Proposal

use-case

A4 document

format

IT services

industry

Modern

design

Managed IT services proposal template

A free managed IT services proposal template for UK MSPs: the client's current setup, service tiers, per-user or per-device pricing, response times, an onboarding plan and what sits outside the monthly fee. Cobl builds it from your service catalogue and discovery notes.

Try it out

Make this template yours

Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

Use this template

We never train a model on your content.

Format

A4 document

Length

8 to 12 pages

Sections

9 sections

Exports

PDF · Word

Hosted in the EU. No model training on your data.

What's inside

The nine sections of an MSP proposal that renews

A managed services proposal sets the terms of a relationship that runs for years. Each section settles a question that would otherwise come up in month eight.

Current environment

Users, devices, sites, key applications and the problems the client raised in discovery. It shows the price is based on their estate, not a guess.

Recommended service tier

The tier you recommend and why, with the other tiers alongside so the client can compare what each one includes.

What is included

Help desk hours, monitoring, patching, backup, security tools and third-party vendor management, listed tier by tier.

Service levels

Response and resolution times by priority, the support hours they apply to, and how out-of-hours incidents are handled.

Pricing

Per-user or per-device monthly fees, one-off onboarding costs and the price of adding a user, all shown excluding VAT.

What is not included

Projects, hardware, licences and site visits outside the plan, with the rates that apply. This list prevents most invoice disputes.

Onboarding plan

Discovery, documentation, tool deployment and handover from the previous provider, planned week by week with an owner for each step.

Security and compliance

How the service supports Cyber Essentials, UK GDPR and the client's insurance requirements, and what the client stays responsible for.

Contract term and exit

Term, notice period, annual price review, and how data and documentation are handed back if the client leaves.

How it works

From this template to client-ready

Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Written for the renewal, not the signature

Many MSP disputes come from what the proposal left vague. This structure settles scope, response times and extras before the first ticket.

Scope is listed per tier

The client sees exactly what each monthly fee covers. Requests outside the plan are billed at rates they already agreed to.

Response times are numbers

Priority levels and response and resolution targets are written down, so service reviews compare performance against a commitment.

The exit is planned

Notice period and data handover are agreed up front. A buyer who knows how to leave can sign without asking legal to add it later.

FAQ

Questions about this template

Is the managed IT services proposal template free?

Yes. You can use the structure on this page as it is, for free. You only need a Cobl account when you want Cobl to fill it in with your own service tiers, prices and branding.

What should a managed IT services proposal include?

The client's current environment, the recommended service tier, what each tier includes, service levels, pricing, what is not included, an onboarding plan, security and compliance, and the contract term and exit. The list of what is not included prevents more disputes than any other section.

Should an MSP price per user or per device?

Per-user pricing is simpler for clients to understand and scales with headcount, which suits most office-based businesses. Per-device pricing fits sites with shared machines, servers or many devices per person. Many MSPs use per-user pricing with a separate charge for servers and network equipment. Whichever you choose, show the price for adding a user or device.

How should an MSP set response times in a proposal?

Set separate response and resolution targets for each priority level, and define what makes a ticket critical, high, medium or low. Commit to times your team can meet in its busiest week, not its quietest. State the support hours the targets apply to and how out-of-hours incidents are handled.

Managed IT services proposal template

The nine sections of an MSP proposal that renews

From this template to client-ready

Written for the renewal, not the signature

Questions about this template

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