Quick Overview
- 1#1: QuoteWerks - Comprehensive quoting and proposal automation software tailored for MSPs with distributor integrations and CRM compatibility.
- 2#2: ConnectWise Sell - Configure-price-quote (CPQ) solution integrated with ConnectWise Manage for streamlined MSP sales proposals.
- 3#3: Zomentum - AI-powered sales quoting platform designed specifically for MSPs to create, send, and track digital proposals.
- 4#4: Syncro - All-in-one RMM and PSA platform with built-in quoting, invoicing, and project management for MSPs.
- 5#5: HaloPSA - IT service management software featuring advanced quoting and proposal tools for MSP operations.
- 6#6: Tigerpaw One - Integrated CRM, quoting, and automation platform built for technology advisors and MSPs.
- 7#7: Accelo - Professional services automation tool with quoting, project tracking, and sales pipeline management for MSPs.
- 8#8: Datto Autotask PSA - Professional services automation suite including quote management and contract generation for MSPs.
- 9#9: Proposify - Proposal software that enables MSPs to build, track, and e-sign customized quotes and contracts.
- 10#10: PandaDoc - Document automation platform for creating, approving, and signing MSP quotes and proposals.
We selected and ranked these tools based on key factors like feature relevance (e.g., CRM integration, automation), user experience, reliability, and overall value, ensuring they meet the unique needs of modern MSP sales and service workflows.
Comparison Table
Selecting MSP quoting software requires balancing features, usability, and integration with operational needs. This comparison table explores tools like QuoteWerks, ConnectWise Sell, Zomentum, Syncro, HaloPSA, and more, outlining key strengths and differences to help identify the best fit. Readers will gain insights into how each platform streamlines proposals, scales with their business, and aligns with their unique MSP workflows.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | QuoteWerks Comprehensive quoting and proposal automation software tailored for MSPs with distributor integrations and CRM compatibility. | specialized | 9.4/10 | 9.7/10 | 8.1/10 | 8.8/10 |
| 2 | ConnectWise Sell Configure-price-quote (CPQ) solution integrated with ConnectWise Manage for streamlined MSP sales proposals. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.1/10 |
| 3 | Zomentum AI-powered sales quoting platform designed specifically for MSPs to create, send, and track digital proposals. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | Syncro All-in-one RMM and PSA platform with built-in quoting, invoicing, and project management for MSPs. | enterprise | 8.2/10 | 8.0/10 | 7.7/10 | 8.5/10 |
| 5 | HaloPSA IT service management software featuring advanced quoting and proposal tools for MSP operations. | enterprise | 8.4/10 | 8.7/10 | 8.2/10 | 8.0/10 |
| 6 | Tigerpaw One Integrated CRM, quoting, and automation platform built for technology advisors and MSPs. | enterprise | 8.1/10 | 8.6/10 | 7.1/10 | 7.7/10 |
| 7 | Accelo Professional services automation tool with quoting, project tracking, and sales pipeline management for MSPs. | enterprise | 8.1/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 8 | Datto Autotask PSA Professional services automation suite including quote management and contract generation for MSPs. | enterprise | 7.6/10 | 8.2/10 | 6.8/10 | 7.2/10 |
| 9 | Proposify Proposal software that enables MSPs to build, track, and e-sign customized quotes and contracts. | specialized | 7.6/10 | 7.4/10 | 8.7/10 | 7.0/10 |
| 10 | PandaDoc Document automation platform for creating, approving, and signing MSP quotes and proposals. | enterprise | 7.1/10 | 6.5/10 | 8.7/10 | 7.0/10 |
Comprehensive quoting and proposal automation software tailored for MSPs with distributor integrations and CRM compatibility.
Configure-price-quote (CPQ) solution integrated with ConnectWise Manage for streamlined MSP sales proposals.
AI-powered sales quoting platform designed specifically for MSPs to create, send, and track digital proposals.
All-in-one RMM and PSA platform with built-in quoting, invoicing, and project management for MSPs.
IT service management software featuring advanced quoting and proposal tools for MSP operations.
Integrated CRM, quoting, and automation platform built for technology advisors and MSPs.
Professional services automation tool with quoting, project tracking, and sales pipeline management for MSPs.
