Six steps. One workflow. MSPiQ takes a deal from discovery to a professional proposal — with intelligence and margin analysis built in at every stage.
Run structured discovery with your prospect — not from memory, not on a notepad. MSPiQ gives your consultant a configurable form that captures everything that feeds into pricing, scoring, and the proposal.
System-linked fields automatically sync into deal data. Security questions directly affect the risk score in real time. Fill in a field, watch the scores change.
MSPiQ analyses discovery data and produces a composite deal assessment — automatically. Client fit score, complexity rating, risk flags, and revenue opportunity are all generated without your consultant lifting a finger.
This is where the intelligence layer earns its name. Not just "is this a good client?" but "what are they missing that we could be providing?" The revenue opportunity engine identifies gaps and prices them up from your real cost library.
Select a service tier, foundational licences, and enhancements. MSPiQ generates recommendations automatically from discovery gaps — your consultant reviews and accepts or ignores each one with a single click.
No more starting from a blank quote. The discovery you just did tells you exactly what to propose. The intelligence layer tells you what they're missing. The solution design is mostly already done.
MSPiQ generates accurate pricing line items from your cost library — with actual hard costs, labour costs, and sell rates. You see gross margin and net margin after overhead allocation before the proposal leaves your desk.
No more finding out the margin was wrong three months into delivery. The number is right there, calculated correctly, before anyone sees it but you.
Every deal requires approval before it can be sent to a client. A Team Leader or Admin reviews the margin, risk, and scope — and either approves or rejects with notes. No one can approve a deal they've worked on.
For solo operators or teams where everyone has touched the deal, self-certify mode activates automatically — an honest acknowledgement with a full audit record rather than a silent bypass.
Generate a branded proposal document from your deal data. Company name, environment summary, service tier, pricing table, security recommendations — all pulled from what you've already captured. No copy-pasting, no formatting, no starting from a Word template.
Every proposal is snapshot-preserved at the moment of generation — so the record of what was quoted is immutable, even if the deal evolves later.
Whether you're a solo operator or running a team of 50, MSPiQ scales with you.
Start your free 30-day trial. No credit card required. The whole workflow, from day one.