IT Services Proposal Template To Close Deals

If you provide information technology services like network support, training, IT consulting, and other computer services, our IT services proposal template offers a great format for your next pitch.

This template includes common services like discovery and planning, audit and assessment, customized IT infrastructure development, implementation, and ongoing network management, as well as add-on services like training, access to a 24/7 helpdesk, and a monthly support retainer.

Seal the deal with essential proposal sections like case studies, project scope and services, and e-signatures.

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All Proposify proposal templates are 100% customizable.

This IT services proposal template has everything you need

This template comes fully equipped with all the details needed to position your IT company as the best fit for the job.

A bold cover page

Change the orange overlay to match your company’s signature color. Keep the title as is or customize it to your client.

Cover for an IT Services proposal template
Cover letter for an IT services proposal template

A goal-oriented cover letter

The included cover letter template helps you highlight your company’s specialization and hone in on the outcomes your client wants to achieve.

Project scope and services

Breakdown the work into recommended services and optional add-ons. Write a succinct description for each category.

Scope of services page for an IT services proposal template
Timeframe page for an IT services proposal template

Timeframe and client requirements

Clarify the expected timeframe of your project. Include a list of things the client needs to provide to help you meet this deadline.

Project investment

Our IT services template includes a fee table with an estimated number of hours, but you can adapt it for other pricing strategies, including flat rate.

Investment page for an IT services proposal template
Why us page for an IT services proposal template

A “Why us?” page

Craft a compelling about page with your company’s specialization. Write what makes you stand out, such as a focus on custom-made solutions.

Team bios

Provide headshots and bios for key members of your team. Our template comes with 4 bio sections, but you can add and remove them as needed.

Team bios for an IT services proposal template
Case study page for an IT services proposal template

Case studies

Instill trust in your prospective client with two written case studies. Showcase the goals, solutions, and results of previous projects

Contract and e-signatures

Turn your proposal into a legally binding contract. Adapt this master services agreement to your company and add e-signature fields.

Contract and eSignatures page for an IT services proposal template

More proposal examples for IT services firms

We’ve got even more great templates to choose from. Here are some example proposals that can work well for IT companies.

Pitch to win with these advanced tips

Make your IT services proposal more likely to close. Try these tips backed by our research into over 1 million proposals sent with our software.

Add images to boost closing rates by 26%

Images can make your proposals more successful. Add pics of your team, client projects, or on-brand stock photos that appeal to your niche.

Adding images in an IT services proposal template
Pricing options for an IT Services Proposal Template

Use editable pricing tables to increase your chances of closing by 36%

Clients love options. Offer pricing tables with package options and editable quantities so clients can customize the project total. With Proposify, their selections will automatically update the contract amount.

Boost closing rates by 465% with legally binding e-signatures

Add e-signatures to drastically improve your proposal acceptance rates. Add a signature field for yourself and your client, and sign your line before you send it.

eSignatures in an IT services proposal template
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Frequently asked questions about IT services proposals

What is an IT services proposal?

An IT services proposal is sent by an IT firm to their prospective client, typically a commercial client or government agency, in order to win their business. Common services that IT firms might pitch include cloud storage and backup, cloud computing migration and implementation, VoIP, network security, cybersecurity, application and network monitoring, data analytics, and technical support.

An IT services proposal should include details about the company’s experience and background as well as project-specific elements like the clients’ goals, recommended services, and proposed deliverables.

What is the purpose of an IT services proposal?

An IT services proposal’s main goal is to win over a new client. You can do this by expertly positioning your company’s expertise and the quality of your services, and by catering your proposal to your client’s goals and problems, so they feel like you truly understand their needs.

A top-notch proposal should not only win over a new client, but it should also proactively address what is and isn’t included in the project in order to eliminate confusion, frustration, and—in worst-case scenarios—arbitration.

What’s the best outline for an IT services proposal?

For best results, follow the outline we’ve used in this IT services proposal template: cover page, cover letter, project scope and services, project timeline, project investment, about us page, team bios, and case studies. Then, close it off with your terms and conditions and e-signature fields for you and your client.

How should I send my proposal to my client?

We recommend sending an online proposal using proposal software. The software will generate an email notification to your client, who can then review, comment on, and sign the proposal. This is superior to PDF email attachments because the email deliverability is higher, the client experience is better, and you as a seller can more easily update the proposal when revisions are requested. You can also track client activity, set up automated email follow-ups, and ensure brand consistency across all of the proposals being sent by your sales team.

How do I edit this IT services proposal template?

You can convert this template into a custom proposal in minutes. Sign up for a 14-day free trial of Proposify to get started. You’ll gain access to all of our editable templates. To edit this or any other template, you should update your branding (colors, fonts, and logo), your company information (about page, team bios, and credentials), and the client project details (goal, deliverables, timeline, and cost).

During your free trial, make sure to also check out our other great features to help you wrangle proposals across your sales team, including our content library, proposal analytics, and automated email follow-ups.

What are the benefits of using Proposify to send proposals?

When you use Proposify to send proposals, you experience many benefits as a sales team. Your sales and operations leaders can finally gain control over the entire proposal process. They’ll be able to limit the content to approved templates and proposal snippets that can be mixed and matched to craft the perfect pitch for each client. This yields brand consistency across the organization. Teams also gain visibility with client activity tracking, open proposal tracking, and closing analytics across regions, teams, and services.

Are proposals legally binding?

Yes! If you add e-signatures to your proposal, then it becomes a legally binding contract. The project details that you include will serve as the scope of work. But make sure to include a master services agreement or terms and conditions. You can add them directly above your e-signature fields or link to where they can be found on your website.

Learn why over 10,000 businesses love Proposify

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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