
CPQ Implementation Partner for MSPs
Selling managed services means quoting recurring revenue, usage-based consumption, per-seat and per-device bundles, co-terms, and renewals — often on the same deal. Mountain Point rebuilds quote-to-cash for MSPs across Salesforce and ServiceNow, so pricing, contracts, and billing finally move as one process.
Not all CPQ partners do the same work
A CPQ migration that only swaps the quoting tool leaves the broken process — and the technical debt — in place. Here's how a Lead-to-Cash approach compares.
| What the migration needs | Generalist SI | Lift-and-shift migrator | Mountain Point |
|---|---|---|---|
| Redesigns the full Lead-to-Cash process, not just quoting | Partial | Yes | |
| Models recurring, usage-based, and per-seat / per-device pricing | Yes | ||
| Handles co-terming, proration, mid-term add-ons, and true-ups | Partial | Yes | |
| Automates renewals, uplifts, and multi-year contract management | Partial | Yes | |
| Works across both Salesforce and ServiceNow | Yes | ||
| Platform-neutral advice — no single platform to sell you | Partial | Yes |
Quote-to-cash built for the managed-services model
A single MSP agreement can stack subscriptions, consumption charges, and per-seat or per-device managed services — each with its own term, margin, and renewal behavior. Mountain Point models that complexity end-to-end, so quoting, contracts, and billing stay in lockstep as accounts grow and renew.
Recurring & Usage-Based Quoting
Subscriptions, consumption, and per-seat or per-device managed services configured on a single quote — with pricing logic that carries cleanly into contracts and billing instead of living in spreadsheets.
Renewals & Co-Term Automation
Renewals, uplifts, co-termination, proration, and mid-term add-ons handled by the system, so recurring revenue stays accurate as customers grow and change between cycles.
Bundled Services & Margin Control
Multi-tier service bundles with pass-through vendor licensing and embedded approval workflows that protect margin while keeping quote turnaround fast.
Platform Expertise
Helping organizations turn complex platform decisions into connected, scalable revenue operations.
Frequently asked questions
MSP deals rarely have one price or one term. A single quote can combine recurring subscriptions, usage- or consumption-based charges, per-seat and per-device managed services, one-time onboarding, and pass-through vendor licensing — each with its own term, margin, and renewal behavior. Doing that consistently is a configuration and pricing-architecture problem, not a template problem.
Yes. Modern revenue platforms like Salesforce Agentforce Revenue Management and ServiceNow CPQ use a metadata-driven catalog with constraint-based pricing, so recurring, usage, tiered, and one-time charges can live on the same quote and flow cleanly into contracts and billing. The work is modeling your pricing logic correctly — not forcing it into a spreadsheet.
We design the catalog and contract model so renewals, uplifts, co-termination, proration, mid-term add-ons, and true-ups are handled by the system instead of manual rework. That keeps revenue accurate as customers grow and change between renewal cycles.
No. Our CPQ expertise is industry-agnostic. We're well known for complex manufacturing and engineer-to-order quoting, but the underlying Lead-to-Cash discipline — configurable catalogs, automated pricing and approvals, and connected quote-to-order — applies directly to MSPs and other recurring-revenue businesses.
It depends on where your revenue process already runs. If you operate ServiceNow for service delivery, ITSM, or fulfillment, CPQ placement becomes a revenue-architecture decision. We implement both platforms and give platform-neutral advice because we don't have a single platform to sell you.
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