Quoting Monthly Recurring Items

[partech]

Is it possible to quote monthly recurring items from within RangerMSP Quoting and if won, convert the items into a recurring monthly contract? For example Microsoft 365 Licensing, Monthly Backup Costs.

Currently I am adding separate textual lines for each item and manually calculating the monthly recurring cost and adding it to the bottom of the quote. It's a very cumbersome process.

[Support Team]

Re: Quoting Monthly Recurring Items

Thank you for posting.

Sure, you can use RangerMSP Quotes for such recurring items.

Once the Quote is won, it can be converted into a Contract (it is explained here, while the Quote Lines are converted into Price Charges under the Contract.

When the Contract is renewed, the Price Charges are automatically copied for the next month/period.
The Recurring Contract can be set to renew automatically.

In case of specific issues with your specific workflow, you can post additional information here or email us to support@...

Hope this helps!