Quote it, approve it, turn it into an invoice — without re-keying a thing.

Morton Command Center gives your MSP one place to build client quotes from real distributor catalogs, route them through an approval flow, and carry the approved quote forward into an order and an invoice. The line items you priced are the line items your customer is billed for.

Browse your distributor catalogs — we build your Pax8 and Ingram Micro connections as part of your engagement — add markup, and send a quote your team can stand behind. When it's approved, the same data becomes a purchase and an invoice in your accounting system (QuickBooks Desktop, QuickBooks Online, Xero — anything with an API, built for your stack) — no spreadsheet, no copy-paste, no quantity drift between systems.

See How Quoting Works Schedule a 30-Minute Consultation
Catalog → quote
Pax8 and Ingram pricing, with your markup
Quote → order
Approved quotes become real purchases
Order → invoice
Same line items flow into the accounting system we wire to your stack
The procurement workflow

From distributor catalog to billed line item

Quoting, ordering, and approvals usually live in three different places. Morton Command Center keeps them on one rail so the price you quoted is the price you charge.

Build quotes from real catalogs

Browse your distributor catalogs right inside Morton Command Center — we build your Pax8 marketplace and Ingram Micro catalog connections custom to your stack, and any distributor with an API gets wired in the same way as part of your build — drop products onto a quote, set quantities, and apply your markup. Quoting itself is a native Morton Command Center feature — line items, customer notes, and totals all live in one place, scoped so a rep only sees the clients they're assigned to.

Route purchase requests for approval

Hardware and license requests run through a built-in approval flow before money is spent. A technician raises a purchase request, the right approver signs off, and only then does it move forward — so spend stays controlled and there's a clear record of who approved what, tied to the client it's for.

Carry the quote into an invoice

An approved quote doesn't dead-end. The same line items can become a purchase and then an invoice in your accounting system through Morton Command Center — so what you priced is what your customer is billed, with no re-entry between the quote and the books. We build your QuickBooks Desktop integration via the Conductor connection, and because the platform is API-driven, we build the same connection for any accounting system with an API — QuickBooks Online, Xero, or whatever your books run on.

Procurement is where MSP margins quietly leak.

A quote gets built in one tool, the order goes through a distributor portal, the approval happens over email or chat, and the invoice gets rebuilt by hand in the accounting system. Every hand-off is a chance for a quantity to change, a markup to get forgotten, or a charge to never make it onto a bill. By the time it's invoiced, nobody is sure the numbers still match the quote.

Morton Command Center keeps the whole path on one rail.

You build the quote from real distributor pricing, route it for approval, place the order, and carry the same line items forward into an invoice in your accounting system — we build your QuickBooks Desktop integration, or a connection to any accounting platform with an API, custom to your stack. The data is entered once and reused, so the price you quoted is the price your customer pays.

Quotes built from distributor catalogs, not guesswork

The Procurement workspace puts your distributor's catalog where the quote is being built. We build your Pax8 marketplace connection for cloud subscriptions and your Ingram Micro catalog connection for hardware and licensing as part of your engagement, so you can open a product's detail and drop it onto a quote with the quantity you need. Because the platform is API-driven, any distributor that exposes an API gets wired in the same way; if your tool has an API, we build that integration for you.

From there, Morton Command Center handles the parts that are easy to fumble by hand:

  • Markup applied to each line so your margin is baked into the quote, not bolted on later
  • Line items and quantities captured natively, with customer-facing notes
  • Scope enforcement so a sales rep or technician only quotes for the clients they're assigned to
  • One source of truth for the quote — no separate spreadsheet that drifts out of sync

Quotes are native to Morton Command Center. They aren't pulled out of a distributor portal and pasted in — they're created, edited, and stored in the platform, which is exactly why the same data can flow downstream cleanly.

Approvals that happen in the system, not in someone's inbox

Spend approval shouldn't live in a thread that's impossible to audit later. Morton Command Center includes a purchase-request flow: a technician raises the request, an approver reviews it against the client it's for, and the purchase only moves forward once it's signed off.

Because requests, quotes, and purchases all sit on the same client record, you get a clear trail of what was requested, who approved it, and what it was for — without anyone reconstructing the story from old messages at month-end.

Ordering through the distributors you already use

Whatever distributor you order through, that connection is built for you as part of your engagement — Pax8 for marketplace subscriptions, Ingram Micro for product orders, or any distributor with an API — using the same adapter-based approach the rest of the platform uses; if it has an API, we build it.

One honest caveat worth saying up front about the Ingram build: order placement runs against a sandbox by default and is switched to live ordering only once your production credentials are configured during onboarding.

Unify what you have — don't replace it

Morton Command Center isn't a rip-and-replace suite that demands you abandon your distributor relationships or your accounting system. It sits on top of the tools you already run through normalized adapters, reading from and writing to them so nothing has to migrate. Your distributor accounts stay yours; your books stay where they are.

That's the whole philosophy of the platform: a mature core, shaped to your stack. Procurement and quoting are one module among many — tickets, devices, time, billing, and invoicing all live in the same place — so a quote isn't an island. It's connected to the client it's for and the invoice it eventually becomes.

Where the quote becomes a bill

The payoff of building quotes natively is what happens after approval. Because the line items live in Morton Command Center rather than a distributor's portal, an approved quote can move into a purchase and then into an invoice without anyone re-typing it.

For an MSP on QuickBooks Desktop — including Enterprise, Premier, and Pro — we build invoicing through Conductor, a lightweight local sync agent that bridges your on-premises QuickBooks to the cloud without ever exposing it to the internet. The hardware and licenses you quoted land on the invoice with the markup you set, so margin doesn't quietly evaporate between the quote and the books. If your MSP runs QuickBooks Online, Xero, or any other accounting platform with an API, we build that connection into your stack the same way — your accounting system stays exactly where it is, and nothing migrates.

  • Build the quote from the distributor catalogs we wire to your stack (Pax8, Ingram Micro, or any distributor with an API).
  • Apply your markup and route it for approval.
  • Place the order through the distributor.
  • Carry the same line items into an invoice in your accounting system (QuickBooks Desktop, QuickBooks Online, Xero — whatever we build for you).

One entry, reused down the whole chain. That's how procurement stops leaking margin.

Built for how your MSP actually buys

The Procurement and Quotes module is one of the platform's newer, evolving areas, and we treat it that way — configured around your real buying motion during onboarding rather than handed to you as a rigid template. Your distributors, your markup rules, your approval chain, and your accounting destination all get set up to match the way your team already works.

You keep the control. Morton Command Center removes the re-keying and the drift between the quote, the order, and the invoice.

Pricing

Morton Command Center uses transparent flat-rate pricing — no per-seat, per-client, or per-quote fees. Whether you quote a handful of deals a month or hundreds, your cost is the same. See current pricing on the homepage →

Founding Five program is active — the first five customers lock in their rate for the lifetime of their account, before standard pricing takes effect. See current pricing on the homepage →

Related solutions

Morton Command Center is built around your specific stack. If quoting and procurement matter to you, these adjacent angles probably will too:

Ready to stop rebuilding quotes into invoices by hand?

If your MSP is quoting in one tool, ordering in another, approving over email, and then re-typing it all into the accounting system, Morton Command Center was built to collapse that into a single flow.

We'll map your distributors, your markup rules, your approval chain, and your accounting system. Then we'll show you what a quote-to-invoice workflow could look like for your MSP.

One 30-minute call could end the copy-paste between your quote and your books.

Schedule a Consultation

Questions first? Email [email protected] or read the FAQ.