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01 · Cover Page1 / 8
Page 1 of 8: Cover Page
Page background

Managed support, proactive monitoring, and secure systems for growing teams.

IT SERVICES

PROPOSAL

TEMPLATE

Prepared for:

Sarah Mitchell

Mitchell & Co.

Prepared by:

Daniel Reyes

Acme Climate Co.

Date:

9 Nov 2026

Reference ID:

Q-1048

02 · Executive Summary2 / 8
Page 2 of 8: Executive Summary

Executive Summary

Service Type:

Managed IT Support

Coverage:

Coverage Hours (e.g., 24/7 monitoring + business-hours helpdesk)

Start Date:

Start Date

Primary KPI:

Primary KPI (uptime, response time, security posture)

We’re proposing a managed IT service designed to keep your systems reliable, secure, and easy to support as you scale. Our approach is proactive and built around prevention, monitoring, and fast resolution. (Your current draft already positions “fully managed” and proactive performance goals

What’s included

  • Helpdesk + remote support

  • Monitoring + patching

  • Backups + recovery checks

  • Security monitoring + response

  • Reporting and recommendations

03 · Proposed Solution3 / 8
Page 3 of 8: Proposed Solution

Proposed Solution

Core Managed Services

Helpdesk & Remote Support

  • Ticket intake via Support Email / portal / phone

  • Remote troubleshooting + resolution

  • Clear updates until closure

Security & Account Management

  • User onboarding/offboarding + access control

  • Security monitoring + response

  • MFA + policy recommendations

Monitoring & Maintenance

  • 24/7 system monitoring (alerts + triage)

  • Patch management and software updates

  • Preventative maintenance schedule

Asset & Licensing Management

  • Hardware inventory + lifecycle tracking

  • Software license management

Backup & Recovery

  • Backup monitoring + restore tests

  • Recovery guidance and incident support

04 · Onboarding & Transition Plan4 / 8
Page 4 of 8: Onboarding & Transition Plan

Onboarding & Transition Plan

First 30 Days Plan

Week 1: Setup & Access

  • Confirm systems, users, and priorities

  • Setup monitoring + ticketing

  • Security baseline review

Week 2: Inventory & Standardise

  • Hardware/software inventory (onsite if required)

    ITServicesProposal

  • Standardise patching + update windows

  • Backup verification

Week 3: Hardening & Cleanup

  • MFA rollout and admin access tightening

  • Remove unused accounts/licenses

  • Document core systems

Week 4: Handover to Steady State

  • Support process live

  • Monthly reporting cadence set

  • Improvement roadmap presented

05 · Support Model + SLAs5 / 8
Page 5 of 8: Support Model + SLAs

Support Model & SLAs

How Support Works

  1. Log request (email/portal/phone)

  2. Triage + priority assigned

  3. Remote resolution or escalation

  4. Confirm with user + close ticket

  5. Monthly trends + preventative actions

SLA Table

Priority

Example

Response Target

Resolution Target

P1 Critical

Outage / security incident

P1 Response

P1 Resolution

P2 High

Major user impact

P2 Response

P2 Resolution

P3 Normal

Standard request

P3 Response

P3 Resolution

P4 Low

Minor change

P4 Response

P4 Resolution

06 · On-site Services6 / 8
Page 6 of 8: On-site Services

On-site Services

  • User training sessions

  • Hardware installations and upgrades

  • Full-time onsite support

  • Office network setup / Wi-Fi optimisation

  • New starter device rollout days

07 · Service Costs7 / 8
Page 7 of 8: Service Costs

Service Costs

The solution described in this IT services proposal is priced on an annual basis, broken down into quarterly payment cycles as described in the table below. Our standard term is three years from the start date of the initial service contract.

name
Qty
Price
tax
Total
System administration services - 1 quarter
1
$1,700.00
$170.00
$1,870.00
System administration services - 2 quarter
1
$1,700.00
$170.00
$1,870.00
System administration services - 3 quarter
1
$1,700.00
$170.00
$1,870.00
System administration services - 4 quarter
1
$1,700.00
$170.00
$1,870.00
PriceTaxTotal
One-off Costs$6,800.00$680.00$7,480.00
Total$7,480.00

Term

Standard contract term: Contract Term (e.g., 12 months / 3 years).

08 · Approval8 / 8
Page 8 of 8: Approval

Approval

Please sign below to indicate your approval of the proposed IT services solution

Sarah Mitchell

Mitchell & Co.

Signed by:

Daniel Reyes

Acme Climate Co.

Signed by:
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About this template

How this proposal works

Use this IT services proposal template to offer a detailed quote to potential clients for managed IT solutions. The 8 pages cover Cover Page, Executive Summary, Proposed Solution, Onboarding & Transition Plan, Support Model + SLAs, On-site Services, Service Costs and Approval. Start from this proposal, add your logo, prices and terms, then send it as a live link your client signs online.

Questions

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Is this it services proposal template free?

Yes. Start a free 14-day QuoteCloud trial, no credit card needed, and the template opens ready to edit with your company details and logo.

Can clients sign it online?

Yes. The template has e-signature fields, so clients sign from any device and you are notified the moment they do.

Can clients choose optional extras?

Yes. Mark any line as optional and clients tick it on or off themselves; totals and tax update instantly.

Can I change the branding and sections?

Everything is editable: colours, fonts, images, page order and every section of text.

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