Get From Quote to Paid in Just Four Easy Steps with SherpaDesk

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1. Easily Add All Your Products and Services to Your Customer Quotes

SherpaDesk empowers MSPs and IT helpdesk teams to quickly add and manage products and services—including hourly rates, recurring billable items, travel charges, and more.

Easily import items in bulk and sync your product lists with accounting tools like QuickBooks, Freshbooks and Xero. Generate accurate, professional customer quotes in minutes—without manual entry or delays.

 

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2. Generate Quote and Send to Customer

Once quotes are created, your techs can send them to customers for new services or renew existing quotes for ongoing work—all with just a few clicks.

Managers can attach supporting documents, track quote status from pending to acceptance, and ensure no opportunity is missed with real-time visibility and follow-up tools.

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3. Accept the Quote and Start the Contract and Project

With SherpaDesk, you can instantly convert accepted quotes into contracts and kick off new projects without delay. Technicians can immediately begin logging time and expenses based on the terms of the quote—ensuring accurate billing from day one.

Easily sync new contracts with your preferred accounting software using SherpaDesk’s integrations with QuickBooks, Xero, and FreshBooks, streamlining your billing and financial workflows.

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4. Track Time and Bill Customer

SherpaDesk automatically tracks your billable and non-billable time, customer-specific rates, and project expenses—so when it’s time to get paid, you can generate accurate invoices in seconds and send them to customers with a single click.

Monitor project budgets in real time to ensure cost control, billing accuracy, and maximum profitability.

 

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Benefits to Your Business

01
Fast, Professional Quotes

Quickly create and send branded, accurate quotes for products and services—helping you win business faster and reduce turnaround time.

02
Seamless Quote-to-Contract

Convert accepted quotes into active contracts and projects with one click, eliminating manual entry and ensuring consistency across billing and service delivery.

03
Accounting Integration

Use customer-specific rates and sync with accounting tools like QuickBooks, Xero, and FreshBooks for smooth, error-free billing and financial workflows.

01
Fast, Professional Quotes

Quickly create and send branded, accurate quotes for products and services—helping you win business faster and reduce turnaround time.

02
Seamless Quote-to-Contract

Convert accepted quotes into active contracts and projects with one click, eliminating manual entry and ensuring consistency across billing and service delivery.

03
Accounting Integration

Use customer-specific rates and sync with accounting tools like QuickBooks, Xero, and FreshBooks for smooth, error-free billing and financial workflows.

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No credit card required and setup in less than 2 minutes.

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At SherpaDesk, we’re dedicated to providing exceptional support whenever you need it.

Whether you have questions, need assistance, or want guidance on using our services, our support team is here to help.

Support
support@sherpadesk.com
Call
8AM - 6PM EST
EST: 1.866.996.1200 ext 2
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SherpaDesk is a great tool for small IT service providers. Ticketing, comments and time tracking works seamlessly together. Our customer happiness has grown after we started to use it.

Chris Simmons

Owner, Red Road Networks LLC

Your Questions Answered

What is SherpaDesk, and how can it help my business?

SherpaDesk is an all-in-one professional services automation (PSA) and helpdesk platform designed to simplify how you deliver support and manage projects. It brings together ticketing, time tracking, invoicing, asset management, and customer communication into a single easy-to-use solution. This helps reduce overhead, increase efficiency, and deliver better service—so you can spend less time juggling tools and more time growing your business.

 
What customer support options are available?

There are multiple ways to reach out to us. You can submit a ticket or email our support team support@sherpadesk.com. 

Another way to reach us is to give us a call. Our number is 866-966-1200 ext. 2

How does SherpaDesk’s email ticketing system work?

SherpaDesk’s built-in email parser automatically turns customer emails into support tickets. Each request is routed to the right queue or technician, and all replies stay threaded within the ticket for clear communication. This ensures nothing gets lost in inboxes and your team can respond faster and more efficiently.

 
Is there a free trial available?

Yes! SherpaDesk offers a free 15 day trial so you can explore the platform and see how it fits your business before committing. You’ll have access to all the core features—ticketing, time tracking, invoicing, and more—so your team can fully test how SherpaDesk streamlines support and operations.

 
Can I customize interface to match my branding?

Yes! SherpaDesk allows you to customize your support portal interface with your company’s logo, colors, and branding elements. From the customer portal to email notifications, you can create a consistent, professional look that reinforces your brand identity while providing a seamless experience for your clients.

 
Can SherpaDesk integrate with other software?

Yes! SherpaDesk integrates with popular accounting tools like QuickBooks. FreshBooks and Xero to remote monitoring solutions like NinjaOne. SherpaDesk connects seamlessly into your workflow. Our open API also makes it easy to build custom integrations, so you can keep all your systems working together without extra hassle.

What is the pricing structure for SherpaDesk?

With SherpaDesk, you have the option to pay per month or annually and pricing is based on the total number of agent licenses needed.

If you are K-12 or Higher Ed, pricing is based on student enrollment numbers 

Reach out to us if you have any additional questions to sales@sherpadesk.com

 

Helping 100,000 organizations deliver the best customer experiences.

Transforming customer support with seamless, efficient solutions.

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