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.
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Explore Quote Manager’s Top Features
Quote Manager is an intelligent platform with live feeds into your supplier base to help simplify the quoting and procurement process.
Intuitive “WYSIWYG” Quoting
Create device-responsive quotes in 30 seconds. Quote Manager enables you to deliver branded quotes to your clients.
Automated procurement
Intelligent platform maximizes margins and improves transactional reliability to reduce rework.
eCommerce portal for online sales
Enable clients to find and purchase approved solutions from you online, 24/7 at their convenience.
Drive sales & customer satisfaction with Quote Manager.
Quote Manager is a cloud-based platform that simplifies quoting and procurement to increase MSPs’ operational efficiency and profitability.
Reduce the time required to create quotes from hours to minutes-even seconds
Create effective, branded quotes with an intuitive “WYSIWYG” editor enabling video content, animated splash backgrounds, and consistent typefaces and themes throughout proposals. Quote Manager’s supplier data feeds reduce the need to go back and forth with your suppliers to get updated information.
Enable faster customer approval
Speed up the approval process and help ensure document security with mobile-friendly quotes, eSignature proposal acceptance, live quote updates, analytics, and notifications.
Modern and intuitive interface
The simple and intuitive Quote Manager platform is easy-to-learn, allowing staff to quickly and easily quote and sell while onsite with customers.
Automate procurement to improve transactional reliability and reduce rework
Maximize margins and improve customer experience
Reduce OPEX with an intelligent platform that sources product based on availability, price and supplier preferences at time of quote approval. Automating the procurement process improves customer satisfaction through increased transactional reliability, reduced rework, and faster response times. Additionally, Quote Manager can automatically manage bid pricing and supply. The price is automatically displayed on quotes, the eCommerce site, or a customer-specific landing page.
Integrations to help drive efficiency
Quote Manager streamlines your business by integrating with key MSP tools such as Autotask PSA, ConnectWise Manage, Xero, and Quickbooks Online. Proposals created in Quote Manager can be automatically synced to Opportunities (in Connectwise Manage and Autotask PSA), and Quote Manager sales orders assigned to tickets. Correct accounts payable records are synced to Quickbooks Online or Xero. Quote Manager has also partnered with leading hardware, software, and electronics suppliers such as Ingram Micro and Synnex to enable seamless, no-touch procurement.
Enable online product sales—24/7/365
Sell products 24-7
Capture incremental revenue with an eCommerce portal for clients to find and purchase approved products quickly through Quote Manager’s advanced parameter-based search or customer-specific landing pages for self-service of approved products.
Take payment immediately
Enable clients to purchase solutions at their convenience and take a payment right away—without requiring a quote.
Rich product information at their fingertips
Integration with GfK enables rich, accurate, and localized product information to deliver the best online experience possible.