The Quote Pros
The Quote Pros is a Tampa-based, founder-led consulting firm that implements, configures, and optimizes ConnectWise PSA and CPQ (Sell) platforms for US Managed Service Providers, with a specialty in custom quote form design. Services are delivered remotely via tiered monthly subscriptions, block-time packages, and project-based engagements.
- Company typePrivate
- Founded2023
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Quote Pros does
The Quote Pros is a privately held, founder-operated consulting firm based in Tampa, Florida, founded in 2023 by Calvin Johnson, a former ConnectWise employee with approximately a decade of internal experience on ConnectWise's Sales Team and as a documented contributor to IT Nation breakouts, CPQ bootcamps, and ConnectWise User Group training. The firm specializes in implementation, configuration, and ongoing optimization services for ConnectWise PSA (Professional Services Automation) and ConnectWise CPQ/Sell (Configure-Price-Quote), along with adjacent ConnectWise BMS products including ITBoost, BrightGauge, SmileBack, and WisePay. Its core technical differentiator is custom CPQ quote form (PDF) design, a niche capability the founder claims spans hundreds of prior implementations, addressing what is described as a particularly unintuitive area of the ConnectWise platform for MSP operators.
The company serves Managed Service Providers (MSPs) in the United States that have already invested in ConnectWise tooling but struggle with overcomplicated configurations, weak quote document branding, and lack of internal expertise. It does not sell software; its offerings are professional services delivered remotely via phone, video, and screen share. The product surface consists of (i) tiered monthly subscription consulting at Basic ($500/2 hrs), Plus ($1,000/4 hrs), and Elite ($1,500/6 hrs); (ii) one-time project work including BMS/PSA/CPQ/Wise-Sync/WisePay implementations, new quote form builds ($1,500), quote form refreshes ($1,250), and Monjur-to-CPQ integrations ($1,000); and (iii) prepaid block-time consulting in 5-hour ($1,625) and 10-hour ($3,250) packages.
The GTM motion is sales-led and digital-first, relying on the company website (with blog, portfolio, and TimeZest-integrated booking for free 30-minute consultations) plus direct contact via phone, email, WhatsApp, and an e-commerce storefront where services can be purchased directly. No reseller, partner, or geographic expansion is evident; the firm operates as a domestic, single-person-or-very-small-team services practice with no disclosed external funding, no parent company, no app or software product, and no API/integration platform.
The Quote Pros firmographics
Firmographics- Name
- The Quote Pros
- Legal name
- The Quote Pros
- Website
- https://thequotepros.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Quote Pros is a Tampa-based, founder-led consulting firm that implements, configures, and optimizes ConnectWise PSA and CPQ (Sell) platforms for US Managed Service Providers, with a specialty in custom quote form design. Services are delivered remotely via tiered monthly subscriptions, block-time packages, and project-based engagements.
- Ownership category
- akta.pro rank
The Quote Pros industry classification
Industry- Product category
- IT Consulting Services for ConnectWise PSA and CPQ
- NAICS
- Other Management Consulting Services (541618), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)
Keywords
Where The Quote Pros is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Markets served
The Quote Pros business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Professional Services - Monthly Consulting: Recurring monthly consulting engagements providing setup assistance, configuration, end-user training, and form design services for ConnectWise PSA, CPQ, and related BMS products. Offered in tiered packages (Basic, Plus, Elite) with increasing hours per month.
- Professional Services - Block Time: Prepaid block time packages (5-hour and 10-hour blocks) for PSA and/or CPQ consulting on an as-needed basis.
- Project-Based Implementation Services: One-time implementation projects for ConnectWise BMS, PSA, CPQ, Wise-Sync, and WisePay products, plus new quote form builds and quote form refresh projects.
- Monjur Integration Services: Integration services for Monjur clients into ConnectWise CPQ.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic - $500/month for 2 hours per month of remote consulting |
| Subscription | Monthly | Plus - $1,000/month for 4 hours per month of remote consulting |
| Subscription | Monthly | Elite - $1,500/month for 6 hours per month of remote consulting |
| One time/ perpetual license | Pay-as-you-go | New Quote Form - $1,500 one-time |
| One time/ perpetual license | Pay-as-you-go | Quote Form Refresh - $1,250 one-time |
| One time/ perpetual license | Pay-as-you-go | Monjur Integration - $1,000 one-time |
| Unit Pricing | Pay-as-you-go | 5 Hour Block - $1,625 |
| Unit Pricing | Pay-as-you-go | 10 Hour Block - $3,250 |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
The Quote Pros product offering
Product offeringCore offering
The Quote Pros is a specialized consulting firm that helps Managed Service Providers (MSPs) implement, configure, and optimize ConnectWise PSA, ConnectWise CPQ (Sell), and the broader ConnectWise Business Management Suite (ITBoost, BrightGauge, SmileBack, WisePay). Its signature offering is custom quote form (PDF) design and refresh for ConnectWise CPQ, backed by nearly a decade of platform experience. Engagements are delivered remotely and structured as ongoing monthly consulting subscriptions, prepaid block-time, or fixed-fee implementation projects.
