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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.

why mountain point

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 needsGeneralist SILift-and-shift migratorMountain Point
Redesigns the full Lead-to-Cash process, not just quotingPartialYes
Models recurring, usage-based, and per-seat / per-device pricingYes
Handles co-terming, proration, mid-term add-ons, and true-upsPartialYes
Automates renewals, uplifts, and multi-year contract managementPartialYes
Works across both Salesforce and ServiceNowYes
Platform-neutral advice — no single platform to sell youPartialYes
CPQ for MSPs

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.

common questions

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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