Autotask Product Bundle Support in Quoter

Quote the way you actually package services.

If your MSP “lives in PSA bundles,” quoting can quickly turn into a frustrating choice: rebuild bundles in a separate tool, or give up on a modern quoting experience to keep billing and contracts accurate. Too often, that tradeoff creates extra work, introduces inconsistencies, and breaks the connection between what customers sign and what gets invoiced.

PSA Bundle Support in Quoter removes that friction by treating your PSA bundles as the system of record, so you can quote faster while preserving the structure and integrity of your PSA workflows.

Keep your PSA as the source of truth

These enhancements are designed to solve common workflow challenges for MSPs quoting bundled services out of Autotask, especially when bundles are the standard way you package managed services, security stacks, and service tiers.

Why this matters?

It eliminates duplicate setup and ongoing maintenance: Today, many partners have to recreate PSA bundles in Quoter and then keep pricing and configuration updated in two places. That’s not scalable, and it introduces risk every time something changes. PSA-native bundle support reduces re-work by letting your PSA remain the source of truth.

It keeps what the customer signs aligned with what you bill: A common pain point is that quotes may look clean in Quoter, but when pushed back into the PSA, they can “unbundle” into individual line items. That creates downstream issues where invoices and contracts no longer mirror the bundled structure the customer approved. Bundle support helps maintain consistency across quoting, ordering, invoicing, and contract records.

It fits within your existing workflows: Even though Quoter bundles exist, they don’t always match how your business is standardized inside the PSA. By respecting PSA bundles directly, Quoter fits into the workflow you already depend on, instead of asking you to reinvent it.

Autotask PSA Bundles Overview

PSA Bundle Support in Quoter brings true PSA-native bundle functionality to MSPs using Autotask. Instead of relying on Quoter-only bundles or pulling individual PSA items and rebuilding the bundle manually, you’ll be able to work with the bundles you already maintain in your PSA.

You can now:

• Import PSA bundles during quote creation: Select one or more PSA bundles directly in Quoter while building a quote. Quoter brings in the bundle’s configured components and pricing rules where supported.

• Add bundles to quote templates: Autotask bundles can be added to templates and still use template-level controls (e.g., optional/required, min/max qty). When a quote is created from a template, Quoter pulls fresh bundle data at the time of creation.

• Avoid sync issues with controlled editing: Editing is intentionally constrained to keep things reliable. Bundle line items are clearly denoted, and unit costs are locked to prevent Quoter and Autotask from drifting apart.

• Push bundles back to Autotask: When a quote is accepted, Quoter will push the bundle back into your PSA

Quoter bundles aren’t going anywhere

If you use Quoter-only bundles today, that functionality remains. This expands your options rather than replacing them.

Quoter bundles remain a great option when you want to:

• Create internal quote templates for specific offerings
• Package one-off or promotional bundles that aren’t managed in Autotask
• Work out of PSA’s other than Autotask (for now) 

Try it yourself!

If you are an Autotask user, you can explore Product Bundles in your Quoter account today and experience smoother, faster quote setup.

Please don’t hesitate to leave a comment on this post on our Community site. We built this because we feel it’s a better way to quote your services, and we want to continue making Quoter better and better.

If you’re not a Quoter partner, talk to your ScalePad account manager and become a part of this!