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

Laptop

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.

 

Frame 1948758605 (4)

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.

Frame 1828042828 (7)

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.

Frame 1828042883 (9)

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.

 

Frame 1828042883 (10)

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.

Get Started Now

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

free trial
BOOK DEMO

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
Frame 1828042828 (9)

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?

Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.

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?

Need answer

How secure is my data with SherpaDesk?

SherpaDesk takes security very seriously. Elaborate here

Is there a free trial available?

Yes. You can start with SherpaDesk for 14 days. 

Can I customize interface to match my branding?

Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.Create notifications based on events and time elapsed on a ticket to prevent important customer support issues from falling through the cracks.

Can SherpaDesk integrate with other software?

SherpaDesk integrates with Google Apps, Office, and accounting softwares including QuickBooks Online, Xero, FreshBooks. 

Regarding RMM, SherpaDesk integrates with NinjaOne

 

What is the pricing structure for SherpaDesk?

With SherpaDesk, you have the option to pay per month or annually.

If you are a large organization such as a school, the pricing is per # of enrolled students.

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.

free trial
BOOK DEMO
FreshBooks
Xero
Google Apps
Quickbooks
MS Office
NinjaOne