Stop Losing Billable Hours to Manual Quote Creation Automate and Accelerate Your Proposal Process
MSPs waste 15-20 hours per week on repetitive quoting tasks, eroding margins and delaying client wins. Our custom AI automation slashes this by 80%, delivering 3x faster quotes with 98% accuracy, boosting your ROI through reclaimed billable time.
Join 150+ MSPs with streamlined quoting and 25% higher close rates
The "Quote Bottleneck" Problem
Endless Manual Data Gathering from Client SLAs, Contracts, and PSA Service Catalogs
Inconsistent Pricing Calculations Across Diverse IT Services like Managed Detection and Response or Cloud Migration Packages
Delayed Client Responses Due to Tedious Document Formatting
Error-Prone Customization for Each Prospect's Unique Needs in Areas like Endpoint Management or Compliance Auditing
Fragmented Tracking of Quote Versions and Follow-Ups Within PSA Platforms like ConnectWise or Autotask
Lost Revenue from Overlooked Upsell Opportunities in Proposals for Add-On Services like Advanced Threat Protection
Our Custom-Built Quote Generation Engine Transforms Your Workflow
With over a decade in AI integration for professional services, we've empowered 200+ MSPs to own their quoting process, eliminating reliance on clunky off-the-shelf tools.
Why Choose Us
At AIQ Labs, we engineer a bespoke AI system tailored to your MSP's exact service stack—from cloud migrations to cybersecurity assessments. Drawing from your CRM, service catalogs, and historical deals, our solution intelligently pulls data, applies dynamic pricing rules, and generates polished, client-ready proposals. No more piecing together spreadsheets like a patchwork quilt; this is enterprise-grade automation built for scalability, ensuring every quote reflects your expertise without the grunt work. We've seen MSPs cut quote cycles from 48 hours to under 30 minutes, freeing teams for relationship-building.
What Makes Us Different:
Unlock Quantifiable Gains in Efficiency and Revenue
Slash Time on Quotes by 80%
Slash Time on Quotes by 80%: Reclaim 12-18 hours per week previously lost to manual entry and revisions from PSA systems. Our automation extracts data from contracts and service catalogs, formats compliant proposals, allowing your engineers to focus on client deployments rather than desk work—proven to boost overall productivity by 35% in MSP environments handling 50+ quotes monthly.
Achieve 25% Higher Close Rates
Achieve 25% Higher Close Rates: Tailored proposals automatically highlight relevant services like endpoint security, managed backups, or SOC-as-a-Service, increasing client buy-in. Industry benchmarks from CompTIA show automated, personalized quotes for IT services convert 2.5x better, directly lifting your annual recurring revenue (ARR) without added headcount.
Realize ROI in Under 3 Months
Realize ROI in Under 3 Months: With setup costs offset by immediate savings—averaging $45K annually for mid-sized MSPs managing 200+ endpoints—our solution delivers rapid payback through automated quoting in tools like Kaseya or Autotask. Track efficiency gains via built-in analytics on MRR uplift and quote cycle times, ensuring sustained cost reductions and scalable growth as your client base expands.
What Clients Say
"Before AIQ Labs, our team spent Fridays buried in quote revisions for network upgrade projects using our legacy PSA system. Now, the automation pulls directly from our Kaseya RMM data and generates a compliant draft in under 20 minutes—we closed three $50K ARR deals last quarter that we'd have missed due to delays."
Sarah Jenkins
Operations Director, TechGuard Solutions (Mid-Sized MSP Serving 150 SMB Clients)
"We handle 50+ quotes monthly for SMB clients across managed VoIP and cybersecurity bundles, and manual errors in pricing tiers were killing our margins by 10-15%. After implementing their custom automation integrated with Autotask, accuracy hit 99%, and we're saving about 15 hours a week on customizations. It's like having an extra sales engineer without the payroll hit."
Mike Rivera
CTO, Nexus IT Partners (Provider of Managed IT for Healthcare Sector)
"Integrating this with our Autotask PSA setup was seamless, taking just two weeks, and the ROI showed up in the first month with fewer follow-up calls and 40% faster approvals on proposals. Our win rate on cybersecurity and compliance auditing projects jumped from 60% to 82%, adding $120K in new MRR. Solid work from a team that truly gets MSP challenges."
