The best proposal software for an MSP depends on what the proposal sells. A hardware quote needs live distributor pricing. A managed-services deal needs clear monthly pricing. A project needs a scoped statement of work with hours your team can deliver. No tool on this list is best at all three. We build ScopeStack for the third job, and we say below where other tools beat us on the first two.
TL;DR
MSPs send three different documents and call all of them proposals.
The product quote. Firewalls, laptops, licenses. Your margin depends on current cost and stock from your distributor. The client wants a total and a place to sign.
The managed-services deal. A monthly price per device or per user, an onboarding fee and a term. The client wants to see what repeats each month and what doesn't.
The project SOW. A migration, a network refresh, a security rollout. Labor sets the price, with hours by role, assumptions and exclusions. If the hours are wrong, the margin is gone before kickoff.
Proposal tools grew up around the first two. We asked six AI engines "What is the best proposal software for managed services providers?" in November 2026. Four answers opened with QuoteWerks or Quoter, both product-quoting tools.
| Tool | Built for | ConnectWise and Autotask | Distributor pricing | Labor and SOW |
|---|---|---|---|---|
| QuoteWerks | IT sales quoting | Yes. Syncs deals. Builds ConnectWise projects and tickets | Pax8, TD SYNNEX, Ingram Micro, D&H | Labor lines. SOW as an attachment |
| Salesbuildr | MSPs only | Yes. Quote lines, signed PDF, agreements, tickets | "Over 50 distributor feeds" | Labor roles come from the PSA |
| ScalePad Quoter | MSPs | Yes. Contacts, deals and win or loss status | Ingram Micro, TD SYNNEX, D&H, Dicker Data | Labor as a line group |
| Zomentum | Service businesses, MSPs included | Yes. Its help center maps clients, contacts, deals and quote lines | Ingram Micro, TechData, D&H and others | Not described |
| Smart Pricing Table | Agencies, firms and IT providers | Not described | Not described | Hourly tasks, rate card, SOW templates |
| Proposify | Any team that sends proposals | Not described | Not described | Not described |
| PandaDoc | Any team that sends agreements | Not described | Not described | Not described |
| ScopeStack | MSPs, VARs and IT solution providers | Native. Builds the PSA project from the scope | None | Rate cards by role, approvals, SOW from the scope |
If most of your proposals are boxes and licenses, start here. QuoteWerks lets you "build quotes using real-time distributor pricing from Pax8, TD SYNNEX, Ingram Micro, and D&H." Its distributor content comes with the Pinnacle plan. Salesbuildr says "over 50 distributor feeds bring distributor pricing and stock into quotes." Its Standard plan connects up to 6 of them.
ScalePad Quoter does the same job with Ingram Micro and TD SYNNEX pricing. It lists a product catalog of "21M+ products." Its plans are priced by quote count with unlimited users, which suits a team where many people build quotes.
We don't do distributor pricing. ScopeStack can quote third-party products and add license SKUs to services, but there's no live price feed. If your margin lives in hardware, one of these three should own that quote.
Both explain their ConnectWise sync in detail. QuoteWerks says it can "turn approved quotes into Projects, Agreements, Tickets, and Purchasing records automatically inside ConnectWise PSA." Salesbuildr puts the quote lines on the ConnectWise deal when you send the quote. Once the client signs, you can add recurring services to an agreement and open a ticket. In Autotask, Salesbuildr builds the quote as you work.
Both start from the products on the quote. That handoff fits a product order. For project work, Salesbuildr's own comparison page points to ScopeStack when "the sale is a complex services engagement with scoping and statements of work."
If you run ConnectWise PSA, you already know ConnectWise CPQ. We compared it with ScopeStack in a separate head-to-head post. ScopeStack has no integration with ConnectWise CPQ.
Smart Pricing Table is built for the deal that repeats each month. Its MSP page says you can "combine monthly managed services retainers, per-device or per-user rates, onboarding fees, and one-off projects." Totals split monthly costs from one-time costs, which is the first thing a client asks about. E-signature comes with every plan.
It also has hourly task estimates and SOW templates. That's the closest any proposal tool here gets to scoping. The gap is the PSA. Its site doesn't describe a ConnectWise or Autotask link, so the hours stop at the signed document.
If your buyers judge the document itself, start with these two. PandaDoc says its e-signatures are "legally binding" and meet ESIGN, UETA and eIDAS. Proposify offers "professional, branded proposals from conversation to close," with signatures on every plan.
