6 Best Proposal Templates for MSPs
NOV 14, 2024 | LAST UPDATED ON NOV 14, 2024 BY ANGELICA NAIDU
If you’re someone who is aiming or has gotten a flow of business leads, then this is for you.
I want you to understand that at such times, you would naturally gravitate towards streamlining the proposal process. And this is where an effective proposal template comes into play.
Considering your client’s urgency, having a set of proposal templates at your disposal will help in promptly responding to potential clients.
That’s why our team has curated these templates to help you truly stand out in the eyes of your prospects, showing that you actually care about offloading their IT management and helping them grow.
Enterprise Software Business Proposal Template
As an enterprise software company, you can pitch your services to clients who want to incorporate your software or upgrade their existing software.
For this purpose, our Enterprise Software Business Proposal Template covers the essential aspects that your client needs to know, from an Overview and Goals section, which you can customize as per your client’s requirements, to an inclusive Signature section.
Before finalizing this template, our team collectively agreed to prioritize a basic need of your client; transparency. This is why particularly with the signature page, we have integrated a few pointers that respect your client’s autonomy with sentences that make them feel more comfortable to decide.
If your client feels like they’re open to choosing either way, they’ll appreciate your professionalism even if they decide not to proceed with your proposal. And this kind of approach will benefit you in the long run.
Benefits of our Enterprise Software Proposal Template
- Detailed breakdown of estimated costs
- Cohesive sequence of essential sections
- Modifiable case studies section to garner your client’s trust
You can view Super Proposal’s Enterprise Software Proposal Template, and get started!
IT Consulting Services Business Proposal Template
This template aims to offer IT consulting services to clients who want to resolve IT challenges or to level up their tech infrastructure.
This is a long one, and there’s a reason for it.
Ensuring the welfare of both the employee (in this case, the MSP) and the employer (your client) is vital. So we have included a brief sample contract in this template, which we highly recommend to modify with your legal team’s expertise. This will help your client decide if they can adhere to your MSPs terms and conditions.
The Scope & Services part deals mainly with problem-solving by identifying the client’s current challenges and limitations, while the next Timeframe page is a list of actionable steps to meet your client’s needs within a mutually agreed-upon timeframe. You can gain better clarity on how to modify and personalize these sections by getting to know the client better through conversations.
Benefits of our IT Consulting Services Business Proposal Template
- A comprehensive template that also covers segmented costs for the job
- Extensive, customizable contract section that leaves no stone unturned in terms of transparency
- An option to mention additional recommendations/services your client can leverage to amplify results
You can view and use our IT Consulting Services Template here to streamline your proposal creation process.
Read more: How to write a contract proposal
Software-as-a-Service (SaaS) Proposal Template
A SaaS proposal is intended to be pitched to enterprise clients. Make sure to pursue those clients who can significantly benefit from your tech stack.
A typical SaaS proposal template covers intricate details about the company’s software, its subscription plans, the mechanism behind the software’s functionality, past clients’ reviews, and a signature section to declare acceptance.
Benefits of our SaaS Proposal Template
- Easily pitch to multiple clients who need your software solution
- Subscription models that offer clients the autonomy to pick one based on their budget and goals
- Explain your solution-oriented system in steps to gain your clients’ trust
View and use our SaaS Proposal Template as per your service and client requirements.
Sales Proposal Template
The function of a sales proposal is to build trust in your clients through clear-cut information about your services. When it comes to sales, it is important to make the client feel comfortable without being pushy and offer the exact solution(s) to their pain point(s). This way, the client is more likely to accept your quote.
The key elements of an effective sales proposal include:
Cover letter, showcasing your concern about the client’s current issues and your track record
About us, which is not general but one which highlights the solution
Scope of Work, comprising of machines/components/software (if any) and their use case plus project summary, providing an outline of the whole project and cost estimation
Benefits of our Sales Proposal Template
Helps grab the attention of the client to convert them
Presence of essential details that make everything clear-cut for the client
Terms and conditions for the welfare of both the client and the MSP
Take a look at Super Proposal’s Sales Proposal Template to help you pitch your client roster effectively.
Shopify: E-commerce Solutions Proposal Template
Proposals offering e-commerce solutions are aimed at brands that sell products. An MSP specializing in this will offer a multitude of services, including Shopify setup, visual design, QA testing, and deployment to live site. Here are the key elements of a Shopify Solutions Proposal:
Overview and Goals, addressing your client’s brand’s potential, and how your Shopify expertise can help them achieve the same
Deliverables, which is essentially a list of all the services in order to get their new Shopify account up and running
Timeframe, intended to offer the client a purported timeline of essential activities, leading to the final deployment of the site
Benefits of our Shopify: E-commerce Solutions Proposal Template
Saves a client the hassle of looking for an expert for each service
Multiple services for the client at a final affordable price
Increased visibility, and hence, sales for the client through online traffic
Have a look at our well-designed Shopify: E-commerce Solutions Proposal Template.
Web Audit Strategy Proposal Template
Clients who are struggling to garner traffic and make sales conversions require a website audit and strategy assessment. This will help in figuring out what’s working and what’s not, and areas of improvement. So, as an MSP owner with expertise in these skills, you can approach such clients looking for help.
Here are the key elements of a Website Audit and Strategy Assessment Proposal:
Overview and Goals, which explains the necessity of performing a website audit and strategy assessment for a thorough overview of the website’s situation
Scope of Services, which breaks down the elements of these services in brief
Case Studies, exhibiting the ins and outs of problem-solving for past clientele
Benefits of our Web Audit Strategy Proposal Template
Detailed breakdown of the underlying services gives assurance to the client
The client can keep their expectations straight when it comes to the project timeline
Case studies will cultivate a sense of trust within the client
Here’s our comprehensive Web Audit Strategy Proposal Template.
Web Support Retainer Proposal Template
Website support is essential to ensure a new website stays up-to-date with regular and minor updates, technical support, bug fixes, and website improvements. This is an ongoing process for the better health of a website. As a result, a monthly retainer is recommended.
While a Web Support Retainer Proposal looks very similar to the above ones, I’d recommend you send one to your past clients if you’ve created their website from scratch; they’d benefit from this.
Benefits of our Web Support Retainer Proposal Template
- An easily comprehensible template that caters to the client; from project overview to signature of acknowledgement of the services to be offered
- Your persuasion may turn into a savior for your client’s website
You can view and use Super Proposal’s Web Support Retainer Proposal Template.
Conclusion
Proposal templates have the ability to eliminate the hassle of sending individual, customized templates to individual clients one by one.
Having them handy can save you a lot of time and effort, and a proposal software like Super Proposal can add to the flavor; a single cloud-based solution that helps streamline the whole proposal creation and closing process.
With Super Proposal, you can track sent proposals, get notifications on client activity, analyze client engagement for future strategies, and more. Schedule a demo to learn more about what we can offer!
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