Compare all plan features
Save up to 15% by paying for a year upfront!
- Pay Monthly
- Pay Yearly Save 15%
Customer Console:
Provide your customers with a modern, unified client portal.
Number of Customers
Provide all of your customers and end-users with a modern experience.
Unlimited
Unlimited
Unlimited
Workspaces
Collaborate with customers on each deal inside a digital workspace.
Real-Time Quote Status
Show your customers the phases of your quote workflow and % complete.
Activity Feed
Provide up to date status across all teams, quotes, and orders.
Messaging
Send and track communications between your team, partners, and customers on each deal.
Docs
Organize your customer's documents in one place.
Quotes
Allow customers to view, track, collaborate, and modify quotes.
eSignature with DocuSign
Enable your customers to authorize documents with DocuSign.
Invoices
Provide your customers with online invoicing and payments.
Add-On
Private Label
Add your logo and branding to your console and login page.
Add-On
Support Hub
Create and sync service tickets between your PSA and TechGrid.
Coming Soon
Coming Soon
Coming Soon
Sites
Store your customer's service locations and building details including sq. footage, floor plans, and more.
Single Sign-On (SSO)
Sign in with Microsoft & Google.
Orders
Show your customers the real-time status of each order including order status and fulfillment phase.
Order Details
Provide real-time fulfillment status for each item on the order.
Shipping Status
Provide customers with real-time shipping status using TechGrid Shipping.
Service Map
Show an interactive service coverage map with your capabilities by service type and geography.
Marketplace:
Connect your partners and apps to see real-time pricing, availability, and build all-digital workflows.
Distributor Integration
Connect to all major distributors to digitally sell and fulfill 1,700+ Manufacturers and 200+ Independent Software Vendors.
CRM Integration
Connect HubSpot, Salesforce and other CRMs to sync revenue, gross profit, and deal stages.
PSA Integration
Connect your PSA to enable fulfillment and service ticketing.
Accounting Integration
Create and sync invoices, purchase orders, and payment status with your accounting system.
Financial Service Providers
Activate tech finance from Financial Service Providers and sell anything as a service.
Platform for Your Team:
Provide your team with a modern way to build, sell, and fulfill tech solutions.
Number of Included Team Member Seats
Each plan includes 3 free team member seats to get you started.
3
3
3
Cost Per Monthly Active Team Member
Give your whole team access to the platform. We'll keep track and bill you only for what you use. A team member is active in any month when one or more activities takes place on the platform.
$35
$50
$65
CPQ Engine
Close deals faster with a CPQ engine that allows your team to build, configure, price, and quote products, services, or complete solutions in minutes.
Build Your Own Solutions
Use a standardized workflow to build quotes for custom IT solutions from the catalog.
Partner Renewals Workflow
Access a guided solution workflow built specifically for quoting partner renewals.
Coming Soon
Coming Soon
Coming Soon
Bundles
Build quotes faster and with greater consistency using bundles. Access pre-built OEM bundles or combine hardware, services, licensing, and apps to create your own.
Real-Time Pricing & Availability
Access instant pricing and availability from your distributors directly within the quote or in the catalog.
Bill of Materials Import
Import BOMs from third party tools in several formats.
Product Catalog
Access a pre-built catalog with over 1 million product SKUs built for Technology Service Providers. Find new items, add your own, and manage everything you sell digitally.
Product Information Management
Avoid the time-consuming process of researching critical product information and specs using an integrated product information management system (PIM).
Service Catalog
Access pre-built services or create SKUs for your own services to organize your service offerings digitally.
Service Information Management
Collect, manage, and enrich services information in one place. Data can include: images, pricing, scope of services, and other critical data.
Search
Easily search across the entire catalog to find, add, and modify quotes directly within the CPQ workflow.
Special Pricing
Add special pricing registrations and non-standard pricing.
Deal Desk
Review pricing, revenue, gross profit, gross margin, and total contract value in one view for each deal.
Estimated Sales Tax Calculation
Automate the process of adding estimated sales tax on every quote.
Templates
Standardize document templates for proposals, SOWs, and agreements to eliminate errors, save time, and stay on brand.
eSignature with DocuSign
Authorize documents digitally with DocuSign. Each plan includes a free amount of digital signatures with additional charges per signature.
5/User/Month
7/User/Month
11/User/Month
Workspace Dashboard
Track important information related to each deal.
Quotes
Track and manage all active and previous quotes in one dashboard for you and your team.
Workspaces
Collaborate with team members, customers, and partners on each deal inside a digital workspace.
Activity Feed
Provide up to date status across all teams, quotes, and orders.
Messaging
Send and track communications between your team, partners, and customers on each deal.
TechGrid Solutions Workflows
TechGrid Solutions provide pre-built guided inputs for specific solutions that enables your team to build quotes faster and with greater consistency.
Site-to-Site Managed Internet (S2S)
Start reselling internet services using prepopulated broadband, fiber, and cable options built right into the catalog.
Custom Solution Workflows
Create your own guided workflows for specific solutions your business offers.