Neither site describes MSP workflows, a PSA link or distributor feeds. PandaDoc ties its CPQ to HubSpot and Salesforce.
See a scope go from discovery questions to an approved SOW and a PSA project in one demo.
Get a demoWe build ScopeStack for the project SOW, where labor sets the price.
After rolling out ScopeStack, Computacenter cut contract turnaround by 75%, from 8 days to under 2. We're rated 4.9 out of 5 on G2.
Four of these vendors list MCP today: Smart Pricing Table, Proposify, Zomentum and ScalePad Quoter. PandaDoc lists it as beta on its pricing page. Salesbuildr's API page says MCP is "coming soon."
With ScopeStack MCP, agents such as Claude create projects and build scopes from your catalog. They get the same permissions as the user who connected them.
We use credit-based pricing with unlimited users and no per-seat fees. Credits are consumed only when a project is created, so adding reps doesn't add cost. Native ConnectWise PSA and Autotask integrations are included. Our Integration Engine for other apps is priced separately. Current rates are on the pricing page.
Here's what the other vendors list on their pricing pages as of November 2026.
| Tool | Entry plan, as listed |
|---|---|
| QuoteWerks | Essential, $49 a month per concurrent user, billed monthly. Distributor content needs Pinnacle, $99 |
| Salesbuildr | Standard, $329 a month with 3 users and up to 6 distributors, plus $1,099 onboarding. 12-month minimum |
| ScalePad Quoter | Standard, $299 a month for 75 quotes, unlimited users. 12-month term |
| Zomentum | Expand, $249 a month with 3 users ($199 billed yearly) |
| Smart Pricing Table | Team, $99 a month for 2 users and 35 proposals |
| Proposify | Build, $49 per user per month ($39 billed yearly) |
| PandaDoc | Free plan. Starter is $19 per seat per month, billed yearly. CPQ is on Enterprise only |
Choose ScalePad Quoter if your proposals are mostly hardware and licenses and you want live distributor pricing in the quote.
Choose Salesbuildr or QuoteWerks if you want product quotes and recurring contracts to land in ConnectWise or Autotask without retyping.
Choose Smart Pricing Table if your main document is a monthly services offer with per-device or per-user tiers.
Choose PandaDoc or Proposify if design and fast signing matter more than PSA or distributor links.
Choose ScopeStack if you sell projects, your engineers scope them, and the hours in the SOW need to match the hours in the PSA project. If a product quoting tool already handles your hardware, keep it for that.
| Job | Winner |
|---|---|
| Distributor pricing in product quotes | QuoteWerks, Salesbuildr, ScalePad Quoter |
| Product quotes and contracts into the PSA | QuoteWerks, Salesbuildr |
| Monthly services offers | Smart Pricing Table |
| Document design and e-signature | PandaDoc, Proposify |
| Labor scoping, SOW and PSA project | ScopeStack |
| AI assistants through MCP | Tie |
It depends on what you sell. QuoteWerks, Salesbuildr and ScalePad Quoter fit hardware quotes with distributor pricing. Smart Pricing Table fits monthly services offers. ScopeStack fits project work that needs a scoped SOW and a PSA project.
What's the difference between an MSP proposal and a statement of work?A proposal sells the deal. It says what the client gets and what it costs. A statement of work defines the delivery, with tasks, hours by role, assumptions and exclusions. Product and monthly services deals often need only a proposal. Projects need both.
Which MSP proposal tools integrate with ConnectWise and Autotask?Five of the tools here list both: QuoteWerks, Salesbuildr, ScalePad Quoter, Zomentum and ScopeStack. QuoteWerks and Salesbuildr go deepest on product quotes. ScopeStack builds the PSA project from the scoped labor.
Which MSP quoting software pulls distributor pricing?QuoteWerks, Salesbuildr, ScalePad Quoter and Zomentum list distributor links such as Ingram Micro, TD SYNNEX and D&H. ScopeStack does not do distributor pricing.
Can proposal software build a statement of work for an IT project?Some proposal tools offer SOW templates. ScopeStack writes the SOW from an approved scope priced by role, so the document matches the hours your team will deliver.
Does MSP proposal software work with Claude or other AI assistants?Several do through MCP, including Smart Pricing Table, Proposify, Zomentum, ScalePad Quoter and ScopeStack. PandaDoc lists MCP as beta. Salesbuildr says MCP is coming soon.
ScopeStack publishes this page. Details for the other seven tools come from their own product, integration, AI and pricing pages. We read them in November 2026. Where we didn't find something on a vendor's site, we say "not described" instead of "no."