MSP QuoteFlow

Create and send HaloPSA quotes in minutes without enterprise bloat.

Purpose-built quoting for 2–15 person MSPs. Connect HaloPSA, pull customers instantly, build professional PDFs, and understand your margins before anything hits DocuSign.

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HaloPSA-first

OAuth connect, customer sync, and opportunity context that mirrors what MSP sellers see every day.

Frictionless quoting

Line items, discounts, taxes, and branded PDFs that take minutes instead of days to configure.

Beta-friendly pricing

$999 setup + $149/mo for the first cohort of MSPs—no enterprise contracts or hidden fees.

Why now

HaloPSA users are priced out of quoting tools built for enterprises.

MSP QuoteFlow pairs HaloPSA data, Pax8 ready pricing, and a dead simple quote builder. Every feature in the roadmap is focused on hitting the under-10-minute quote promise described in the project plan.

  • • HaloPSA connect + customer sync
  • • Manual quote builder with live margin visibility
  • • Branded PDF export and DocuSign hand-off

Week 1 goal

Validate and build the MVP loop

Connect HaloPSA → import customers → create and send a quote in under 60 minutes. Every task in the repo is aimed at unlocking that loop for the first 5 beta MSPs.

Peek at the in-app experience →