Industry Solutions
Quoting, CPQ, and Proposal Software for MSPs, VARs, and IT Providers
Managed Service Providers (MSPs), Value-Added Resellers (VARs), and IT solution providers often rely on spreadsheets, Word documents, and disconnected tools to build quotes and proposals. As offerings expand across hardware, software, and recurring services, these manual processes lead to errors, inconsistent pricing, and slow sales cycles. QuoteWerks replaces this with a structured CPQ and proposal system built specifically for IT sales workflows. It connects directly with PSA systems like ConnectWise, Autotask, HALO PSA, and Kaseya BMS, as well as distributors like Pax8, TD SYNNEX, Ingram Micro, and D&H.
From quote to payment to procurement, manage your entire IT sales workflow in one system
How IT Providers Sell
What MSPs, VARs, and IT Teams Actually Manage
Quotes combine products, services, and recurring revenue across multiple systems
MSPs, VARs, and IT providers deliver a mix of hardware, software, cloud solutions, and managed services. Each quote must combine one-time products with services and often recurring revenue, while aligning with CRM, PSA, and accounting systems.
In practice, this means managing:
- Hardware and software from multiple distributors
- Recurring services, support agreements, or project-based work
- Customer and opportunity data from PSA or CRM systems
- Pricing, margins, and bundled solutions
- Procurement and order fulfillment
This complexity is what makes quoting difficult—and why spreadsheets and manual processes quickly break down.
The Challenge
Why Quoting and Procurement Break for IT Providers
Manual tools and disconnected systems create inefficiencies across the entire sales process
- Building quotes in Excel instead of a structured CPQ system
- Managing products, services, and recurring revenue separately
- Re-entering data between PSA, CRM, and accounting systems
- Limited visibility into quote activity and customer engagement
- Manual procurement and order tracking
Without a connected system, IT teams spend more time managing data than closing deals.
The Solution
A Complete CPQ and Quote-to-Cash Workflow for MSPs and VARs
From CRM to quote to payment to procurement, everything stays connected
Instead of building quotes manually and managing disconnected systems, QuoteWerks provides a structured CPQ and proposal system that connects your entire sales workflow.
- Retrieve contacts and opportunities directly from PSA or CRM systems
- Build quotes using real-time distributor pricing from Pax8, TD SYNNEX, Ingram Micro, and D&H
- Combine hardware, software, services, and recurring revenue in one quote
- Deliver interactive proposals through QuoteValet
- Track customer engagement and activity
- Capture eSignatures and collect payments directly
- Generate purchase orders and automate procurement
QuoteWerks connects your process from initial opportunity through final order and fulfillment—without re-entering data or switching systems.
This eliminates the need to move between distributor portals, spreadsheets, and multiple systems, giving your team one place to manage the entire sales and fulfillment process.
Quote Delivery
Know When Customers View and Act on Your Quotes
Move faster with real-time visibility into quote engagement
Instead of sending static PDFs and waiting for a response, QuoteValet gives you real-time visibility into when customers engage with your quote.
With QuoteValet, IT providers can deliver interactive proposals instead of static documents. You can see exactly when a customer views your quote and how they interact with it.
- Get notified when a quote is opened
- Track customer activity and engagement
- Communicate directly within the proposal
- Allow customers to accept, sign, and pay in one place
This visibility helps your team follow up at the right time and close deals faster.
Capabilities
Everything You Need to Quote, Sell, and Fulfill IT Solutions
Built for MSP, VAR, and IT sales workflows
- Combine hardware, software, and recurring services in one structured quote
- Use real-time distributor pricing from Pax8, TD SYNNEX, Ingram Micro, and D&H
- Deliver interactive proposals with QuoteValet
- Capture eSignatures and payments directly from quotes
- Automate procurement with purchase orders and electronic ordering
- QuoteWerks tracks shipping status, serials, and receiving
- Maintain consistent pricing and service bundles
Quote-to-Cash Workflow
From Opportunity to Quote to Payment to Procurement
One system to manage your entire IT sales and fulfillment process
IT sales workflows don’t stop at creating a quote. They move from opportunity to quote, then to customer approval, payment, and procurement.
QuoteWerks connects each step:
- Start with opportunities from your PSA or CRM
- Build quotes with real-time pricing
- Deliver proposals via QuoteValet
- Capture approvals and payments
- Generate purchase orders and complete procurement
This creates a seamless flow from initial opportunity through final order—without duplicate data entry.
Integrations
Connect Your CPQ Workflow to Your MSP and IT Stack
Work directly with the tools MSPs, VARs, and IT providers rely on
MSPs and IT providers rely on tightly connected systems to manage customers, quoting, billing, and procurement. Replacing those systems isn’t practical—and it’s not necessary.