Add-On
Add-On
Add-On
One-SKU Bundles
Create unique products and solutions that combines everything into a single SKU.
Custom Templates
Work with the TechGrid team to build custom document templates that can be accessed in the CPQ workflow. Each plan includes a limited number of free templates with additional charges per template.
3
5
Contracts
Build contracts i.e. state, federal agency, or consortium etc. to set standard pricing and costs that can be automatically applied to quotes in the CPQ workflow.
Advanced Service Calculations
Use several different schedules to calculate the cost of a service dynamically i.e. percentage of volume and price by geography.
Order Management System
Track and manage all active and previous orders in one dashboard for you and your team.
Fulfill Mode
Automatically switch from sell mode to the fulfill mode keeping the entire history of the quote as you fulfill the order.
Task Manager
Create, assign, and prioritize tasks within an order. Track progress in real-time and make collaboration easier to provide better visibility to the customer.
Procure-Track-Provision:
Digital procurement system for hardware, licensing, apps, and internet services.
Guided Fulfillment Workflows
Use a modern fulfillment framework to manage and track orders from procurement to payment.
Manual Orders
Send purchase orders to any distributor using email and PDF.
Digital Orders
Send digital orders to distributors and get real-time order and item status.
$3/Order
$1/Order
Serial Number Tracking
Automatically pull in serial numbers from digital orders sent to distributors.
Provisioning Status
Receive real-time provisioning status for apps and internet service.
TechGrid Shipping
Ship products at up to 77% off of standard shipping rates from 15+ carriers.
Real-Time Shipping Status
Receive and provide instant shipping status updates to your team and customers.
Service Link
Use 50+ service SKUs to grow services revenue with an on-demand workforce. Choose the services that your team delivers and activate certified partners to handle the rest.
Coming Soon
Coming Soon
Service Link Matching
Find partners quickly using matching logic based on service type and geography.
Coming Soon
Coming Soon
Service Map
Map the locations of your offices and team members by service and geography to better plan where, what, and how your business delivers IT services.
Finance:
Modern financial tools for technology service providers to grow revenue, receive payments and sell XaaS.
Tech Finance
Grow upfront revenue and recurring revenue by converting any deal into an as-a-Service solution. Offer more flexible and modern payment options for your customers.
Credit Checks
Check business credit and establish credit terms for customers.
Pre-Approved XaaS Agreements
Use pre-built agreement templates approved by financial service providers.
Payment Plans
Create payment plans with real-time, dynamic finance rates
Personal Property Tax Compliance*
Included when you use a financial service provider on TechGrid.
Invoices
Create and send invoices to customers online.
Add-On
TechGrid Tax
Calculate and charge sales and communications taxes on the invoice.
Subscription Management
Create, manage, and renew subscriptions.
Subscription Billing
Automate subscription billing and collections.
TechGrid Payments
Receive online payments for completed orders via ACH/CC.
2.7% + 30¢
2.5% + 30¢
Advanced:
Access automations, reporting, and security controls to maximize team productivity and increase efficiency.
Role-Based Access Control
Secure your account with confidence with RBAC based on company type, team member role, and access role.
Team Member Roles
Assign roles that turn on functionality for engineering, sales, operations, finance, and project management.
Single Sign-On (SSO)
Sign in with Microsoft & Google.
Deal Dashboard
Visualize performance metrics for each deal booked.
Bill of Materials Automation
Simple discovery forms that can automate the BOM creation.
Price Automation
Automate pricing logic based on a standard set of pricing rules.
Workflow Rules
Create rules for manager approvals and other automations.
Order Dashboard
Visualize performance metrics for each order fulfilled.
Team Member Productivity
Visualize productivity metrics for each team member.
Commission Tracking Integration
Connect with compensation management software to track and manage your teams compensation.
Team Reporting
Create teams to group reporting and analytics.
Advanced Analytics
Visualize detailed metrics based on phases, pipeline stages, gross profit margins.
Currency Translation
For MSPs and VARs operating in multiple currencies, automatically convert financial data from one currency to another.
API Access
Use the TechGrid API to build on our platform.
Webhooks and Automations
Integrate with nearly any system using advanced webhook triggers in workflow automations.
Support & Success:
Get the most out of the platform with in-depth training resources.
Documentation
Use our extensive documentation library to get your team up and running quickly.
Video Hub
Learn sales and fulfillment concepts and how to use TechGrid with on-demand videos.
Product Roadmap
Submit requests and ideas for new products and features. See the short-term roadmap and what we're building next.
Email Support
Get the help you need from our support team via email.
Chat and Phone Support
Speak with our support team live on the phone or using integrated chat online.
Live Online Training
Take your skills to the next level with live online training from our team of experts.
Workflow Automations Support
Get help from a workflow expert to setup custom workflow automations.
Dedicated Success Manager
Work with our success team and get help using TechGrid to optimize and your grow your business.
Priority Support
Get priority access to our support team for faster response times.
API Support
Get dedicated help from our integrations team to build on our platform.
Security Trimmed Data
Filter and restrict data based on their access permission so they only see the information they are authorized to see.
Coming Soon
