If you run an MSP, you know quoting isn’t just “generate a PDF and move on.”

A quote is where scope gets defined, margins get protected (or quietly eroded), and expectations are set for delivery. It’s also the point where sales hands the baton to service. If your quoting system is disconnected from the rest of your stack, that handoff turns into re-entry, rework, and reconciliation headaches.

The best quoting/proposal tools for MSPs do three things well:

1. They make it easy to build consistent, professional proposals (with bundles, options, recurring services, and hardware).
2. They reduce quoting errors (SKU accuracy, pricing, availability, and approvals).
3. They plug into the rest of your stack (PSA, accounting, distributors, and payments) so “signed” can turn into “started” and “paid” without a bunch of manual steps. 

This guide focuses on MSP-relevant quoting/proposal software, with notes on what each one integrates with and where it tends to fit best.

What to Consider When Looking For MSP Quoting Software

Before you pick a tool, it helps to pressure-test your workflow:

• Are you quoting recurring services, hardware, or both? Hardware-heavy MSPs usually care a lot about distributor integrations and real-time availability.
• Do you need your PSA to be the “source of truth”? If your PSA drives agreements/projects/tickets, the quoting tool needs to map cleanly into it.
• Do you want payment to happen right at approval? If your “yes” moment and your “paid” moment are days apart, that’s often a systems issue and not necessarily a customer issue.

1. Quoter

Quoter is a cloud-based CPQ built with MSP workflows in mind, especially when you’re quoting a mix of services and hardware and you want your quoting tool to actually connect to the rest of your stack. ScalePad positions Quoter around keeping your systems in sync (PSA, distributors, CRM, accounting, and more), so quoting doesn’t become a standalone island.

Where Quoter tends to shine is speed and consistency: your team can build quotes without reinventing the wheel, and integrations help reduce the “copy/paste marathon” between your CRM, quoting, PSA, and accounting.

On the distributor side, Quoter supports integrations like Ingram Micro, TD SYNNEX, and D&H (and more), which matters a lot for teams quoting hardware regularly.

If you’re using Quoter, payments are one of the highest-leverage integrations to prioritize because it removes the “approved… now what?” gap.

FlexPoint integrates directly with Quoter so customers can pay via credit card, ACH, or FlexLine financing as part of the approval flow! ScalePad specifically calls out the Quoter–FlexPoint integration as enabling an embedded payment experience for MSP clients, including card and bank debit/ACH.

Practically, this is how teams tighten the distance between “signed” and “funded,” without adding more manual follow-ups or separate portals.

2. QuoteWerks

QuoteWerks is a long-time staple in the MSP/VAR world, especially for teams that quote a lot of hardware and care deeply about distributor connectivity and quoting efficiency at volume. QuoteWerks highlights both PSA integrations (including ConnectWise PSA and Autotask) and strong distributor support that can include real-time pricing/availability and ordering workflows.

If your quoting team depends on accurate SKU management, real-time availability, and tight margin control, QuoteWerks remains one of the strongest options. Its product database management is robust, and its distributor integrations support real-time pricing, ordering workflows, and availability checks.

QuoteWerks also integrates with major PSA systems such as ConnectWise and Autotask, as well as CRM and accounting tools. For hardware-centric MSPs that want granular pricing control and purchasing workflows tied closely to quoting, it continues to be a strong contender.

Where it shines is depth. But where it requires discipline is in its maintenance and process ownership.

• PSA + pipeline alignment is a core theme in QuoteWerks’ ConnectWise PSA messaging (visibility into revenue streams, creating orders/service tickets, and connecting quotes to opportunities).
• QuoteWerks also emphasizes broad integration coverage across CRM, accounting, and distributors.

On top of that, FlexPoint integrates with QuoteWerks by allowing you to embed a secure, hosted payment link directly into the QuoteValet approval flow. Instead of sending a separate invoice after approval, FlexPoint lets customers pay immediately at the moment they sign, using credit card or ACH. For larger invoices (common with hardware or multi-month services) ACH support can significantly reduce processing costs compared to cards alone.

3. ConnectWise CPQ

ConnectWise CPQ is typically the natural option for MSPs already deep inside the ConnectWise ecosystem and looking for quoting that fits tightly into that environment. Like the above options, ConnectWise positions CPQ integrations around connecting to tools that matter for sales efficiency like CRMs, vendors, distributors, and related business tools.

This is often a “big system” choice: powerful, but you want to be realistic about ownership, configuration, and ongoing process discipline. For MSPs that already run ConnectWise PSA and want quoting tightly aligned to those workflows, CPQ can make sense as part of a more unified stack.

ConnectWise CPQ’s core features are:

• Guided selling workflows
• Automated pricing logic
• Product and service bundling
• Approval routing
• Reporting dashboards
• Native ConnectWise ecosystem alignment

With FlexPoint, you turn ConnectWise CPQ into a more complete revenue engine, one that doesn’t just generate proposals, but helps collect payment faster and with fewer administrative steps. Instead of approving a quote and then juggling emails and invoice reminders, your customer pays in the same moment, which reduces days sales outstanding and improves cash flow predictability for your MSP.

Learn more about the integration between FlexPoint and ConnectWise CPQ here.

