What We're Building
QuoteOwl ships fast. Here is what is coming next and what we have recently delivered.
On the horizon
E-Signatures
Collect legally binding electronic signatures on proposals via ZohoSign integration. Signed PDF documents attached to the immutable acceptance record.
Custom Acceptance Forms
Define custom data fields clients complete at acceptance — PO numbers, billing addresses, onboarding preferences. Per-quote overrides for maximum flexibility.
Client Portal
Give clients a branded portal to view all their quotes, order trackers, and invoices in one place. Self-service access without needing magic links.
Multi-PSA Support
Expanding beyond Syncro. ConnectWise, Halo PSA, and other integrations are on the roadmap to bring QuoteOwl to every MSP.
Delivered and live
All available now for every QuoteOwl customer.
Terms & Conditions
v1.12Configure T&C via external URL or inline rich text editor. Clients review terms before accepting with a linked checkbox.
Formal Acceptance Dialog
v1.12Redesigned acceptance with investment summary, name/email data entry, authority certification checkbox, and inline validation.
Term-Based Pricing
v1.11Offer 12/24/36-month term options with automatic discount tiers. Clients compare terms and savings side-by-side in the viewer.
Content Block Locations
v1.11Place content blocks before items, after items, or before next steps — not just in the overview section.
Proposal Content Blocks
v1.4Rich text sections with dynamic placeholders, TipTap editor, starter templates, and per-quote overrides.
Interactive Quoting
v1.3Optional items, quantity editing, section selection, tiered discounts with live totals in the viewer.
Proposal Viewer Redesign
v1.3Three-column layout with progress rail, sticky sidebar, entrance animations, and mobile-first design.
Procurement Module
v1.3Auto-generated procurement orders with vendor assignments, item tracking, and bulk status updates.
Client Order Trackers
v1.3Magic link order trackers with milestone timelines, payment status, and email notifications.
Product Bundles
v1.3Pre-built product bundles for common service packages. One-click add to any quote.
Syncro Write-Back Automation
v1.2Split estimates, invoices, and tickets push to Syncro on acceptance. Retry queue with circuit breaker.
ROI Calculator
v1.2Embed cost-benefit analysis blocks in proposals showing downtime savings and productivity gains.
Quote Versioning & Archival
v1.2Revision history with diff view, archive/restore, and bulk operations.
Enhanced Security
v1.2Password protection, view limits, HMAC sealing, rate limiting, and immutable acceptance records.
Advanced Templates
v1.2Create templates from existing quotes, apply to new quotes with full line item normalization.
Analytics & Lead Scoring
v1.1Hot/warm lead detection, engagement tracking, win/loss analysis, and automated nudge emails.
Have a feature request?
We build QuoteOwl based on what MSPs actually need. Tell us what would make your quoting workflow better.