Quotes and Proposals
Create, send, and track quotes in minutes. Built for MSPs,
this module makes quoting effortless from start to finish.
Structured, Centralized Quoting Built for MSPs
QwikSell brings structure and consistency to quoting by centralizing pricing, services, and quote layout in one system. Instead of relying on spreadsheets, disconnected tools, or tribal knowledge, teams work from a single service catalog with built-in pricing logic, margins, and required components. Quote templates standardize how proposals are presented, ensuring every quote follows the same structure, language, and branding while reducing the time spent formatting and correcting documents.
Quote With Precision
- Easy to understand quote builder that allows services and line items to be added, reordered, and adjusted in real time
- Automated calculations for pricing, markups, discounts, taxes, bundles, and recurring fees
- Built-in peer review and approval workflows to control pricing and ensure internal sign-offs
- Version tracking that records revisions and maintains clarity on which quote is approved
- Client-ready outputs with clear pricing and service descriptions
- Quotes tied directly to prospects and opportunities within the sales workflow
Quotes That Move Faster Without Losing Control
By combining flexibility with built-in safeguards, QwikSell allows sales teams to move quickly without sacrificing accuracy or oversight. Quotes stay connected to the broader sales process, keeping context, approvals, and revisions in one place. The result is a quoting process that is faster, more predictable, and easier to manage from first draft through client approval.
- Fast Quote Creation Build and send accurate quotes in minutes using your own products and pricing.
- Branded Templates Every quote includes your logo, colors, and company details automatically.
- Real-Time Tracking Get instant visibility when quotes are viewed, signed, or accepted.
- Simple Editing Update quotes easily without having to start from scratch or resend documents.
