Quotes & Proposals

There are two ways to create a quote in MSPDock:

From scratch

1. 1Navigate to Quotes from the sidebar
2. 2Click "New Quote"
3. 3Select the client from the dropdown
4. 4Add a quote title and optional description
5. 5Add line items (products or custom items)
6. 6Review the total and click Save

From a report (report-to-quote workflow)

When a monthly report surfaces aging hardware or an expiring agreement, you can create a quote directly from the report:

1. 1Open a report and navigate to the Recommendations or Asset Health section
2. 2Click "Get Quote" next to an item that needs a hardware refresh or upgrade
3. 3MSPDock creates a new quote pre-linked to that report and client
4. 4The recommendation context is carried over so you have context for the quote
5. 5Add products and finalize the quote as usual

When adding a line item to a quote, the product search bar queries the Icecat product catalog and your connected distributors simultaneously.

1. 1Click Add Line Item in the quote editor
2. 2Type a product name, SKU, or manufacturer in the search field
3. 3Results appear as you type, showing product image, name, manufacturer, and SKU
4. 4If distributors are connected, pricing from each distributor is shown inline
5. 5Click a result to add it — the product name, description, image, and cost are populated automatically
6. 6Your markup rules are applied to calculate the client-facing price

For more details on product search, see the Icecat Product Catalog guide.

Not everything comes from a product catalog. You can add custom line items for labor, services, licensing, or any product not found in Icecat.

1. 1Click Add Line Item and select "Custom Item"
2. 2Enter the item name (e.g., "Migration Labor - 8 hours")
3. 3Add an optional description
4. 4Set the quantity and unit price
5. 5The line item is added to the quote alongside any catalog products

Custom line items do not have distributor pricing or automatic markup — you set the client price directly.

Markup rules automatically calculate the client-facing price from the distributor cost. Rules are evaluated by priority, with the most specific rule winning:

Configuring markup rules

1. 1Go to Settings → Markup Rules
2. 2Set your global default markup percentage
3. 3Optionally add category-level rules (e.g., Networking: 25%)
4. 4Optionally add manufacturer-level rules (e.g., Dell: 20%)
5. 5Optionally add SKU-specific rules for high-volume products

You can always override the calculated markup on any individual line item in a quote. The override affects only that line item, not the rule itself.

Once a quote is finalized, you can send it to the client for review and acceptance.

1. 1Review all line items, quantities, and prices
2. 2Click "Send to Client"
3. 3The quote is published to the client portal and an email notification is sent to the client contact
4. 4The client opens the quote in their branded portal
5. 5They can review all line items and the total
6. 6If they agree, they sign electronically (draw signature or type name) and accept the quote

You will be notified when the client views, accepts, or declines the quote. Accepted quotes can be converted to invoices with one click.