Creating and sending proposals is a common and extremely important activity for all managed service providers (MSPs). However, it’s also a challenging one. 

As an MSP, you may need to send various types of proposals to your clients based on their requirements and the services you offer. 

A proposal template helps you create consistent and professional proposals that allow you to impress clients and close more deals. 

Today, we’ll cover the best proposal templates that every MSP needs to use for creating top-notch proposals. 

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1. MSP Business Proposal Template

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Creating effective business proposals is a key step in growing your business and increasing revenue. You must create robust business proposals that outline your scope of work, service offerings, pricing options, and other relevant information. 

An MSP business proposal template streamlines business proposal creation. It includes all the fields that you need to fill to create an effective, winning business proposal that encourages your consumers and investors to take action. 

Benefits of an MSP business proposal template:

• Streamline proposal creation
• Ensure uniform and professional proposals
• Ensure clear and organized communication

Download the MSP Business Proposal Template

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2. IT Services Price Setting Worksheet

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Next, we have the IT services price setting worksheet, which is another crucial template for managed service providers. 

Your pricing strategy plays a vital role in your business success and growth. The right pricing strategy can help you outshine your competitors, get more clients, and increase profitability. 

On the other hand, improper pricing can do the opposite – cause business loss and revenue leakage. 

A price/quote setting worksheet, as the name suggests, allows you to create an optimal pricing strategy that ensures profit maximization and helps you get a competitive edge. 

Benefits of IT Services Price Setting Worksheet:

• Create a profitable pricing strategy
• Showcase pricing across services
• Clearly outline costs 
• Streamline the pricing process

Download the IT Sevices Price Setting Worksheet

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3. Quarterly Business Review Meeting Template 

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A quarterly business review (QBR) is an essential business activity that allows you to foster accountability, align teams, adjust strategies, and ensure that the entire company is on the right track.

It includes various elements, such as performance evaluation, goal review, strategic planning, issue identification, action planning, and relationship building with clients. Additionally, other elements may come into the picture based on your MSP and the services you offer.

Therefore, you need a template to streamline your QBR assessment goals and priorities, and here’s where the Quarterly Business Review Meeting template comes in handy.

Benefits of the Quarterly Business Review (QBR) Meeting template:

• Gain valuable performance insights
• Ensure everyone is on the same page
• Optimize your strategy
• Identify issues early
• Improve decision-making

Download the Quarterly Business Review Meeting Template

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4. IT Support Services and Maintenance Proposal

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MSPs that primarily offer support and maintenance services can leverage the IT Support Services and Maintenance proposal to streamline their proposals and win more deals. 

Any IT support and maintenance proposal must contain a lot of intricate details, such as service features, service management, terms and conditions, and so on. 

An IT support services and maintenance proposal template makes it easier for you. All you need to do is fill in the information fields, and you’ll have professional proposals in no time. 

Benefits of the IT Support Services and Maintenance Proposal

• Demonstrate a clear scope of services
• Offer customized solutions
• Ensure cost transparency
• Improve efficiency

Download the IT Support Services and Maintenance Proposal

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5. Managed Consulting Proposal Template

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If you provide consulting services, a managed consulting proposal template can help you streamline your service offerings. It provides a comprehensive structure to help you define a strategic consulting plan that aligns with your client’s requirements. 

The template enables everyone from small businesses to large enterprises to create compelling consulting proposals for showcasing personalized solutions, pricing tiers, network operations centers (NOC and security operations centers (SOC). 

Benefits of the Managed Consulting Proposal Template:

• Develop and offer personalized solutions
• Showcase NOC and SOC details
• Include hardware and software specifications

Download the Managed Consulting Proposal Template

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6. Technology Support Proposal Template

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MSPs that offer technology support services may struggle to clearly and comprehensively explain the services they offer and their corresponding pricing. A technology support proposal template can make your life easier. 

A technology support template includes sections for a wide range of technology support services, including software development, implementation testing, maintenance, and IT consulting. 

Hence, you can create and send professional technology support proposals that increase sales and revenue. 

Benefits of the Technology Support Proposal Template:

• Showcase comprehensive service offerings
• Demonstrate the hours of coverage details
• Mention maintenance provisions

Download the Technology Support Proposal Template

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7. IT Development Proposal Template

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If you offer software development services, you may struggle to create winning IT development proposals that outline the complete scope of the project. This can lead to confusion and uncertainties in clients, resulting in low close rates and lost revenue. 

An IT development proposal template can solve these hurdles for you and help you create consistent, effective development proposals. You can use a development proposal template to create a structured proposal for your client and show your services strategically to drive more action. 

Benefits of the IT Development Proposal Template

• Create consistent and structured proposals
• Ensure clarity in project scope
• Streamline resource allocation

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Download the IT Development Proposal Template

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8. IT Security Services Proposal Template

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Are you an MSP offering managed security services? Then, you need to create compelling security services proposals. 

An IT security services proposal template can help you create convincing proposals and present your services in a professional way. It comes with various customizable sections to help you create personalized security service proposals for your clients. 

Benefits of the IT Security Services Template

• Give a clear view of your security services
• Define incident resolution, data encryption, and intrusion detection
• Offer transparent pricing options

Download the IT Security Services Template

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Scale Your MSP Business with Zomentum

Didn’t find a template that aligns with your needs? No worries! Check out our collection of 20+ templates made specifically for MSPs like you. 

If you want to scale your MSP business, check out Zomentum’s end-to-end revenue automation tool for MSPs. Create quotes and proposals, manage your sales pipeline, and collect recurring payments with Zomentum.