CPQ for MSPs — quote managed services and hardware on one governed quote
Thin-margin hardware and fat-margin recurring services on the same quote, with a margin floor that watches the blend rather than the headline discount.
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Why managed service providers and it resellers discount differently
An MSP quote mixes resold hardware at 8–15% margin with managed services at 50%+. A 10% discount means something completely different on each, so this pack caps hardware discounts by category, lets services carry the negotiation, and routes on blended margin.
The ladder this pack starts you on
| Who signs | Discount | What happens |
|---|---|---|
| Self-serve | up to 5% | No signature — the rep finalizes it. |
| Sales Manager | above 5%, up to 12% | Signs, then hands it on if the discount climbs further. |
| Finance | above 12%, up to 25% | The last rung: past it nothing finalizes. |
- Margin floor 25% — a quote under it routes to Finance.
- A reason code on any line discounted more than 8%.
- Hardware is capped at 8% off.
- Managed services is capped at 20% off.
A starting point, not a benchmark: it imports as a staged draft that prices nothing until someone in your workspace publishes it, and every number above is one field to change. The policy builder and the leakage audit will tell you where yours should sit.
What's in the catalogue
9 products in 3 categories, 2 menus to find them by, 1 example bundle and 3 example rules — the bundles and rules ship switched off.
| Category | Products |
|---|---|
| Managed services | Managed endpoint ($216.00 / year) Managed server ($1,800.00 / year) Cloud backup, 1 TB ($1,200.00 / year) Security stack, per user ($96.00 / year) |
| Hardware | Business laptop 14" ($1,150.00) Firewall appliance ($1,400.00) 24-port switch ($620.00) |
| Projects | Site onboarding ($2,500.00) Engineer hour ($165.00 / hour) |
Fictional sample — every product, price and customer in this pack is invented. Edit or delete me.
A worked quote, priced by the engine
For Northwind Dental Group (fictional), on a 36-month term. These numbers were produced by the same pricing engine that prices a live quote, when this page was generated.
| Item | Qty | Unit | Discount | Net |
|---|---|---|---|---|
| Managed endpoint | 40 | $216.00 | 10% | $23,048.06 |
| Managed server | 4 | $1,800.00 | 10% | $19,206.72 |
| Cloud backup, 1 TB | 3 | $1,200.00 | 5% | $10,136.88 |
| Business laptop 14" | 12 | $1,150.00 | 4% | $13,248.00 |
| Firewall appliance | 1 | $1,400.00 | — | $1,400.00 |
| Site onboarding | 1 | $2,500.00 | — | $2,500.00 |
Subtotal $69,539.66, tax $5,737.01, total $75,276.67. Blended margin 49.3% against a 25% floor. At a 10% maximum discount this quote routes to Sales Manager.
It pairs with
QuickBooks, Xero — the back offices managed service providers and it resellers most often run. An approved quote goes to each through a connector that is still in beta or preview — see where each stands — carrying who approved its price.
Pick someone else if…
- Your agreements live in a PSA (ConnectWise, Autotask, HaloPSA) and the quote has to be born there — Glime does not sync PSA agreements today.
- Most of your quotes are distributor hardware resale that needs live distributor pricing — Glime prices from its own catalogue and price books, not a distributor feed.
Other trades
Wholesale distribution · Light manufacturing · B2B SaaS · Professional services & agencies · All packs
See it in the sandbox
The product is the demo. Open a live, read-only workspace — no signup — or start a free 14-day trial.