Right-fit recommendations
Six weighted criteria score each customer against your plan tiers. The recommendation is explainable, not magic.
Scope. Quote. Close.
Right-fit MSP quoting that replaces your spreadsheet. Scope a customer in minutes, send for signature, sync to your PSA — without the tab-juggling.
Simple as it gets
From spreadsheet to signed in 3 steps
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Import your pricing book
Bring your services, plan tiers, and per-tech rates over from your existing Excel quoting tool. Edit anything; this is your starting point.
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Scope a customer in minutes
Capture the inputs that drive price — seats, M365 plans, infra weight, complexity — and we score the right-fit plan tier and forward-look pricing.
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Send for signature, sync to your PSA
PandaDocs e-signature. HaloPSA sync. Magic-link recipient portal. Your quote moves; you don't.
Built for MSPs
Everything you need, nothing you don't
PandaDocs e-signature
Click "send for signature." Recipient signs. State machine flips to signed. Status reflected back in real time.
HaloPSA sync
Companies, clients, employees, M365 users. Quotes flow back into your PSA so techs aren't re-keying anything.
Multi-tenant from day one
Every record is organization-scoped. Bring your own users, your own catalog, your own quotes — never see anyone else's.
Stripe billing built-in
Free, Low, Medium, High tiers. Self-service Customer Portal. Plan gates that fail fast with the right upgrade prompt.
Bring your own theme
Recipient portal in your colors, your logo, your From-name. The quote feels like yours, because it is.
Sound familiar?
Quoting that doesn't suck
QuoteLlama started life as an advanced Excel spreadsheet — the kind every MSP has a copy of, with the named ranges and the IF-soup and the one cell nobody remembers writing. It worked. It was just slow, brittle, and impossible to send to a customer with a straight face.
We rebuilt it as a Rails app with the pricing logic intact to the cent. Simple for those who want simple. Powerful for those who want powerful. No ceiling.