“If only i could copy paste everything”- Every MSP Sales Rep, Ever

Being in sales for Managed Service Provider (MSP) in 2025 is not our faint hearts. Juggling multiple platforms, managing distributed teams, trying to create quotes, proposals, contracts and invoice while also closing deals. Oh but did we mention you are doing all this remotely ? Sounds like a nightmare.

Good news: Now you don’t need to clone yourself. You just need better tools. Specifically AI Powered quote-to-cash-automation.

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Let’s Understand What’s Quote-to-Cash ?

QTC is an entire sales process that starts with creating a quote and ends with receiving collecting payments. It includes the following :

• Quoting
• Proposals
• Approvals
• Contracts
• E-signature
• Biling
• Invoicing
• Payments

For remote MSP sales teams, this process often feels more like a scavenger hunt across Google Docs, spreadsheets, PDF editors, CRMs and accounting platforms. Spoiler alert: That’s not scalable.

Old Ways are Slowing You Down

Here’s what remote MSP sales process probably looks like - NO JUDGEMENTS

1. Open Excel. Build a Quote
2. Copy-Paste into words doc to make it more presentable
3. Email it. Wait
4. Make changes based on clients feedback. Email again
5. Finally Approved ! Now create a contract
6. Send invoice from your accounting software
7. Hope it gets paid

This disjointed process takes hours, creates room for human error and gives prospects time to ghost you.

AI Powered Quote-to-Cash Automation

Imagine your quoting tool could design the proposal, write content, apply pricing formulas, integrate approvals and automatically sync with your billing platform.

It’s real - it’s called ZOMENTUM (we’re shy about bragging, but hey, you are already here)

Here’s how it works

1. AI writes your proposal

Just mention the services you offer and about your brand and AI will generate :

• Brand introduction (Cover letter)
• Scope of Work
• Timelines
• Service description
• Terms & Condition

Even better ? it learns from your previous deals and tailors content to match your brand tone.

2. Fully Ready to Design Proposal

Design challenge don’t worry. AI generates a clean, interactive proposal that makes it look professional without the need of a designer.

It’s like Canva and GPT had a baby, but for MSP Proposal.

3. Formulas that actually work

Calculate pricing per seat, bundled services or tiered discounts ?

Just input a natural language like:

“If the number of users > 10, apply 10% discount” and AI turns it into a working formula.

4. Integrates with your stack

Everything syncs. Whether your team uses ConnectWise, Autotask, QuickBooks, Xero or any other PSA Tools we have got you covered.

5. Built in Approval and E-signatures

Stop waiting for days for that one signature. Clients can approve items in real-time. Contracts can be auto-generated with e-signature in-built. Deals won’t get delayed anymore because someone “missed the email”.

6. Instant invoicing

Once the proposal is approved. Zomentum Payments generates the invoice, sends it to the client and collects the payment online. All without lifting a finger.

So.. Does it actually close deals 30% faster?

MSPs using Zomentum AI powered automation have reported up to 30% faster deal closures and higher quote acceptance rate. It has also improved the cash flow for them without increasing the headcount.

So No More

Juggling between quotes

Jumping across platforms

Waiting for approvals

and most important no more spreadsheets

Remote + Automates + Human = Future of MSP

AI is not replacing your sales team, it is amplifying it. By automating the boring stuff and your remote sales rep can focus on what really matters.

• Building network
• Understanding client needs
• Closing deal faster

It’s time to make the leap to AI-Powered quote to cash automation.

Zomentum is built for MSP by people who get MSP sales.

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