Managed Services Providers (MSPs) face a tough quoting reality: complex service combinations, tight margins, demanding clients, and fast-moving competition. Quoting isn’t just another task — it’s a critical point of failure or success.
Yet for many MSPs, the quoting process is still manual, inconsistent, and time-consuming. Sales reps dig through spreadsheets, interpret pricing rules from memory, and cobble together proposals using outdated templates. The result? Delayed responses, errors, and lost revenue.
There’s a better way. And it's already working for leading providers.
Quoting managed services is harder than it looks. Your service catalog may include:
But every client wants a different combination. Some pay by device, others by user. Pricing changes with contract length, region, SLA level, and usage tiers. It’s easy to make mistakes — or worse, undercharge and eat into your margins.
Here’s what quoting often looks like without the right tools:
When quoting slows down, so does your entire sales cycle. Clients notice. Competitors move in. And your team loses confidence in the process.
Configure, Price, Quote (CPQ) software is built to streamline the quoting process. For MSPs, CPQ tools automate how you build service packages, apply pricing rules, and deliver clear, professional quotes.
With CPQ software, your quoting process becomes:
CPQ tools act as a quote manager, guiding reps through options based on client needs. They ensure accuracy while reducing the administrative burden of manual quoting.
MSPs deal with a mix of hardware, software, and services. CPQ makes it easy to bundle them together based on client size, industry, or needs. Guided selling tools ensure only valid combinations are selected.
Faster quotes mean faster deals. With real-time pricing and predefined templates, CPQ eliminates back-and-forth edits and accelerates the sales cycle.
With built-in pricing logic, CPQ software helps you avoid underquoting or misapplying discounts. Quotes stay within margin targets and reflect real-time costs.
Clients expect professional, timely service quotes. CPQ delivers polished, accurate proposals that can be personalized to specific requirements without starting from scratch.
CPQ solutions reduce friction by integrating with your billing platform. All pricing and service terms are correct up front, which leads to faster invoicing and payment.
As your business grows, so do your service offerings. CPQ systems are designed to handle growth, supporting new pricing models, product tiers, and markets without overwhelming your sales team.
When it comes to quoting managed services, not just any software will do. MSP quoting tools are purpose-built to handle the unique challenges of managed services offerings. These tools help you manage:
An MSP quoting tool doesn't just save time — it builds confidence. Whether you're configuring bundled products and services or handling changes mid-contract, quoting software ensures you're always accurate, fast, and consistent.
Not all quoting tools are created equal. The best MSP quoting software goes beyond configuration. It allows you to:
A flexible MSP quoting platform ensures your sales team can adjust quickly to client needs while staying within business rules.
Modern CPQ systems are built to handle the realities of MSP sales:
Basic CPQ systems handle standard configurations. But advanced solutions like XaitCPQ take things further by supporting complex approval flows, deep integrations, and tailored service logic.
XaitCPQ helps MSPs:
With XaitCPQ, you get enterprise-grade flexibility without sacrificing usability. Your team can quote faster, smarter, and at scale.
Quoting doesn’t have to be a bottleneck. With the right CPQ platform, it becomes a strategic asset.
By investing in CPQ for managed services, MSPs can:
Whether you’re quoting professional services, bundled solutions, or subscription plans, CPQ gives your team the tools to succeed.
Ready to turn your quoting process into a competitive advantage? CPQ is the way forward.