Lisa Chen
Business Development Manager, SecureNet MSP (Specializing in SOC Services for Financial Firms)
Simple 3-Step Process
Discovery and Mapping
We audit your current quoting process, from lead intake to final sign-off, identifying bottlenecks specific to your MSP services like hardware provisioning or compliance audits.
Custom AI Build and Integration
Our engineers craft the automation using your exact data sources, training the AI on past quotes to ensure precise, tailored outputs without generic templates.
Testing, Launch, and Optimization
We run live pilots with your team, refine based on feedback, and deploy with ongoing support to maximize adoption and continuous improvements.
Why We're Different
What's Included
Common Questions
How does this automation integrate with my existing MSP tools like ConnectWise?
We start by mapping your current stack—whether it's ConnectWise, Autotask, or Kaseya—and build deep, bidirectional API integrations that pull ticket data, service histories, and client details directly into the quoting engine. This creates a unified workflow without data duplication. For instance, when a support ticket escalates to a project, the AI auto-generates a quote draft with relevant line items. Setup typically takes 2-4 weeks, and we've reduced integration errors by 95% compared to standard connectors. Post-launch, we monitor for any API changes from vendors to ensure ongoing reliability, keeping your operations smooth as you scale client engagements.
What kind of time savings can I realistically expect for my team?
Managed Service Providers typically see an 80% reduction in quote creation time, translating to 10-20 hours saved per week for a team of five. This comes from automating repetitive tasks like pulling service catalogs or calculating hardware costs, which often eat into billable hours. One client, handling 40 quotes monthly, cut their cycle from 4 hours to 45 minutes per quote, freeing staff for proactive client advisory. We base these figures on benchmarks from CompTIA and our deployments, with ROI calculators provided during consultation to project your specific gains based on volume and team size.
Is the system customizable for our specific IT services, like cybersecurity or cloud migrations?
Absolutely—every solution is built custom to your MSP's portfolio. We train the AI on your service descriptions, pricing tiers, and past proposals, so it generates quotes tailored to niches like endpoint protection or Azure migrations. For example, it can auto-include compliance add-ons for regulated clients or bundle networking with VoIP upsells. Unlike templated tools, this avoids generic outputs that miss nuances, ensuring proposals resonate with prospects. Our process involves workshops to capture your exact workflows, resulting in 98% accuracy rates that align with your brand's expertise-driven approach.
How secure is the quote automation for handling client data?
Security is paramount for MSPs dealing with sensitive info. We architect the system with enterprise-grade encryption (AES-256), role-based access controls, and compliance to standards like GDPR and SOC 2. Data stays within your infrastructure or secure cloud tenants you control—no third-party storage. Audit logs track every access and change, vital for your own certifications. In one deployment for a healthcare-focused MSP, we integrated HIPAA-compliant flows without a single breach. Regular vulnerability scans and updates ensure robustness, giving you peace of mind while accelerating quotes.
What support do you provide after implementation?
Our partnership extends beyond launch with comprehensive support: initial training sessions for your team, a dedicated 3-month optimization period to refine AI accuracy, and 24/7 monitoring via our ops center. We assign a technical account manager for quarterly reviews, analyzing usage to suggest enhancements like new service integrations. Clients report 20% further efficiency gains in the first year. Unlike subscription models, you own the system, so we empower your IT staff with documentation and optional maintenance retainers—ensuring long-term value without ongoing dependencies.
Can this scale as our MSP grows and adds new services?
Yes, our architecture is designed for scalability, handling increased quote volumes—from 50 to 500 monthly—without performance lags. As you expand into areas like AI-driven monitoring or edge computing, we retrain the model incrementally, often in days, not months. Built on robust frameworks, it supports multi-user access and load balancing for peak seasons. A client scaling from 50 to 200 employees saw no downtime, maintaining sub-minute generation times. This future-proofs your investment, aligning with MSP growth trajectories where service diversity drives revenue.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.