CPQ for MSPs: Quoting Managed Services Without the Spreadsheet
CPQ for MSPs is quoting software set up for the way managed service providers sell: per-seat and per-device monthly services, one-time hardware and project fees, and client-specific rates on the same quote. The catalog and pricing live in one place, so every quote matches what you actually charge.
By David GonzálezPublished Oct 2026New to the term? Start with what CPQ software is. This page covers what changes when the seller is a managed service provider. Coming from Quoter? See how TurboQuote compares to ScalePad Quoter.
Why MSP quotes outgrow spreadsheets
Recurring and one-time lines get mixed up
A managed services quote has a monthly number and a one-time number. In a spreadsheet they share one total column until someone adds a formula, and the client signs a figure nobody can explain.
Costs move faster than templates
Distributor and vendor prices change. Every saved quote template still carries last quarter’s cost, so margin quietly shrinks on the deals that copy it.
Every quoter has their own rates
The owner, the service manager and the account manager all quote. Without a shared price list, the same 40-seat client gets three different per-seat prices.
The quote and the agreement travel separately
The client signs the quote in one email and the master services agreement or SOW in another, and someone has to chase the second signature.
What an MSP needs from CPQ software
- Recurring and one-time billing on one quote: each product carries its own billing frequency: monthly, quarterly, annual or one time.
- Service tiers as bundles: group the products in each support package into a bundle with its own discount, so a tier is one line to add instead of eight.
- Cost next to price: store what each product costs you next to its list price, so margin is visible while you quote.
- Client-specific price books: keep separate price lists for nonprofits, multi-year terms or partner resale, with a discount, validity dates and per-product overrides.
- Fast catalog setup: import products, bundles and price books from a CSV or XLSX export (up to 500 rows per import) instead of typing them in one at a time.
- Quote and agreement in one signature: merge the quote with an MSA or SOW generated in TurboDocx and send both for e-signature together.
Example: an MSP service catalog
| Category | Product | Billing frequency |
|---|---|---|
| Managed services | Managed workstation, per seat | Monthly |
| Managed services | Server monitoring and patching, per server | Monthly |
| Security | Email security, per mailbox | Monthly |
| Backup | Cloud backup storage commitment | Annual |
| Hardware | Firewall appliance | One time |
| Projects | Onboarding and documentation project | One time |
How MSPs set up TurboQuote
TurboQuote is the CPQ module in TurboDocx. A typical MSP setup takes five steps, and the first three happen once.
- 1
Load the service catalog
Import your products from a spreadsheet export, using categories such as Managed services, Security, Hardware and Projects. Each row carries a SKU, billing frequency, list price and, optionally, your cost.
- 2
Build your support tiers as bundles
Create a bundle for each package you sell (for example Essentials and Complete), each with its own items, quantities and bundle discount.
- 3
Set up price books for client segments
Add a price book for each pricing agreement you offer, with a discount percentage, valid-from and valid-to dates and any per-product overrides.
- 4
Quote the client
Create the quote, pick the company and contact, add the tier bundle plus any hardware and project lines, and apply the client’s price book. TurboQuote numbers the quote using your organization format.
- 5
Send the quote with the paperwork
Send the quote on its own for signature, or merge it with the MSA or SOW and send one package through TurboSign. Each signed document comes with an audit trail.
The bulk import guide lists the columns for products, bundles and price books. Teams that automate can also draft quotes from the TurboDocx n8n node or the TurboQuote SDK.
Where your PSA fits
Your PSA stays the system of record for tickets, agreements and billing. To get started in TurboQuote, MSPs bring their catalog, companies and contacts in from a CSV or XLSX export.
On the document side, TurboDocx can generate proposals, contracts and service reports from ConnectWise PSA data. The MSP document automation use case and the MSP documentation automation guide cover SOWs, QBRs and reports.
Frequently asked questions
What is CPQ for MSPs?
CPQ for MSPs is configure, price, quote software set up for managed services: per-seat and per-device monthly services, one-time hardware and project fees, and client-specific rates on the same quote. The catalog and pricing live in one place, so everyone who quotes produces the same numbers.
Do MSPs need CPQ software if their PSA already has quoting?
Not always. If your PSA quoting covers your catalog, pricing and quote documents, keep using it. MSPs usually add a CPQ tool when quotes are still finished in spreadsheets or Word, when several people quote with different numbers, or when the quote has to go out with an agreement for signature.
Can one quote include monthly services and one-time hardware?
Yes. In TurboQuote every product carries a billing frequency (monthly, quarterly, annual or one time), so a managed services quote can list per-seat monthly services next to a firewall and an onboarding project, with a separate subtotal for each billing frequency.
How do I track margin on MSP quotes?
Record what each product costs you alongside its list price. TurboQuote stores an optional cost on every product for margin tracking, so when a distributor raises a price you update the product once and every new quote uses the new cost.
How much does TurboQuote cost for an MSP?
TurboQuote is included with every TurboDocx plan at no added cost. The free plan allows 5 quotes a month, Team allows 15, and Pro includes unlimited in-app quoting, along with TurboSign e-signatures for the agreements you send with each quote.
Quote your next client from a real catalog
TurboQuote is included with every TurboDocx plan, including the free plan.