MSP Centric Sales Quoting and Procurement Software
Quote Manager is purpose-built for MSPs to simplify the quoting and procurement process to increase efficiency, margins, and revenue.
Create device-responsive quotes in 30 seconds. Quote Manager enables you to deliver branded quotes to your clients.
Intelligent platform maximizes margins and improves transactional reliability to reduce rework.
Enable clients to find and purchase approved solutions from you online, 24/7 at their convenience.
Reduce rework and OPEX with a platform that can source product based on availability and price at time of quote approval. Additionally, Quote Manager can automatically manage bid pricing and supply. The price is automatically displayed on quotes, the online storefront, or a customer-specific landing page.
Quote Manager streamlines your business by integrating with key MSP tools. Proposals created in Quote Manager can be automatically synced to Opportunities in Autotask PSA, and correct accounts payable records synced to Quickbooks Online or Xero. Quote Manager has partnered with leading suppliers such as Ingram Micro and Synnex to enable seamless, no-touch procurement.
Capture incremental revenue with an ecommerce portal for clients to find and purchase approved products quickly through customer-specific landing pages.
Enable clients to purchase solutions at their convenience and take a payment right away—without requiring a quote.
Integration with GfK enables rich, accurate, and localized product information to deliver the best online experience possible.