Find the funding before you quote
Share a draft scope or an Azure calculator export. Mesh lists the Microsoft engagements it qualifies for and estimates what each one pays.
Ask: “Which Microsoft incentives does this Copilot rollout qualify for?”
Mesh for MSPs
Design deals that pay off for the customer and for you
Mesh helps you design, submit and claim Microsoft incentives. It shapes the solution around your distributor margin, Microsoft’s CSP incentives and the designation or specialisation you’re working toward, then writes the SOW so the project produces the evidence Microsoft asks for.
We don’t just take an SOW you’ve already written and make it claim-ready. Tell Mesh what the customer needs and it finds the Microsoft engagements that fit, checks them against your own specialisations and Pax8 prices, and writes the scope, deliverables and customer obligations each engagement’s rules call for. Your own team prepares the claim with Mesh and submits it in Partner Center, so you don’t pay a consultant or a claims service to do it, or give them a cut of the funding. Payouts are estimates, and funding is always subject to Microsoft’s approval.
What you get done
Shape the deal before you quote it
Ask in Microsoft 365 Copilot or Claude while you scope. The answers come from your own Partner Center and Pax8 accounts and the quotes you already keep, and Mesh only sees what you can see.
Close the gap to the next band
Mesh tells you how far the deal is from the next funding band, and which partner requirements you already meet.
Ask: “What would move this Azure migration into the next funding band?”
Design the solution, then write the SOW
Tell Mesh what the customer needs. It finds the Microsoft engagements that fit, checks your Pax8 margin and CSP incentives, and maps the work to the designation or specialisation you’re working toward. The SOW it writes carries the scope, deliverables and customer obligations Microsoft’s rules ask for, so the evidence builds as the project runs and your team picks up the skills along the way.
Ask: “Design a Fabric engagement for this customer that qualifies for funding and counts toward our Data and AI specialisation.”
Check an SOW you already have
Mesh reads a statement of work and flags anything that would disqualify the claim, like an excluded activity or fees that don’t line up with the funding.
Ask: “Check this SOW against the incentive it is meant to claim.”
Find funding left on the table
Mesh lists the deals you closed in the last year, so you can check each one against the incentives it qualified for.
Ask: “Which of last year’s closed deals should we check for unclaimed funding?”
Know what your CSP book should pay
Mesh gives a low-to-high estimate of the CSP reseller incentives your Pax8 billing should attract this quarter.
Ask: “What should our CSP reseller incentives pay this quarter?”
Set each customer’s Pax8 price
See partner and retail prices from Pax8 and Partner Center side by side. Set a customer’s Pax8 price as a flat rate or a discount off retail, and check the dry run before it applies.
Ask: “Show me what this customer would pay at retail less our standard discount.”
What is in it
Built on Microsoft’s own incentive catalogue
Mesh reads and suggests. It doesn’t file claims, and a price only changes once someone approves it.
Incentive matching
Mesh reads Microsoft’s current Commerce Incentives catalogue, including the Frontier Accelerate engagements and the CSP incentives for Microsoft 365, Dynamics 365 and Azure.
- Match an opportunity, a draft scope or an Azure calculator export
- Which partner requirements you meet, checked against your own specialisations
- The deal’s size band, an estimated payout for your market and the gap to the next band
- A warning if its copy of the catalogue is out of date
A funding check on every quote
When Mesh drafts a quote, an opportunity, a private offer or an Azure cost estimate, it checks the funding at the same time.
- Works on quotes in Mesh, Kaseya Quote Manager, your PSA or Dynamics 365
- If the check is slow, the quote goes out without it
- Reads a SOW for exclusions and for fees that don’t match the funding
- Suggests edits to a draft SOW, or a list of variations if it’s already signed
Margin and pricing
See what you pay and what you charge side by side, and set each customer’s price yourself rather than leaving the default.
- Pax8 partner and retail prices for each customer
- Retail prices from your own Partner Center price sheet
- Set a customer’s Pax8 price as a fixed rate or a discount off retail. It dry-runs first.
- Mesh won’t set a price below cost unless you tell it to
- Pax8 and Partner Center invoices matched to what each customer was billed
How it works
From scope to signed
Scope it
Describe the work in chat, or share the draft scope or the Azure estimate.
Match it
Mesh lists the engagements it qualifies for and how far it is from the next band.
Quote it
Draft the quote in Mesh or the tool you already use. The funding check runs alongside it.
Check the SOW
Before the customer signs, Mesh flags anything that would disqualify the claim.
Questions
Common questions
- How does Mesh help with the claim?
- Mesh checks eligibility, builds the proof-of-execution checklist, puts the evidence together and keeps track of the deadlines. Your own Partner Center user submits the claim in the portal, and once Microsoft approves it Mesh follows the payout through your earnings. Earnings and claims show only to people Partner Center gives an incentives role, for the locations and programs that role covers. Funding is always subject to Microsoft’s approval.
- Do I still need someone to prepare and process claims?
- No. Mesh does the preparation your team would otherwise pay a person or a third party for: the paperwork, the evidence and the checks before your team submits it in Partner Center. The funding Microsoft approves stays with you.
- Are the payouts exact?
- No. They’re estimates from Microsoft’s published incentive catalogue for your market, and Mesh warns you when its copy of the catalogue is out of date.
- Which plans include it?
- Mesh for MSPs, in every band. There is no other software to buy. Connect your Pax8 and Partner Center accounts and the prices are your own.
- Does it cover Kaseya Quote Manager?
- Yes. Mesh reads Quote Manager quotes, orders and its catalogue, and checks each quote for funding.
Make your next deal pay off for the customer and for you
All of this is in every Mesh for MSPs band, with no other software to buy.