Create Perfect Quotes in Minutes—The MSP Secret Weapon

For Managed Service Providers (MSPs), creating professional, accurate quotes is critical to closing deals and making a lasting impression. The Quoting Tool from RingLogix is designed to simplify this process, enabling partners to generate quotes for new customers quickly and efficiently.

This article provides an overview of how the Quoting Tool works, along with the benefits it brings to your business. With its intuitive interface and robust features, the Quoting Tool is an invaluable asset for MSPs looking to save time and improve accuracy.

Key Benefits of the Quoting Tool

1. Efficiency at Its Core
   The Quoting Tool saves time by automating repetitive tasks, allowing your team to focus on building relationships and growing your business.

2. Customizable Quotes
   Tailor quotes to meet the specific needs of your prospects, ensuring you present a professional and personalized solution every time.

3. Error Reduction
   By standardizing the quoting process, the tool minimizes the risk of errors, helping you maintain credibility and trust with potential clients.

4. Seamless Transition to Activation
   Once a prospect accepts a quote, the Quoting Tool enables a smooth transition from proposal to account creation, keeping your sales pipeline moving efficiently.

How the Quoting Tool Works

Here’s a high-level overview of how to use the Quoting Tool to create a quote:

1. Start by Adding a New Quote

• Navigate to the Sales section in the header and click on Add New Quote.
• In the Customer Info page, fill out the following details:
  • Type: Select "New Prospect."
  • Company Name
  • Contact Information: Enter the prospect’s first and last name.
  • Email: Provide the email address where the quote will be sent.
  • Billing Address: Input the full billing address.

2. Define Service Details

• Select the desired contract Term (e.g., month-to-month or annual).
• Click Add Service and choose a service type from the dropdown menu.
• Fill in the required fields and add billing details.

3. Add One-Time Charges

• Enter quantities, descriptions, and rates for any one-time charges.
• Use the "+" button to add multiple charges as needed.

4. Review and Deliver

• Review the quote to ensure all details are accurate.
• Save the quote for later use or email it directly to the prospect by clicking Email.

5. Activate the Account

• Once the prospect places the order, activate the account by selecting Activate.

Why MSPs Love the Quoting Tool

Albert Diaz, CEO of RingLogix, explains, "The Quoting Tool was built with MSPs in mind. It not only simplifies the quoting process but also ensures accuracy and professionalism in every proposal."

Whether you're handling high volumes of quotes or tailoring custom solutions, this tool is a must-have for any MSP aiming to enhance its sales operations.

Ready to Streamline Your Sales Process?

The Quoting Tool is just one of the many ways RingLogix helps MSPs save time, reduce errors, and focus on growth. Learn more about how RingLogix can transform your sales process here.