MSPBanter: Sales Quoting Software Alternatives for MSPs

Written by Dan Kobialka 1
March 23, 2015

Looking for quoting software? Many options are available. Here's a closer look at some of the top choices for managed service providers (MSPs).

Looking for a solid tool to make the quoting process easier? Quoting software helps IT service providers and their sales reps provide pricing and deal information to customers.

There are several quoting software alternatives available to MSPs today, including:

Apttus – This San Mateo, California-based company offers quote-to-cash solutions built on the Salesforce1 Platform. Apttus is growing too; it recently raised $41 million in a Series B funding round that it plans to use to bolster its sales efforts and expand globally.
QuoteWerks – Over 74,000 users currently leverage the QuoteWerks quoting and proposal solution. QuoteWerks also possesses more than 21 years of experience working with MSPs and value-added resellers (VARs).
BidMagic – BidMagic delivers a “complete integrated workflow solution.” It even comes with a 60-day money-back guarantee.

Quosal, a part of the ConnectWise Modern Office suite, is another option, and recently updated its platform to incorporate a video feature that allows sales representatives to include a video in their quotes or proposals.

Kent McNall, Quosal’s CEO, said the ability to attach videos to quotes or proposals enables sales reps to add a personal touch to a typically impersonal process.

“What we [heard] from MSPs very consistently was the message: ‘We want to keep the personal touch in our sales process. We’re concerned our reps rely too heavily on technology in their selling processes and not enough on personal customer interaction,'” he told MSPmentor recently. “These clients are ecstatic about the ability to be far more personal in the sales process through personal videos.”

The new video feature could help Quosal gain a competitive advantage in the quoting software market.

However, it’s also worth noting that

Of course, these are just some of the Quosal alternatives.

So now the question becomes: What other quoting software is worth mentioning?

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