QuoteWerks acts as the layer between your PSA, CRM, accounting, and distributor systems.
- PSA integrations: ConnectWise, Autotask, HALO PSA, Kaseya BMS
- Distributor integrations: Pax8, TD SYNNEX, Ingram Micro, D&H
- Accounting integrations for seamless quote-to-invoice workflows
- Maintain your existing tools while adding structure and control
Industry Overview
What Is an MSP, VAR, or IT Solution Provider?
Delivering technology solutions that combine products, services, and ongoing support
MSPs, VARs, and IT providers deliver technology solutions that combine hardware, software, cloud services, and ongoing support.
- MSPs focus on recurring services and long-term support
- VARs focus on product resale and solution delivery
- IT providers often operate across both models
This combination makes quoting more complex than traditional product sales. A structured CPQ system is essential to maintain accuracy, consistency, and efficiency.
Built for IT Providers
Built by People Who Have Done the Work
Real-world IT services experience shaped how QuoteWerks works
QuoteWerks was built by a team with hands-on IT services experience—installing software, building systems, and running network infrastructure for customers.
That experience shaped how the platform works today, focusing on real-world workflows instead of theoretical processes.
FAQ: Answers to help you evaluate quoting, sales, and procurement tools
Common Questions About CPQ and Proposal Software for MSPs, VARs, and IT Providers
QuoteWerks connects your workflow from opportunity to quote to payment and procurement in a single system. Instead of switching between PSA, quoting tools, and distributor portals, your team can manage the entire process in one place. This reduces manual work, eliminates duplicate data entry, and keeps your sales and fulfillment processes aligned.
Yes. QuoteWerks allows you to include managed services, subscriptions, and support agreements alongside hardware and software. This ensures your quotes reflect the full value of your offering and keeps recurring revenue structured and consistent. It also makes it easier to standardize service bundles across your team.
Yes. QuoteWerks integrates with PSA systems like ConnectWise, Autotask, HALO PSA, and Kaseya BMS, allowing you to sync customers, companies, and opportunities directly into your quoting workflow. This eliminates the need to re-enter data and ensures your quotes stay aligned with your service and customer management systems.
Yes. QuoteWerks connects with distributors like Pax8, TD SYNNEX, Ingram Micro, and D&H to provide real-time pricing and product availability. This allows you to build accurate quotes without manually checking distributor portals. It also helps you compare pricing across vendors and respond to customers faster.
QuoteValet is an interactive proposal delivery system that replaces static PDFs. It allows you to see when a customer views your quote, track engagement, and communicate directly within the proposal. Customers can review, accept, sign, and pay in one place, which reduces friction and helps you close deals faster.
Yes. With QuoteValet, customers can electronically accept quotes, sign agreements, and submit payments directly within the proposal. This removes delays between approval and payment and streamlines the sales process from quote to closed deal.
QuoteWerks allows you to generate purchase orders and submit electronic orders directly from your quotes. Once a quote is approved, you can move immediately into procurement without re-entering information. This connects your sales process to fulfillment and reduces errors in ordering.
Yes. QuoteWerks allows you to pull pricing from multiple distributors like Pax8, TD SYNNEX, Ingram Micro, and D&H. This makes it easy to compare costs and choose the best option while building your quote, without switching between systems.
Once a quote is accepted through QuoteValet, you can immediately move into procurement and order processing. The system allows you to generate purchase orders, initiate fulfillment, and track the next steps without rebuilding or duplicating data.
Yes. QuoteWerks allows you to define pricing rules, margins, and service bundles so your team follows a consistent structure. This reduces pricing inconsistencies and helps protect profitability across all quotes.
No. QuoteWerks is designed to work with your existing PSA, CRM, and accounting systems. It acts as the layer that connects these tools, allowing you to maintain your current stack while improving your quoting and sales workflow.
QuoteWerks is designed for MSPs, VARs, and IT solution providers. Whether your business focuses on recurring services, product resale, or a combination of both, QuoteWerks helps structure your quoting process and connect it to your broader sales and fulfillment workflow. Although QuoteWerks is designed with the IT Professional in mind, it can be used in almost any industry.
You should look for a system that supports recurring services, integrates with PSA and distributor systems, provides real-time pricing, and connects quoting to procurement. The goal is to eliminate manual processes and create a fully connected sales workflow from opportunity to fulfillment.
No. QuoteWerks allows you to retrieve pricing, availability, and even import quotes directly from distributors like TD SYNNEX, Ingram Micro, and D&H. This eliminates the need to switch between multiple systems while building quotes.