See Every Deal
Clearly.
Create interactive proposals from your Syncro PSA data, let clients configure and accept online, and watch estimates, invoices, and procurement orders flow back automatically.
We're onboarding MSPs in small batches. Request access and we'll reach out when your spot opens.
What's missing from your quoting workflow?
Disconnected Proposals
Building quotes in spreadsheets and Word docs that live outside your PSA.
Zero Visibility
No way to know if clients viewed, engaged with, or ignored your quote.
Manual Data Entry
Re-keying approved line items into your PSA to create estimates and invoices.
Lost Fulfillment
Procurement and project tracking disappear into email threads after the deal closes.
QuoteOwl automates the entire workflow
Interactive Proposals
Optional items, bundles, tiered discounts, and term pricing — clients configure their own deal.
Automatic Write-Back
Clients accept online — estimates, invoices, and tickets push to Syncro automatically.
Procurement Tracking
Orders auto-created with vendor assignments and client-facing trackers with milestones.
Pipeline Analytics
Lead scoring, engagement tracking, and win/loss analysis give you visibility into every deal.
The complete quote-to-cash platform
Built specifically for MSPs who use Syncro PSA. From proposal to procurement, fully automated.
Deep Syncro PSA Integration
Bidirectional sync — pull products and clients from Syncro, push estimates, invoices, and tickets back automatically when quotes are accepted.
Interactive Proposals
Let clients choose optional items, adjust quantities, and select between sections. Tiered discounts update live. Clients configure their own deal.
Stunning Proposal Viewer
Three-column layout with progress rail, sticky totals sidebar, and entrance animations. Clients see a polished, branded experience — no login required.
Proposal Content Blocks
Add rich text sections to proposals — executive summaries, SLA commitments, next steps. Rich text editor with dynamic placeholders that auto-fill client data.
Procurement & Order Tracking
When a quote is accepted, procurement orders auto-generate with vendor assignments. Client-facing order trackers with milestones and payment status keep everyone informed.
Bundles & Templates
Pre-build product bundles and quote templates for common services. Standardize proposals and get new quotes out in minutes instead of hours.
ROI Calculator
Show clients the value of your services with built-in ROI analysis blocks. Quantify downtime savings, productivity gains, and risk reduction right in the proposal.
Enterprise-Grade Security
HMAC-SHA256 cryptographic sealing, password protection, view limits, rate limiting, and immutable acceptance records. Your pricing data stays private.
Analytics & Lead Scoring
Hot/warm lead detection, quote engagement tracking, win/loss analysis, and approval workflows. Know which deals to focus on and which need a nudge.
Up and running in minutes
Four steps from install to automated quote-to-cash.
Install & Connect
Install the WordPress plugin, activate your license, and connect your Syncro PSA account. Products and clients sync automatically.
Build Proposals
Create interactive quotes with bundles, optional items, tiered discounts, content blocks, and ROI analysis. Use templates to move fast.
Send & Track
Share via secure magic links. Clients view a stunning branded proposal, configure their options, and accept online. You see every view in real-time.
Auto-Fulfill
On acceptance, estimates and invoices push to Syncro, procurement orders generate with vendor tracking, and clients get an order tracker with milestones.
We're onboarding MSPs now
Request your spot and we'll get you set up with a hands-on onboarding experience.
Ready to automate your quote-to-cash workflow?
Request early access today — we're onboarding MSPs in small batches.