Professional services automation suite including quote management and contract generation for MSPs.
Proposal software that enables MSPs to build, track, and e-sign customized quotes and contracts.
Document automation platform for creating, approving, and signing MSP quotes and proposals.
QuoteWerks
specializedComprehensive quoting and proposal automation software tailored for MSPs with distributor integrations and CRM compatibility.
Real-time pricing and inventory pulls from 100+ distributors via its universal API integrations
QuoteWerks is a powerful CPQ (Configure, Price, Quote) software designed specifically for IT resellers, MSPs, and VARs to streamline the creation of professional quotes and proposals. It excels in integrating with major distributors like Ingram Micro, Tech Data, and Synnex for real-time pricing and inventory data, allowing MSPs to build complex quotes including hardware, software, services, and labor. The tool supports extensive customization, document automation, and CRM integrations to accelerate sales cycles.
Pros
- Seamless real-time integrations with distributors for accurate pricing and availability
- Highly customizable quote templates and automation for complex MSP service bundles
- Robust reporting and sales analytics to track quoting performance
Cons
- Steep learning curve for new users due to its depth and customization options
- Primarily a desktop application with limited cloud-native features
- Higher upfront cost compared to simpler web-based alternatives
Best For
Established MSPs and VARs handling high-volume, complex IT quotes that require distributor integrations and advanced customization.
Pricing
Perpetual license starting at $1,495 per user + ~20% annual maintenance fee; volume discounts available.
ConnectWise Sell
enterpriseConfigure-price-quote (CPQ) solution integrated with ConnectWise Manage for streamlined MSP sales proposals.
Native, bi-directional integration with ConnectWise Manage for automated quote-to-ticket conversion
ConnectWise Sell is a robust CPQ (Configure, Price, Quote) platform tailored for MSPs and IT service providers, enabling the creation of accurate, customized quotes and proposals. It features a vast product catalog, bundle configuration, and automation tools to streamline sales processes. Deeply integrated with ConnectWise Manage and other ecosystem tools, it supports the full sales-to-service lifecycle with e-signatures and mobile access.
Pros
- Seamless integration with ConnectWise Manage and RMM/PSP tools for unified workflows
- Extensive product catalog and advanced configuration options for complex MSP bundles
- Automation features like approval workflows and e-signatures to accelerate sales cycles
Cons
- Steep learning curve due to high customization and complexity
- Pricing can be expensive for smaller MSPs without bundling
- Occasional reports of performance lags and setup challenges
Best For
Established MSPs deeply embedded in the ConnectWise ecosystem seeking integrated quoting and proposal automation.
Pricing
Subscription-based starting at around $59 per user per month, often bundled with ConnectWise Manage; custom enterprise pricing available.
Zomentum
specializedAI-powered sales quoting platform designed specifically for MSPs to create, send, and track digital proposals.
Dynamic Deal Studio for real-time collaborative quoting and configuration with live margin visibility
Zomentum is a sales enablement and quoting platform tailored for Managed Service Providers (MSPs), enabling quick creation of professional quotes, proposals, and configurations using customizable templates and a centralized product catalog. It automates workflows, calculates margins dynamically, and integrates deeply with PSA/RMM tools like ConnectWise, Autotask, and Kaseya for seamless data sync. The platform also includes deal pipeline management, e-signatures, and mobile access to accelerate the sales cycle from quote to close.
Pros
- Robust product catalog and dynamic quoting with automatic margin calculations
- Strong integrations with major MSP tools for streamlined workflows
- Professional proposal builder with e-signatures and deal tracking
Cons
- Steeper learning curve for advanced configuration features
- Higher pricing tiers may not suit very small MSPs
- Limited built-in reporting compared to some competitors
Best For
Mid-sized MSPs seeking an all-in-one quoting and sales management solution with deep PSA integrations.
Pricing
Starts at $99/user/month for Starter plan; Professional at $149/user/month and Enterprise at $199/user/month, billed annually with custom quotes available.
Syncro
enterpriseAll-in-one RMM and PSA platform with built-in quoting, invoicing, and project management for MSPs.
