Business Automation Feature

A complete quoting solution for your MSP clients.

Free Demo

Explore our Business Automation solution.


Our Business Automation solution allows you to create quotes for your clients for:

  • Products
  • Labor
  • Inventory items
  • Contracts
  • Simply add products and inventory items to the quote. Send the quote by email, your client can edit, approve or decline the quote online.

    Once the quote is approved, we will convert inventory items into billable items, add a new contract part to an existing or new contract and create PO and follow-up tickets automatically.

    Our quoting module makes your life easier. Simply offer additional services to existing contracts. And offer items from your inventory, locking these items for further use to prevent offering them twice while prices for additional purchases are yet unknown.

    Offer your clients an easy way to accept quotes online. We also make the handling a breeze:

  • A sale is created automatically for each quoted one-off
  • PO and Handling tickets are created on quote approval
  • Contracts are created automatically
  • Billable items will contain all the details your client wants to know for approval:
  • – Quote number
    – Approved by
    – Description
    – Serial number

    The look & feel of your quotes can be fully customized.