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The Retail Pricing Proposal Transformation
Rebuilding a premium quote natively inside Kaseya Quote Manager
Average deal size up 27.2%: a single take-it-or-leave-it price became a Good / Better / Best proposal, so clients choose a tier instead of haggling on cost. No third-party tools. No broken exports.
- Industry: Retail
- Location: Sydney, NSW, Australia
Case Study BeforeAfter
The Challenge
Quorlex IT ran a solid managed-services operation for a multi-location retail chain, but their quotes worked against them. One flat price, a wall of line items, a dated layout. The client compared them on cost alone, and deals closed at the floor.
- One price, no upside.
A single flat number. The client could only accept or push back, and push back always meant a discount. - A price sheet, not a proposal.
A dense list of line items, no narrative. The buyer saw cost, not value, and stayed stuck on price. - A look that undersold them.
The default Kaseya Quote Manager layout looked generic next to the premium service Quorlex delivered, eroding trust right as the client decided. - One foot out the door.
Without the right expertise, they couldn’t unlock the quote they needed in Kaseya, and had started pricing out a move to ConnectWise CPQ and QuoteWerks.
The Solution
Topto rebuilt the quote inside Kaseya Quote Manager: no new platform, no migration. We re-engineered the structure, rewrote the offer to sell on value, and gave it a modern, reusable design. The result: a proposal that closes above the floor.
- A tiered offer that lifts the deal.
We rebuilt the quote as Good / Better / Best. The decision shifted from “yes or no” to “which one,” and clients started choosing the higher tiers. - Rewritten to sell value.
We cut the wall of line items and rewrote each tier as a business outcome, not a parts list. The buyer finally saw what they paid for, and stopped comparing on price. - A premium design, on brand.
We followed Quorlex’s brand guidelines: their colors, type, and identity, and packaged it into a bright, modern layout. A true Kaseya Quote Manager customization service, no third-party tools. - No reason to leave Kaseya.
The editor was never the problem; it just takes the right hands to unlock it. Once we did, the case for ConnectWise CPQ or QuoteWerks disappeared. And as a reusable framework, managers now spin up new proposals in minutes.
Edited Live. Nothing Breaks.
Watch the Quorlex quote edited live inside Kaseya Quote Manager: headings, pricing, and images swapped in real time, with no broken layout and a clean PDF export every time.
The Outcome
One template. A permanent lift in every deal that follows. The rebuild paid for itself on the first contract Quorlex closed, and now every proposal they send earns more, closes faster, and sells on value instead of price. That’s not a design upgrade. That’s a revenue upgrade.
Contract Closed
Per New Proposal, Not 2 Hours
Edited in Kaseya
Testimonials
Finally,
Want This for Your MSP?
Let’s rebuild yours.
You just saw how one MSP turned a flat, forgettable quote
into a proposal that sells itself, natively inside Kaseya Quote Manager.
Hand us your current quotes.
No pitch, no pressure – just a clear plan!