Asset-based quoting that automatically pulls device and service data from RMM for precise, real-time scoping
Syncro (syncro.io) is an all-in-one MSP platform that includes integrated quoting software, enabling users to create professional quotes with customizable templates and real-time data from its RMM and PSA tools. It supports quick quote generation, asset-based scoping, and seamless conversion to invoices or tickets, streamlining the sales-to-delivery process. While not a standalone quoting specialist, its unified ecosystem makes it efficient for MSPs handling end-to-end operations.
Pros
- Deep integration with RMM and PSA for asset-aware quoting and automation
- Customizable templates and mobile-friendly quote approval workflows
- Unlimited quotes included in all plans with easy invoice conversion
Cons
- Quoting features lack advanced configuration options found in dedicated tools
- User interface can feel cluttered, with a moderate learning curve
- Limited reporting and analytics specifically for quote performance
Best For
MSPs seeking an integrated all-in-one platform where quoting complements RMM, ticketing, and billing without needing multiple tools.
Pricing
Starts at $129 per technician/month (Starter plan, annually billed), with Professional at $169 and Enterprise custom; quoting included unlimited across all tiers.
HaloPSA
enterpriseIT service management software featuring advanced quoting and proposal tools for MSP operations.
Advanced configurable quoting engine with MSP-focused product bundling and margin calculators
HaloPSA is a comprehensive cloud-based PSA platform tailored for MSPs, featuring a robust quoting module that enables quick generation of professional proposals using customizable templates and product catalogs. It integrates seamlessly with ticketing, CRM, billing, and project management to streamline the entire service delivery lifecycle. The quoting tools support automation, approvals, and discounting rules, making it efficient for sales teams handling complex MSP offerings.
Pros
- Integrated quoting within a full PSA suite reduces tool sprawl
- Flexible product catalog and template builder for MSP-specific services
- Automated workflows for quote approvals and follow-ups
Cons
- Higher pricing tiers required for advanced quoting features
- Initial setup and customization can involve a learning curve
- Limited native integrations with some popular RMM tools
Best For
Mid-sized MSPs needing an all-in-one PSA with sophisticated quoting tied to service operations.
Pricing
Subscription-based starting at ~$89/user/month for basic plans, scaling to $150+/user/month for enterprise quoting features; custom quotes required.
Tigerpaw One
enterpriseIntegrated CRM, quoting, and automation platform built for technology advisors and MSPs.
Configurable quote builder with one-click PDF generation and automated approval workflows
Tigerpaw One is a comprehensive business management platform tailored for MSPs, offering advanced quoting and proposal generation alongside CRM, PSA, ticketing, and inventory management. It enables quick creation of customizable quotes with product catalogs, bundles, margins, and automated workflows. The software integrates with accounting tools like QuickBooks and supports mobile access for field quoting.
Pros
- Robust quoting engine with bundles, discounts, and margin controls
- Seamless integration with PSA, CRM, and accounting systems
- Mobile app for on-the-go quote approvals and generation
Cons
- Steep learning curve and complex initial setup
- Interface feels dated compared to modern competitors
- Pricing requires custom quotes and can be higher-end
Best For
Established MSPs needing an all-in-one platform for quoting integrated with full business operations.
Pricing
Custom quote-based pricing, typically starting at $129 per user per month, with tiers scaling based on modules and users.
Accelo
enterpriseProfessional services automation tool with quoting, project tracking, and sales pipeline management for MSPs.
Real-time profitability forecasting in the quote builder, which calculates margins and costs dynamically as bundles and services are added.
Accelo is an all-in-one professional services automation (PSA) platform designed for MSPs and service businesses, featuring advanced quoting tools that streamline proposal creation, pricing configuration, and deal tracking. It integrates quoting seamlessly with CRM, project management, time tracking, and invoicing to manage the full client lifecycle from lead to cash. While not exclusively MSP-focused, its flexible quoting engine supports bundled services, retainers, and custom pricing models ideal for IT service providers.
Pros
- Integrated quoting with CRM, projects, and billing for end-to-end workflow
- Customizable templates and automation for quick, accurate proposals
- Real-time profitability insights and margin calculations during quote building
Cons
- Steeper learning curve due to extensive feature set
- Pricing scales up quickly for larger teams or advanced modules
- Fewer MSP-specific integrations than dedicated tools like ConnectWise
Best For
Growing MSPs needing a unified PSA platform that combines quoting with full service operations management.