If you’re already using ConnectWise PSA (Manage), map out how your quoting data should flow into agreements/projects/tickets and confirm how your quoting catalog and pricing logic will be maintained long-term.

4. Kaseya Quote Manager

If your MSP cares about quoting plus procurement, Quote Manager is worth looking at because it’s positioned as more than a quoting tool, leaning into eCommerce-style quoting and operational efficiency through integrations. Datto’s product page describes Quote Manager as MSP quoting software with procurement automation and notes that it integrates with leading PSA platforms and accounting packages.

Datto Commerce blends quoting with procurement. For MSPs that want quoting and purchasing tightly connected, this category is compelling since it is unique from the other options mentioned above.

Rather than stopping at quote approval, Datto Commerce also supports real-time distributor integrations and automated procurement workflows. This reduces the lag between sale and order placement, especially important during hardware refresh cycles or project deployments.

For MSPs where fulfillment speed matters as much as pricing accuracy, this can reduce operational drag significantly.

Some core features of Datto Commerce are: 

• Distributor catalog integrations
• Automated procurement workflows
• Real-time pricing updates
• E-commerce-style quoting
• PSA integrations
• Accounting integrations

For teams that want quoting to connect directly to purchasing and fulfillment workflows, this category can reduce friction after approval, especially when hardware is part of the deal.

5. Revenue Cloud (Salesforce CPQ)

Revenue Cloud from Salesforce is a full enterprise CPQ platform built directly inside the Salesforce ecosystem. It’s not MSP-specific, but it becomes relevant for larger MSPs that already use Salesforce as their primary CRM and want quoting tightly embedded into that environment.

This is a system designed for complexity.

Revenue Cloud excels when pricing and deal structures go beyond simple service bundles. It supports:

• Advanced product configuration rules (dependencies, exclusions, conditional logic)
• Tiered and usage-based pricing models
• Subscription and recurring revenue management
• Automated renewals and contract amendments
• Guided selling flows for structured sales processes
• Multi-level approval routing
• Revenue forecasting and pipeline visibility

For MSPs selling multi-year agreements, complex bundles, co-termination scenarios, or enterprise contracts, this level of control can be powerful.

Quick comparison: which one fits which MSP?

Most MSPs don’t “pick quoting software.” They pick a quoting workflow and the software either supports it cleanly or forces workarounds.

Here’s the practical way to sanity-check your options:

If you quote a lot of hardware (and margin matters)

Choose QuoteWerks or Kaseya Quote Manager (Datto Commerce).

• QuoteWerks is the classic choice for teams that live in SKUs. It’s strong when you need reliable product database control, distributor-driven pricing/availability, and a quoting process that can handle real-world complexity at volume. If your sales team is constantly quoting hardware + services together, QuoteWerks tends to feel “built for the job.”
• Kaseya Quote Manager (Datto Commerce) is worth looking at when the pain isn’t just quoting—it’s what happens after approval. If procurement and fulfillment speed matter, Quote Manager’s procurement/eCommerce posture can reduce the lag between signed quote and ordered gear.

If you want a modern, cloud CPQ that connects to everything

Choose Quoter (ScalePad).

Quoter is a great fit when you want quoting to be a connected part of your stack—not an island. It’s built around integrations across PSA, distributors, CRM, and accounting, so your team isn’t doing the copy/paste relay between systems.

And if your biggest bottleneck is the “approved… now pay” gap, Quoter has a direct payment gateway integration with FlexPoint so customers can pay by card or ACH as part of the approval flow (and FlexLine financing when enabled).

If your MSP is fully standardized on ConnectWise

Choose ConnectWise CPQ.

ConnectWise CPQ usually makes the most sense when you’re already committed to the ConnectWise ecosystem and want quoting to align with that reality. It can be powerful—but it’s also the kind of tool that rewards ownership. If you don’t have process discipline (and someone responsible for configuration/catalog upkeep), it’s easy for any “big system” CPQ to get messy over time. ConnectWise also highlights payment/finance-related integrations (for example, with ConnectBooster) and other ecosystem partners.

If you’re a larger MSP running Salesforce as your operating system

Choose Revenue Cloud (Salesforce CPQ / RLM).

If you’re already doing enterprise selling inside Salesforce (complex product rules, multi-year agreements, renewals/amendments, and heavy approval logic) Revenue Cloud makes sense because it’s designed for complexity. It’s not plug-and-play, but it is “build it exactly how your org sells” territory.

Check out the full comparison of these tools below: 

How to Choose the Best MSP Quoting Software

The best MSP quoting software isn’t simply the one with the most features. It’s the one that strengthens your entire quote-to-cash workflow.

If your proposals don’t consistently turn into projects, agreements, invoices, and payments without manual re-entry, you don’t have a quoting issue, you have a systems issue.

Modern MSPs need quoting and proposal software that connects seamlessly to PSA platforms, accounting systems, distributor feeds, CRM tools, and payment infrastructure. When those integrations are tight, deals move faster. Scope stays intact. Billing becomes accurate. Cash flow improves naturally.

When they’re not, your team spends time rebuilding data, correcting errors, and chasing payments.

If you’re evaluating MSP quoting software, focus less on templates and more on workflow continuity. The right platform reduces friction between sales, service delivery, finance, and collections. That’s what turns quoting from an administrative task into a revenue engine.

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