IT services and MSP proposal templates
Ten real QuoteCloud templates for managed services, service levels, security, network projects and repairs, and how an MSP turns them into one standard set.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's template library includes IT services templates such as the IT Services Proposal, Computer Service Contract, Service-Level Agreement, Cybersecurity Proposal, Network Installation Proposal, IT Consulting Agreement and Computer Repair Contract. Open one, add your logo, tiers, price book and terms, save it as your own template, or have your current agreement converted during the trial.
A fictional MSP's template set in QuoteCloud. Six templates, each started from a real QuoteCloud template: a managed services agreement from the IT Services Proposal with its SLA and terms locked, a service-level schedule from the Service-Level Agreement, a project statement of work from the Network Installation Proposal, a security assessment from the Cybersecurity Proposal, a milestone sign-off from the Project Customer Acceptance Form and a penetration test engagement from the IT Consulting Agreement. The view switches between the Sales, Projects and Security teams, and each team sees only the templates assigned to it.
Every document an MSP sends, and where to start it
Map your client lifecycle to a small standard set. Six start from real QuoteCloud templates; build the other three from your own blocks, or have yours converted.
| Document you send | Start from | What you standardise | See it |
|---|---|---|---|
| Managed services agreementSales | IT Services ProposalComputer Service Contract | Tiers per userPrice book rowsTerm optionsLocked termsTwo signers | Per user & device |
| Service-level scheduleSales · service delivery | Service-Level Agreement | Response targets by priorityLocked block | Support tiers |
| Project statement of workProjects | Network Installation ProposalNetwork Installation Proposal #2CRM Implementation Proposal | Milestones as sectionsAssumptionsGantt planShare paid on signing | Project SOWs |
| Milestone sign-offProjects | Project Customer Acceptance Form | One per milestoneeSignature | Project SOWs |
| Security assessmentSecurity | Cybersecurity ProposalIT Consulting Agreement | Fixed scopeOptional tests50% on signing | Security |
| Break-fix and repair workService desk | Computer Repair Contract | DiagnosticsPartsWarranty wording | Break-fix |
| Licence and hardware quoteSales | No IT template in the library: build it from your price book's licence and hardware products. | Catalogue rowsHidden cost and margin | Licences & hardware |
| Quarterly review proposalAccount management | No QBR template in the library: build one from blocks, or have yours converted. | Review notesOptional recommendations | QBRs |
| Renewal offerAccount management | No renewal template in the library: copy the signed agreement for the next term. | Same structureNew term and expiry | Renewals |
Each template link opens the real template page on quote.cloud. Templates are on Essentials and up.
The IT services templates in QuoteCloud's library
All ten, with their first page. Open one, make it your own and save it as a company template.
- Proposal template IT Services Proposal A detailed quote for managed IT solutions. View template
- Contract template Computer Service Contract Clients choose services, sign electronically and confirm the agreement. View template
- Agreement template Service-Level Agreement Response times, support obligations and service targets for IT providers and managed service agreements. View template
- Proposal template Cybersecurity Proposal Scope of services, risk assessment, compliance approach, timeline and pricing for security providers. View template
- Proposal template Network Installation Proposal Scope, hardware, installation plan, timeline, pricing and post-deployment support for wired or wireless networks. View template
- Proposal template Network Installation Proposal #2 System descriptions, project schedule, detailed pricing and electronic signature for IT vendors. View template
- Agreement template IT Consulting Agreement Terms for an IT consulting assignment, ready to customise and sign online. View template
- Contract template Computer Repair Contract Diagnostics, repairs, parts, warranties and data liability for break-fix work. View template
- Proposal template CRM Implementation Proposal Scope and pricing for a software implementation project. View template
- Form template Project Customer Acceptance Form A project or milestone sign-off with eSignature. View template
Standardise the blocks, not just the templates
Save the parts every agreement shares to the company content library once. Every template, and every rep, uses the same cover, price table, service levels and terms.
- Cover · client and termCover page
- Why Quillfield ITText block
- Managed services, per userPrice table
- Security optionsPrice table
- Service levels by priorityTable Locked
- Agreement termsText block Locked
- Two-signer acceptanceeSign block
- Project planGantt chart
- 1Cover From library
- 2Why Quillfield IT From library
- 3Your environment todayWritten by the account manager for each client
- 4Services per user and device From library
- 5Security options From library
- 6Service levels Locked block
- 7Terms Locked block
- 8Acceptance and onboarding payment From library
Company blocks
Price tables are saved with their behaviour: repeating rows, optional security services, section headings.
Content library: Essentials and up
Locked where it matters
Service levels and terms are usable but not editable, so no rep rewrites a response time.
Content locking: Business
Permissions by role
Decide which roles can use the library and which can add or edit blocks.
Send us your current agreement
Start a free 14-day trial, no credit card required. On Essentials, Business and Enterprise we convert one of your existing templates free during the trial.
From your Word agreement to a QuoteCloud template
Most MSPs already have an agreement they trust. Keep the wording; change how it is priced, signed and controlled.
Send the agreement
During the trial, QuoteCloud converts one existing template free on Essentials, Business and Enterprise.
Replace the price section
Swap the Word table for a price table from your catalogue: tiers per user, devices, Microsoft 365, onboarding.