Pricing
Starts at $39/user/month (billed annually) for basic plans, scaling to $99+/user/month for premium tiers with custom enterprise options.
Datto Autotask PSA
enterpriseProfessional services automation suite including quote management and contract generation for MSPs.
End-to-end quote-to-cash automation that converts quotes directly into contracts, projects, and invoices without manual re-entry
Datto Autotask PSA is a comprehensive professional services automation platform designed for MSPs, featuring robust quoting tools that allow for customizable proposals, product configurations, and pricing automation. It integrates quoting seamlessly with CRM, ticketing, time tracking, and invoicing to streamline the sales-to-delivery process. While powerful for end-to-end MSP operations, its quoting module shines in handling complex service bundles and recurring contracts.
Pros
- Deep integration with RMM, CRM, and billing for accurate, automated quoting
- Customizable templates and approval workflows for professional proposals
- Supports complex configurations for services, hardware, and recurring revenue
Cons
- Steep learning curve due to cluttered, outdated interface
- High pricing limits accessibility for smaller MSPs
- Limited advanced reporting and analytics specifically for quoting metrics
Best For
Mid-sized to large MSPs seeking an all-in-one PSA with integrated quoting rather than standalone quoting software.
Pricing
Tiered subscription starting at ~$85/user/month (billed annually), with costs scaling based on users and modules; custom quotes required.
Proposify
specializedProposal software that enables MSPs to build, track, and e-sign customized quotes and contracts.
Interactive pricing tables that let prospects mix-and-match services and see real-time totals
Proposify is a proposal automation platform designed to help sales teams create, customize, and track professional proposals with ease. It offers drag-and-drop templates, interactive pricing tables, e-signatures, and payment integrations, making it adaptable for MSPs to generate quotes for IT services, managed plans, and contracts. While versatile for general sales quoting, it lacks deep MSP-specific features like PSA/RMM integrations or automated recurring billing calculations.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Interactive pricing tables allowing client self-selection of services
- Built-in e-signatures and payment collection to close deals faster
Cons
- Limited native integrations with MSP tools like ConnectWise or Kaseya
- No specialized support for complex recurring MSP billing or per-device pricing
- Per-user pricing model scales expensively for larger MSP teams
Best For
Small to mid-sized MSPs seeking a user-friendly, visually appealing tool for general service proposals without needing advanced automation.
Pricing
Starts at $49/user/month (Essentials, billed annually) up to $99/user/month (Premium), with custom enterprise pricing available.
PandaDoc
enterpriseDocument automation platform for creating, approving, and signing MSP quotes and proposals.
Real-time document analytics that reveal client interactions, page-by-page views, and time spent on quotes
PandaDoc is a document automation platform that specializes in creating, sending, and e-signing professional proposals, quotes, and contracts with customizable templates and dynamic content blocks. For MSP quoting, it enables the assembly of visually appealing quotes with pricing tables, product catalogs, and approval workflows, streamlining the sales process. While versatile for general sales documents, it lacks deep MSP-specific features like RMM or PSA integrations. It excels in tracking document engagement to optimize quoting strategies.
Pros
- Intuitive drag-and-drop editor for quick quote creation
- Built-in e-signatures and payment collection
- Real-time analytics on quote views and engagement
Cons
- No native integrations with MSP tools like ConnectWise or Kaseya
- Limited advanced quoting logic for stacked services or margins
- Higher costs for teams needing multiple users or advanced features
Best For
MSPs seeking polished, client-facing quotes with strong design and tracking capabilities rather than complex backend automation.
Pricing
Essentials at $19/user/month (billed annually), Business at $49/user/month, Enterprise custom pricing.
Conclusion
The top MSP quoting tools showcase varied strengths, with QuoteWerks leading as a comprehensive, integrated solution, ConnectWise Sell excelling in seamless workflow integration, and Zomentum impressing with AI-driven efficiency. Each offers distinct value, but QuoteWerks stands out for its balanced capabilities.
Begin streamlining your quoting process by exploring QuoteWerks—its robust features can enhance sales efficiency, strengthen client proposals, and support long-term growth.
Tools Reviewed
All tools were independently evaluated for this comparison