One workflow that takes a deal from first conversation to signed proposal — with margin intelligence, risk scoring, and upsell identification built in at every step.
Most MSPs do discovery differently every time — some consultants ask the right questions, others miss critical details. MSPiQ gives your whole team a structured, configurable discovery process that captures everything that matters.
MSPiQ analyses your discovery data and generates a composite deal assessment — scoring client fit, environment complexity, margin potential, and security risk. But it goes further than risk: it also surfaces upsell opportunities and revenue you're leaving on the table.
Select service tiers, foundational licences, and enhancements — with recommendations automatically generated from discovery gaps. Your consultants see exactly what to propose and why, with a single click to accept or ignore each recommendation.
Generate accurate pricing line items from your actual cost library — with real hard costs, labour costs, and sell rates. See gross margin and net margin after overhead allocation before the proposal goes anywhere near the client.
As client size grows, per-user rates step down automatically. Three models — tiered, banded, or flat step-down — configured per tier in your Admin panel. The pricing engine applies the right model automatically.
Every deal requires approval from a Team Leader or Admin before it can move to Sent. Conflict-of-interest checks ensure no one approves a deal they've worked on. Full audit trail on every decision.
Generate branded proposal documents from your deal data — consistent, accurate, and ready to send. Every proposal is snapshot-preserved so the history of what was quoted is never lost, even as deals evolve.
Without volume pricing, a 200-user deal gets quoted at the same per-user rate as a 20-user one — which means you're either overcharging large clients and losing deals, or underpricing small ones and hurting margin. MSPiQ solves this automatically.
Each service tier has its own volume pricing model and brackets, configured by your Admin. The pricing engine applies the right calculation when a deal is priced — and flags the deal as stale if brackets change afterwards.
Each bracket applies only to users within that band — like income tax. The most accurate model. Fairest for the client, full margin visibility per bracket.
Once a threshold is hit, the lower rate applies to all users. Simplest to explain in a proposal — clients immediately understand it.
Fixed price points per deal size. A 1–25 user deal has one flat price, 26–50 has another. Easiest to present and compare side by side.
Four purpose-built roles — each with the right level of visibility and control. Sign in with Microsoft 365 accounts your team already uses.
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MSPiQ ships new features every month. Not features we think MSPs might want — features that real MSPs have asked for, through the in-app feedback widget, support conversations, and demo calls.
When you use MSPiQ, you can request a feature, report a bug, or suggest an improvement directly from inside the platform. We read every submission. The most-requested features move up the roadmap.
Your feedback shapes what we build next. Every MSPiQ subscriber can submit feature requests, bug reports, and support tickets directly from inside the platform — no separate tools, no email chains.