QuoteLlama

The problem

The typical MSP we talk to runs three to five recurring-revenue packages (per-seat managed endpoints, per-server monitoring, a security bundle, sometimes a backup add-on) and quotes them weekly to prospective clients of slightly different sizes. The quote itself is the same skeleton every time — the same line items, the same SLA blurb, the same NDA-shaped boilerplate at the end — but the per-seat counts and discount thresholds change with every deal.

Today most of those MSPs build quotes by hand. They open last week's Word document, save-as a new file, hunt-and-peck the seat counts, double-check the math on the per-seat times annual line, and pray the formatting survives the round trip through Outlook. Five quotes a week at twenty to forty minutes each is two to four hours of senior time per week that should be billable. QuoteLlama collapses that down to a handful of clicks.

How QuoteLlama works

The shape is intentionally narrow.

1. Define your packages once. Each managed-services package — the per-endpoint plan, the per-server monitoring plan, the security add-on — gets a row in QuoteLlama with its line items, recurring price per unit, one-time onboarding fee, and any default discount tiers. This is the work you do once; everything afterward is reuse.

2. Build a quote from a prospect. Enter the prospect's seat counts and the packages they're buying. QuoteLlama computes the recurring monthly total, the annual total, the one-time fees, and applies your discount tiers automatically. The output is a clean PDF or a hosted link — the same package skeleton every time, just with this deal's numbers.

3. Send and track. Email the quote, send a link, or download the PDF. When the prospect accepts, the quote is the record of what was sold. This is the part we're shaping most actively with our early-access MSP partners — what the acceptance flow looks like, what hooks into PSA tools matter, what gets exported to the accounting stack.

What it is NOT trying to be

QuoteLlama is built to do the quote-building job well. It is explicitly not trying to become a full PSA, an RMM, a ticketing system, a CRM, or an accounting stack. Those tools exist; some of them are good. QuoteLlama's pitch is to fit alongside them and stop being the reason your sales engineer's Tuesday afternoon disappears.

If your MSP already has a quoting tool baked into a PSA you love, QuoteLlama is probably not for you. If your quoting flow today is "open last week's Word doc and pray," we want to talk to you.

What you get

• Reusable package library — define each managed-services package once, reuse on every deal
• Per-seat and per-server pricing math handled automatically, including tiered discounts
• Clean PDF and hosted-link output formats — no Word-to-Outlook formatting roulette
• Quote acceptance flow shaped with a small group of early-access MSP partners
• Designed to fit alongside your existing PSA, RMM, and accounting stack — not replace them

Join the waitlist

QuoteLlama is in private beta. We'll email you when access opens. The fastest path today is the contact form — mention "QuoteLlama waitlist" and we'll add you.