Product overview
The Quote Pros is a consulting services firm offering ConnectWise PSA and CPQ (Sell) implementation, configuration, and optimization services for MSPs (Managed Service Providers). Their core offerings include implementation services for ConnectWise BMS products, an ongoing monthly Pro Consulting Service with tiered support levels (Basic, Plus, Elite), custom CPQ Quote Form design and refresh services, Monjur integration services, and block-time consulting packages. All offerings are service-based consulting, not software products.
Differentiator
Problem solved
Functional benefit
Products and services
- Pro Consulting Service
Companies that use The Quote Pros
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
The Quote Pros technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Quote Pros partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights4 records
The Quote Pros competitors and assessment
Company assessmentDirect peers
- CharTec: MSP-focused consulting, training, and community services provider (including CharTecU and MSP Mastered). Direct peer because it sells adjacent enablement services to the same MSP buyer segment, often overlapping on PSA/ConnectWise-related training and onboarding.
- ConnectBooster: Built natively on ConnectWise for automated invoicing and payment collection. Direct peer in the ConnectWise partner ecosystem — a small specialist that adds value on top of the same platform, targeting overlapping MSP customers.
- Monjur: Contract management platform that integrates with ConnectWise CPQ (and for which The Quote Pros offers integration services). Direct peer/partner — adjacent in the ConnectWise PSA workflow and explicitly named in The Quote Pros' service catalog.
Broad incumbents
- Pax8: Cloud distributor and marketplace that supports MSPs buying ConnectWise and competing PSA/CRM products. Broad incumbent in the MSP services stack — not a direct CPQ consultant but a powerful channel that influences which platforms MSPs standardize on and which partners they engage.
- Kaseya: Owner of VSA, Datto, IT Glue, and competing PSA/RMM products. Broad incumbent in the MSP platform space; competes with ConnectWise at the platform layer, which affects The Quote Pros' TAM and could redirect MSP spend away from ConnectWise CPQ.
- ConnectWise: The platform vendor whose CPQ, PSA, and BMS products The Quote Pros implements and supports. A broad incumbent because the consulting practice is entirely dependent on ConnectWise's product roadmap, partner ecosystem, and customer base, even though it is not a direct competitor for services.
Emerging players
- NinjaOne: Unified endpoint management and PSA-adjacent platform for MSPs. Emerging player that competes for the same MSP wallet and could displace ConnectWise PSA/CPQ deployments, reducing The Quote Pros' addressable install base.
- SherpaDesk: PSA and help desk software targeting MSPs and IT service teams. Emerging player offering an alternative to ConnectWise PSA for smaller MSPs, indirectly limiting the pool of ConnectWise CPQ consulting opportunities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
The Quote Pros social profiles
Digital presenceThe Quote Pros financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Quote Pros leadership team
Management profileNumber of profiles
Profiles1 record
The Quote Pros funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Quote Pros M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Quote Pros
What does The Quote Pros do?
The Quote Pros is a specialized consulting firm that helps Managed Service Providers (MSPs) implement, configure, and optimize ConnectWise PSA, ConnectWise CPQ (Sell), and the broader ConnectWise Business Management Suite (ITBoost, BrightGauge, SmileBack, WisePay). Its signature offering is custom quote form (PDF) design and refresh for ConnectWise CPQ, backed by nearly a decade of platform experience. Engagements are delivered remotely and structured as ongoing monthly consulting subscriptions, prepaid block-time, or fixed-fee implementation projects.
Is The Quote Pros a public or private company?
The Quote Pros is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Quote Pros founded?
The Quote Pros was founded in 2023. It employs 1 to 10 people.
Where is The Quote Pros based?
The Quote Pros is headquartered in Tampa, United States, in the North America region.
How does The Quote Pros make money?
Four revenue lines are on record. Professional Services - Monthly Consulting is the primary driver. The others are professional Services - Block Time, project-Based Implementation Services and monjur Integration Services.
Who are The Quote Pros's main competitors?
Direct peers on record are CharTec, ConnectBooster and Monjur. Broad incumbents are Pax8, Kaseya and ConnectWise. Emerging players are NinjaOne and SherpaDesk.
Does The Quote Pros have an API?
No public API is recorded for The Quote Pros.
What industry is The Quote Pros in?
The Quote Pros's product category is IT Consulting Services for ConnectWise PSA and CPQ. Its primary akta.pro industry code is HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions. Its NAICS code is 541618 and its SIC code is 8742.