MSP quoting software for sales and procurement
Kaseya Quote Manager is cloud-based quoting software for MSPs that transforms how you quote, sell and procure IT hardware and services. Revolutionize your e-commerce operations and boost profitability with this all-in-one quoting and procurement platform.
Optimize MSP sales from quote to close
Kaseya Quote Manager unlocks your MSP’s revenue potential with an improved sales process from start to finish. Faster quoting, automated purchasing and integrated workflows enable your business to capture more opportunities and drive sustainable growth.
Streamline and expedite the quoting process
Use the intuitive drag-and-drop editor to quickly create polished, branded quotes in less than a minute. Save time, reduce tedious rebuilds and close deals faster with modern electronic quoting designed to enhance MSP efficiency and fast-track sales.
“Kaseya Quote Manager provides reliable data in a single pane of glass which greatly improves the accuracy and protects our margins.” Tim Andrews - Director, Impulse Data
Boost productivity with automated procurement
Say goodbye to manual, time-consuming hardware procurement. Automate every step to minimize errors, reduce repetitive tasks and speed up the entire process. Stop relying on outdated tools by upgrading to a faster, smarter way to manage purchasing.
“The business efficiency it drives throughout our entire operation has enabled us to take on more customers while reducing the noise and workload for our team.” Ian Dunstan - Managing Director, Cobal
Increase sales and customer satisfaction
Accelerate approvals with mobile-friendly quotes and digital signatures. Improve service delivery and customer satisfaction by providing rapid responses, one-hour onboarding and top-tier hardware from our network of leading vendors and supplier integrations.
"Logging in and navigating menus adds friction customers don’t want. With Kaseya Quote Manager, everything they need is right in front of them." Rory Gallagher - Partner Account Executive, ClipTraining
Drive efficiency with seamless integrations
Sync proposals to opportunities and assign sales orders to PSA tickets without added effort. Keep accounts payable accurate via our integration with QuickBooks Online or Xero and connect to hundreds of vendors and suppliers for faster, smoother operations.
“The greatest thing with all the Kaseya 365 products is integrations between each product.” Roman Shain- Chief Solutions Architect, Nero Consulting
Quoting software that accelerates MSP sales
Kaseya Quote Manager shortens the time to build sales proposals and purchase assets from hours to minutes. Adopt a solution that tackles the challenges of time-consuming MSP quoting and procurement while strengthening customer relationships.
30-second quote generation
Use dynamic templates to create and send client-ready, device-responsive quotes in seconds. Impress prospects with professionally branded proposals built fast and accurately with the easy-to-use visual editor so your team spends less time quoting.
Fast product selection
Instantly access a wide range of IT hardware and solutions with advanced, parameter-based search filters. Use real-time supplier feeds and client preferences to quickly find exactly what you need without digging through spreadsheets or outdated catalogs.
Effortless buying guidance
Give clients clarity by simplifying hardware jargon with embedded rich media and interactive content. Overcome choice paralysis and empower your customers to make informed decisions with confidence, all backed by your expert guidance.
Automated, instant procurement
Trigger procurement the moment quotes are approved. Route purchasing through built-in logic to match pricing, availability and supplier preferences. Eliminate delays, reduce errors and free your team from repetitive follow-ups with automated purchasing.
Transparent pricing and availability
Decrease operational expenses with a platform that provides live access to vendor cost and stock data before sending quotes. Build pricing strategies that maximize your margins, confidently meet customer needs and replace guesswork with accurate information.
Branded e-commerce storefront
Generate additional sales with a custom online store that lets clients browse, select and purchase pre-approved hardware with ease. Deliver a self-service buying experience that builds trust, simplifies renewals and drives revenue growth around the clock.
Get MSP quoting software and much more with Kaseya 365 Ops
Kaseya 365 Ops delivers a single, integrated subscription that provides everything needed to manage, document and optimize your IT service operations.
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Get a demoFrequently asked questions about MSP quoting and procurement
MSP quoting refers to the process of generating cost estimates or price quotations for IT hardware, software or services that managed service providers (MSPs) offer to their clients. It involves creating detailed proposals that outline the pricing and specifications of the solutions to be provided. This process helps MSPs streamline their sales processes and provide accurate pricing information to their clients.
MSP procurement is the practice of acquiring IT hardware, software and services on behalf of an MSPs' clients. It involves the selection, purchasing and delivery of necessary technology products and solutions to meet the specific needs of the customer. It often includes activities like researching suppliers, negotiating contracts, managing vendor relationships and maintaining inventory.
MSP quoting and procurement software is a specialized technology solution designed for MSPs to streamline the processes of creating quotes and procuring IT products and services on behalf of their clients. This software typically includes features that allow MSPs to efficiently generate quotes, manage pricing, communicate with vendors and facilitate the procurement of hardware, software and services for their customers.
MSP quoting and procurement software is essential for streamlining operations, improving efficiency, reducing costs and enhancing client satisfaction. It provides accuracy in quotes and procurement, helping MSPs outpace competitors and maintain a competitive edge, ultimately driving business growth.
Ready to get started?
Request a demo to see how Kaseya Quote Manager streamlines and enhances the MSP sales process.