delivers a client experience you can be proud of every time.

With dedicated migration support and onboarding resources, making the switch is easier than you think.

See Quoter in Action

Ready to standardize your pricing, empower your whole team to quote, and close more deals?

👉 Schedule a personalized demo to see how Quoter can transform your sales process.

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