List of the Top Quoting Software for HaloPSA in 2026

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Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Salesbuildr is a cloud-based sales platform specifically designed for managed service providers (MSPs), which combines distributor catalogs and pricing with tools for creating quotes, proposals, and managing sales pipelines. Sales teams can easily generate quotes using synchronized product catalogs, establish pricing and approval processes, and send out customized online proposals that feature client selections and digital signatures. Once quotes receive approval, they can automatically sync with systems like Autotask, ConnectWise Manage, or HaloPSA, and also support CRM integration with HubSpot. The platform offers additional capabilities such as recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, alongside features for prospecting and whitespace analysis to identify service gaps in client portfolios. A unique branded storefront is also available for self-service ordering, significantly improving the user experience. Moreover, the inclusion of a public REST API and webhooks allows for tailored integrations to meet diverse business requirements. Overall, Salesbuildr is meticulously designed to empower MSP sales teams to efficiently manage products and services sourced from distributors, while also effectively handling ongoing agreements and tracking customer opportunities to drive growth. This comprehensive approach ensures that sales representatives have all the necessary tools to succeed in a competitive marketplace.