Monthly security reports with next month's work inside
The month in figures from your monitoring platform, the summary your analyst accepted, and recommendations the client ticks, signs and pays for.
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QuoteCloud turns a monitoring platform's monthly export into a branded managed security report: the month's figures, a summary your analyst reviewed, the incidents in plain language, and recommendations as optional price lines the client ticks and signs for, with once-off items paid on signing. Your AI assistant can be set up to draft it through QuoteCloud's MCP service.
Last reviewed by the QuoteCloud team
An engineered drawing of October as a plate of 31 day tiles from Monday to Sunday, the 17th raised and amber: the day of the month's one incident. Beside the month, a stack of flat blocks for each week shows the alerts the analysts reviewed, about ten alerts a block. A green line runs from the incident tile to the monthly report sheet. Below, the figures for Quenby & Hart Lawyers from the monitoring platform's export: 64 of 64 endpoints, 412 alerts reviewed, 6 escalated, 1 incident; and the recommendations for November: a phishing simulation for $900 and monitoring of two cloud tenants for $340 a month ticked, a privileged access review for $1,200 not ticked; Helena Quenby signed and $990.00 was paid on signing.
October's report for Quenby & Hart, in full
The month in figures, the incident in four lines, and November's recommendations the managing partner ticked, signed and paid for in the same document.
Monthly managed security report
Managed security report · October
Your October in one page: what our analysts reviewed, what reached you, how patching and sign-in protection are tracking, and two recommendations for November you can approve below.
October at a glance 1–31 October · from your monitoring platform's monthly export
- Endpoints monitored64 of 642 new laptops added
- Alerts reviewed412All triaged by an analyst
- Escalated to you63 phishing reports
- Incidents1Contained in 38 minutes
- Patch compliance94%Target 95%
- Sign-in protection98%1 shared mailbox left
A quiet month. The one incident was a partner's laptop that opened a malicious attachment on the 17th; it was isolated within 38 minutes and nothing left the device. Patching is one point under target because of two laptops that were away on leave.
The incident on 17 October Times from the monitoring platform's case record
- AlertA partner's laptop opened a malicious attachment.
- Confirmed and isolatedOur analyst confirmed it and cut the laptop off the network.
- Contained38 minutes from alert; nothing left the device.
- Back in useLaptop cleaned and returned; the partner was briefed.
Recommended for November
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Tick what you'd like us to do Tick to add | |||
| 1 lot | $900 | $900.00 | |
| Monthly | $340 | $340.00/mo | |
| 1 lot | $1,200 | $1,200.00 | |
- Subtotal
- $900.00
- Tax (10%)
- $90.00
- Total
- $990.00
- Added to your monthly agreement
- $340.00/mo
- Paid on signing (once-off items) (100%)
- $990.00
Accept, sign and pay
Helena Quenby · Managing partner, Quenby & Hart Lawyers
Signed online · 4 Nov, 8:31 am
Paid on signing (once-off items) (100%)
$990.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Draft created from your monthly templateFrom the monitoring platform's export
- Summary acceptedPriyanka Dass
- SentHelena Quenby
- Signed · paid$990.00 via Stripe
The upsell lives inside the report
Every monthly report ends with recommendations as optional lines: a once-off phishing campaign, monitoring for the cloud tenants, a privileged access review. Helena ticks what she wants and signs.
Once-off items are paid on signing through Stripe or PayPal. A monthly add-on shows as 'Added to your monthly agreement' and is invoiced by Northlatch: QuoteCloud doesn't bill it.
- Recommendations from your product library
- Once-off and monthly items side by side
- Questions answered in the comment thread
Price tables, product library and payments: Essentials and up
Managed security service proposalsRecommended for November
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Tick what you'd like us to do Tick to add | |||
| 1 lot | $900 | $900.00 | |
| Monthly | $340 | $340.00/mo | |
| 1 lot | $1,200 | $1,200.00 | |
- Subtotal
- $900.00
- Tax (10%)
- $90.00
- Total
- $990.00
- Added to your monthly agreement
- $340.00/mo
- Paid on signing (once-off items) (100%)
- $990.00
Comments
- Figures are from your monitoring platform's monthly export, reviewed by Priyanka Dass.
Helena QuenbyCan the phishing campaign wait until after the 20th? We have a trial that week.
Priyanka, NorthlatchYes, we'll run it from the 24th and report it in December.
What changes in the monthly cycle
Same platform, same analysts. Less pasting, and the next piece of work agreed in the report itself.
Put next month's work in this month's report
Free for 14 days, no credit card. We'll convert your monthly report into a template during the trial.
Where the figures come from
Your platform counts. Your analysts explain. QuoteCloud gets it signed.
QuoteCloud doesn't collect alerts or measure anything. The figures are yours, from your monitoring platform's monthly export; QuoteCloud turns them into a report with the next step priced inside.
Built once, sent every month
What a managed security report template holds.
The month's figures
Endpoints, alerts reviewed, escalations, incidents, patching.
A reviewed summary
Drafted by your analyst or assistant, flagged until accepted.
Incidents in brief
What happened, when, and what you did.
Recommendations
Optional lines from your product library, ready to tick.
Monthly report questions
Can QuoteCloud pull figures from my monitoring platform?
Not directly. Your platform exports its monthly figures; your analyst, a Zapier or Make step where your tool has a connector, or your AI assistant through QuoteCloud's MCP service puts them into a report from your template. QuoteCloud doesn't collect alerts or measure anything.
Does QuoteCloud bill the monthly add-ons?
No. A monthly item shows in the report as added to the client's monthly agreement, and you invoice it as usual. Once-off items can be paid on signing through Stripe or PayPal. QuoteCloud doesn't run recurring billing.
How do clients approve recommendations?
Recommendations are optional lines in the report's price table. The client ticks the ones they want, the totals update, and they sign. Payment on signing covers the once-off items.
Can a signed report open a ticket in my service desk?
With Zapier, yes, if your service desk tool has a Zapier connector. The trigger Recipient Signed Document starts the Zap; the ticket is created in your tool.
Who writes the monthly summary?
Your analyst, or your AI assistant through QuoteCloud's MCP service as a draft. Either way it's marked for review until a person accepts or rewrites it, and nothing is sent without a person.
Can the client ask questions about the report?
Yes. Clients comment in the document and your team replies there, so questions and answers stay with the report. Tracking shows when it was opened and for how long.
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The agreement behind the report, and the reports beside it.
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- AI-drafted reports & quotes with MCPYour AI assistant, connected through QuoteCloud's MCP service, drafts the report and the priced quote for an analyst to review.
- Penetration test reportsExecutive summary, findings with evidence and retest status, and the client's sign-off in one document.
- Compliance gap auditsControls against your chosen framework, current and target maturity, and the roadmap priced as options.
- Remediation quotes priced from findingsFindings by severity × hours × rate in a Spreadsheet block that sets the price lines, plus a retest the client ticks.
- Penetration test & assessment proposalsScope by IPs, apps and APIs, days worked out in your scoping sheet, and extra tests as options.
- vCISO & advisory retainersAdvisory days a month as packages the client chooses, with the board reporting and roadmap in writing.
- Authorisation to test & signingRules of engagement and written authorisation signed by every party, then a deposit or full payment on signing.
- Cybersecurity templatesReal QuoteCloud cybersecurity, SLA and consulting templates, ready for your report and quote layouts.
- QuoteCloud implementation for security firmsReport and quote templates, your pricing sheet, the MCP connection and analyst training, step by step.
- FAQAnswers to the questions MSSPs, pen-testers, security consultancies and vCISO firms ask most.
A monthly report that sells next month
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