MSP Proposal Software
MSP proposal software puts a monthly managed-services retainer, per-user or per-device rates, and one-time project work in one quote the client can adjust and sign.
Smart Pricing Table handles all three in a single interactive proposal — clients toggle optional services and watch recurring and one-time totals update live.
Reusable templates, activity tracking, and e-signatures, built for the way IT service providers actually sell.
New here? See a sample MSP / IT proposal · Managed services proposal template with real pricing · How to scope a cybersecurity audit · How to scope firewall configuration · Explore IT & managed services line items
Built for MSPs and IT service providers
Managed services, break/fix, cloud migrations, security audits — different pricing models, one proposal. Smart Pricing Table was built to quote all of it clearly.
Recurring + one-time in one quote
Combine monthly managed services retainers, per-device or per-user rates, onboarding fees, and one-off projects — with live totals that separate recurring from one-time costs.
Scope clearly, cut revisions
Spell out what's included and excluded so managed services agreements start clean, without the vague-proposal scope creep that derails IT projects.
Upsell with optional add-ons
Present monitoring, backup, or security add-ons as optional line items clients can toggle on themselves — and watch your average contract value grow.
Pricing Tables That Clients Actually Interact With
Every line item in your pricing table can be interactive. Optional line items, quantity selectors, price ranges for variable-scope work, discounts. Let Smart Pricing Table handle the math.
Your clients see a polished, branded proposal — not a spreadsheet. They click, toggle, and select until the proposal fits their needs, and the total updates instantly. No back-and-forth emails. No manual recalculations.
Send, track, and sign proposals on one platform
No wrangling multiple tools: compose, send, track, and sign all in one place.
Pair tracking with interactive pricing behavior
Improve follow-up timing with real activity signals and instant notifications
Reduce blind outreach after proposal delivery
Quoting software built for managed services proposals
A managed services proposal is really a quote with two halves: the recurring monthly agreement and the one-time project work that gets it stood up. Most quoting tools force you to pick one.
Build a library of standard managed services plans, backup and disaster recovery, security audits, and cloud migration packages once.
Every rep assembles proposals from the same approved building blocks, so pricing, scope, and branding stay consistent across your whole sales team.
Create once, reuse everywhere — each new proposal is faster than the last.
Why service providers choose Smart Pricing Table
Service businesses switched from spreadsheets, Word docs, and other proposal tools — and didn't look back.
“I was frustrated with how complex and slow it was to get a templated proposal process running on another tool. With Smart Pricing Table we were up and running with our first fully branded proposal in less than an hour. It's a huge asset, and we've significantly increased our already high close rate.”
“Setting up interactive proposals is quick and intuitive — no learning curve. Our clients love being able to interact with the proposal and customize their selections right in the browser. It's streamlined our scope-of-work creation for the entire team.”
MSP proposal & quoting software FAQs
What is MSP quoting software?
MSP quoting software builds and sends the priced quote behind a managed services agreement. What separates it from a generic quoting tool is that an MSP quote has two halves that have to coexist: the recurring monthly agreement (often priced per user or per device) and the one-time project work — onboarding, migrations, hardware, security remediation — that gets the client live. Smart Pricing Table puts both in one interactive quote, so the client sees their monthly commitment and their upfront cost separately, and can toggle optional services with the totals updating live.
What should you look for in a quoting tool for MSPs?
Four things. First, can it show recurring and one-time pricing in the same quote without confusing the client? Second, does it support per-user and per-device rates with quantities the client can see? Third, can your whole team build from one approved library so pricing and scope stay consistent between reps? Fourth, does the client get something they can actually interact with and sign, rather than a static PDF you email and then chase. Smart Pricing Table was built around all four.
Can I use this for managed services proposals as well as project work?
Yes, and that is the point. A managed services proposal and a project proposal usually need to be the same document: the client is deciding on an ongoing agreement and the work required to get there at the same time. Smart Pricing Table lets you present the recurring managed services plan, the one-time project scope, and any optional add-ons together, with recurring and one-time totals calculated separately so nothing is ambiguous.
What is the best proposal software for MSPs and IT companies?
The best proposal software for an MSP or IT company handles recurring managed services retainers, per-user or per-device pricing, and one-time projects (migrations, security audits) in a single clear proposal — and lets clients select optional add-ons. Smart Pricing Table was built for exactly this and is rated 5.0/5 on G2, with interactive pricing tables that update the total live as the client toggles options.
How do I quote managed services with recurring and one-time fees in the same proposal?
Combine monthly retainers (per user or per device), one-time onboarding or project fees, and optional add-ons in a single interactive proposal. Totals update automatically, so clients see exactly what recurring vs. one-time costs look like — no separate spreadsheets or back-and-forth email.
How can I improve proposal generation and consistency across my MSP sales team?
Build reusable templates and a library of standard line items (managed IT plans, backup & disaster recovery, security audits, cloud migrations) once, then have every rep assemble proposals from the same approved building blocks. That keeps pricing, scope, and branding consistent across the whole team and cuts quoting time dramatically.
Is there a free managed IT services proposal template?
Yes — the IT / managed services template is free to use inside Smart Pricing Table when you create an account (14-day trial). You customize it in the browser, then send an interactive proposal your client can review and sign. You can preview a live sample MSP proposal before you start.
How is this different from PandaDoc or a Word/Google Doc template?
Generic document tools produce static pages. Smart Pricing Table gives clients an interactive pricing table — they toggle optional services and quantities and watch recurring and one-time totals update — plus proposal tracking and e-signature, all built around the IT/MSP scoping-and-pricing workflow rather than document editing.
Ready to win more managed services deals?
See how Smart Pricing Table helps MSPs and IT companies send clear, interactive proposals that separate recurring from one-time costs and close faster.