Sales Templates for MSPs
and IT Channel Partners

Efficiency Unlocked: Templates Improve
Conversion Rates!

Stop thinking, start doing. Templates help you scale with
repeatable processes, simplifying client communication.

Sales Templates for MSPs
and IT Channel Partners

Efficiency Unlocked: Templates Improve Conversion Rates!

Stop thinking, start doing. Templates help you scale with repeatable processes, simplifying client communication.

Accelerate Sales

Pick any of the templates below to get started.

Technology Maintenance Agreement Template

Enter into a legally binding agreement.

Quarterly Business Review Meeting Template

Quickly review business performance and track action items.

Data Recovery Agreement Template

Customize content and get approvals quickly.

Logistics Quote for IT Partners

Digitalize the entire commercial process of your logistics

Customer Maintenance Agreement Template

Offer customer maintenance agreements and highlight your value.

Software Maintenance Contract Template

Highlight your software maintenance process easily.

Partner Assessment and Scorecard Template

Assess the effectiveness of your channel partners quickly.

IT Services Price Setting Worksheet

Determine the selling price of your product or services.

IT Purchase Order Template

Create and send a purchase order in moments.

Vendor Risk Assessment Template

Identify the vulnerabilities associated with a specific vendor.

IT Vendor Evaluation Template

Assess the performance of your vendor efficiently.

IT Managed Service Agreement Template

Manage expectations, offer service bundles, and expand offerings.

IT Network Management Proposal

Save time, collaborate in real-time, and offer customized pricing.

IT Consulting Proposal Template

Layout strategy, customize content, and prepare estimates.

IT Security Services Proposal Template

Propose security support, training, and holistic monitoring services.

MSP Program Plan Proposal Template

Offer consultation, highlight value, and make strategic plans.

IT Support Contract Template

Highlight your support process and never miss a ticket.

IT Development Proposal Template

Suggest an effective process with the right information.

IT Equipment Maintenance and Repair Services Proposal

Offer refurbishment, repair, and maintenance services with ease.

Managed Services Statement of Work

Plan support for troubleshooting and resolution of issues.

Technology Support Proposal

Pitch compelling testing and maintenance services quickly.

Managed Consulting Proposal Template

Successfully deliver strategic initiatives and planning modules.

IT Support Services and Maintenance Proposal

Avoid complexity, and deliver support smoothly.

With Templates You Can:

Learn the best way to format information in a way your client will understand.
Make sure to include vital scope details and fully articulate your business value.
Set expectations with clients for every type of engagement with pre-defined pricing structures and product suites
Scale quote and proposal creation while maintaining brand consistency.

Realize the Maximum
Potential of Your Proposals

Get started with
preformatted templates.

Expedite deals with
100% customizable quotes.

Send quotes as microsites anywhere,
anytime, and on any device.

Propose integrated upsell
and cross-sell options.

Communicate in real-time and
get instant approvals.

Design content, insert videos, save
blocks, and reuse across accounts.

Go Faster with Zomentum, the IT Sales Acceleration Platform

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Shorten Sales Cycle

Close More Deals

Increase Revenue

Shorten Sales Cycle

Close More Deals

Increase Revenue