Add data items
Client name, user count and term become data items in the text, filled for each client.
Lock the SLA and terms
Save them as company blocks and lock them, so reps can use them but not edit them (Business).
Save and assign
Save it as a template and use Template Restrictions to assign it to the teams that send it.
One standard
Every rep sends the same service levels
The service-level schedule is a locked company block in every agreement template, so a response time is only ever changed once, by the person allowed to change it.
Support tiers & service levelsSchedule 2 · Service levels By support tier
| Essentials | StandardChosen | Complete | |
|---|---|---|---|
| Helpdesk hours | 8am–6pm weekdays | 8am–6pm weekdays | 24/7 for P1 |
| P1 · business stopped | 2 hours | 1 hour | 30 minutes |
| P2 · a team affected | 4 hours | 2 hours | 1 hour |
| P3 · one person affected | Next business day | 8 business hours | 4 business hours |
| On-site visits | Billed hourly | Included | Included |
| Quarterly business review | Not included | Included | Included |
| IT roadmap and budget (vCIO) | Not included | Not included | Included |
Response targets are Quillfield's own wording, saved as a locked block. QuoteCloud sends and signs the agreement; it doesn't measure the service.
Keep the set standard as the team grows
Templates stay useful when the right people see the right ones and nobody quietly edits the parts that carry risk.
Template Restrictions per team
Assign templates to a team in its settings, so projects see SOWs and sales see agreements.
Locked company blocks
Service levels, terms and liability wording can be used but not edited (content locking, Business).
Library permissions by role
Choose which roles can add or edit blocks in the content library.
Save any document as a template
A well-written SOW for one client becomes the starting point for the next.
Version history
See earlier versions of a document and revise the last one (Business).
Templates for automation
Zapier, Make or the API create documents from a named template, with data items filled (Essentials and up).
Template questions from MSPs
What IT services templates does QuoteCloud have?
The library includes the IT Services Proposal, Computer Service Contract, Service-Level Agreement, Cybersecurity Proposal, two Network Installation Proposals, IT Consulting Agreement, Computer Repair Contract, CRM Implementation Proposal and Project Customer Acceptance Form. Each opens in the editor, where you add your logo, tiers, price book and terms and save it as your own template. Templates are on Essentials and up.
Is there a QBR or renewal template for MSPs?
Not in the library. Build a quarterly review proposal from your own blocks, such as review notes and a price table of optional recommendations, or have your existing one converted. For a renewal, copy the signed agreement and set the new term and expiry date. Save either as a template so every account manager starts from the same one.
Can QuoteCloud convert my existing Word agreement?
Yes. On Essentials, Business and Enterprise, QuoteCloud converts one of your existing templates free during the 14-day trial. Further conversions are a paid add-on, priced per template. Send the agreement you use today; the wording stays yours, and the pricing, data items and signature blocks become QuoteCloud content.
Can different teams see different templates?
Yes. In a team's settings, Template Restrictions assigns specific templates to that team, so your projects team sees statements of work and milestone sign-offs while sales sees managed services agreements. Custom user roles and unlimited teams are on Essentials and up.
Can I stop reps editing the SLA or the terms?
Yes, on the Business plan. Save the service-level schedule and your terms as company blocks in the content library and lock them. Reps can add a locked block to any agreement but can't change its wording. Library permissions by role decide who can add or edit blocks in the first place.
Can a template use my price book?
Yes. Add price tables whose rows come from your product catalogue: support tiers per user, devices, Microsoft 365 per seat, onboarding once-off and optional security services. Price tables and the catalogue, with costs and margins hidden from the client, are on Essentials and up.
More for IT service providers
Every page of the QuoteCloud IT services microsite.
-
Per-user & per-device MSP pricingSupport tiers priced per user, devices and servers per unit, Microsoft 365 per seat, on the term the client picks.Explore
-
Project statements of workMigrations, network refreshes and cloud projects priced by milestone, with a Gantt plan and sign-off at each stage.Explore
-
QBR proposals & upsellQuarterly reviews that end in priced recommendations the client can choose and sign in the same document.Explore
- Support tiers & service levelsEssentials, Standard and Complete side by side, response targets by priority, and your SLA wording locked.
- Microsoft 365, licensing & hardware resaleLicences as monthly rows, laptops and network gear outright, with your cost and margin hidden from the client.
- Break-fix to managed servicesTurn a year of call-out invoices into one proposal for a predictable monthly fee per person.
- Security & compliance assessmentsAssessment proposals with fixed scope, optional tests and a remediation plan the partners choose from.
- Renewals, true-ups & seat changesSee agreements nearing expiry, send the next term early, and add users and devices by signed variation.
- Approvals, discounts & margin controlBig agreements and deep discounts go In Review before they're sent; cost and margin stay with your team.
- PSA, CRM & accounting integrationsSigned agreements into your CRM and accounting software, and to your PSA or service desk through Zapier or the API.
- QuoteCloud implementation for MSPsYour agreement template converted, price book imported, SLA wording locked, approvals, integrations and training.
- FAQAnswers to the questions MSPs and IT service companies ask most.
Start from an IT services template
Free for 14 days. No credit card required.