For MSPs

Quoting software for MSPs

SimpliQuote is quoting software built for managed service providers — quote recurring managed-services plans and one-time projects side by side, with per-seat and per-device pricing, margin visibility, and online acceptance.

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7-day free trial · then $15 CAD / user / month · cancel anytime

In short: SimpliQuote is quoting software for MSPs: build managed-services quotes with monthly and one-time line items, per-seat or per-device pricing, cost and margin on every line, and a branded link clients accept and sign online.

Built for your work

Quote the way MSPs actually sell

Most quoting tools assume a one-time sale. SimpliQuote handles the mix of monthly recurring revenue and one-time work that defines managed services — with the cost and margin visibility you need to protect your book.

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Recurring + one-time together

Managed-services MRR and one-time onboarding or hardware live in the same quote, with monthly and one-time totals kept separate automatically.

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Per-seat / per-device pricing

Quote 25 seats or 82 endpoints and the line total updates instantly — ideal for security, backup and helpdesk plans.

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Margin on every line

Enter cost, set a target margin or markup, and the price is calculated for you — so you never quote a plan below your floor.

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Reusable service catalog

Build your stack once — Microsoft 365, EDR, backup, monitoring, helpdesk — and drop items into any quote.

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Approvals on discounts

Require manager sign-off when a plan's margin drops or a discount goes over threshold.

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Accept & e-sign online

Clients approve the managed-services agreement with a click, and you're notified the moment they do.

From quote to signed in three steps

1

Build it

Drop products and services from your catalog into a branded quote. Totals, tax and margin calculate as you go.

2

Send it

Share a link or email it from your own address. Your client reviews it on any device.

3

Win it

They accept and sign online, and you're notified instantly. Status updates automatically.

What is simple quoting software?How to write a quoteCompare Salesforce, PandaDoc & Zoho

FAQ

Questions, answered

Can SimpliQuote quote recurring managed-services plans?
Yes. Monthly and one-time line items sit side by side in one quote, and SimpliQuote keeps the recurring (MRR) total separate from the one-time total automatically.
Does it support per-seat and per-device pricing?
Yes. Set a unit price and quantity per line, so per-seat, per-user or per-endpoint pricing calculates instantly as you change the count.
Can I see cost and margin on a quote?
Yes. Enter your cost and a target margin or markup and SimpliQuote calculates the sell price, and shows internal margin that never appears on the client copy.
Is SimpliQuote a good fit for a small MSP?
Yes. It's a flat $15 CAD per user per month with a 7-day free trial, so it's affordable for a solo MSP or a growing team, without an enterprise CPQ's cost and setup.

Start quoting in minutes

Create your workspace, add your branding, and send your first quote today. 7-day free trial, then $15 CAD per user monthly.

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