The CPQ platform built for MSPs. Connect your CRM, build recurring-revenue quotes, and close deals faster.
No credit card required · Setup in 2 minutes
Total Quotes
24
MRC Pipeline
CA$12,450
Won MRC
CA$8,200
From catalog to closed deal — QuoteWell streamlines your entire quoting process.
Search opportunities directly from the quote builder, auto-fill customer details, and sync quote status back to Won or Lost in Capsule.
Per-seat, per-device, flat monthly, or one-time — every pricing model MSPs actually use, built in from day one.
Generate branded proposals with your logo, T&Cs, and signature block. One click, ready to send.
Send quotes with the PDF attached straight from your own domain using Resend. No downloading and re-attaching.
Invite your SA team, assign admin roles, and control per-user quote visibility across your organization.
Automatic alerts when quotes exceed a 15% pricing threshold. Admin approval workflow keeps your margins protected.
Three steps to a winning quote
Add your MSP services with pricing models. Set standard rates for monitoring, security, cloud, and project work.
Select services, adjust quantities and pricing, add customer details and custom terms. Watch the ACV calculate live.
Generate a professional branded PDF and send it to your prospect. Track status from draft to accepted.
Start free, upgrade when you're ready
Perfect for getting started
For growing MSPs
For growing MSP teams
Join hundreds of MSPs using QuoteWell to close deals faster. Free to start, no credit card required.
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