Letter / A4 document · Quote

Managed services quote template (Letter / A4 PDF)

A monthly managed-services quote as a corporate document: the client’s parameters, service blocks with prices, two support tiers they pick in the document. The quote recalculates, and their choice is saved to your CRM.

Start with this template→ Open the live example ↗

Managed IT services quote — first two pages of the Letter PDF, personalized for Granite Peak Dental

what’s inside

5 pages, 14 personalized fields, and what happens on the page.

Quote corporate — white sheet, blue accent, Manrope headings, pastel 3D section pictograms.

Pages

Quote and parameters
Service scope
Support tiers
Onboarding and terms
Next step

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Client company
Contact
Quote number
Quote date
Valid until
Workstations
Servers
Sites
Current setup
Setup fee
Terms
Account manager
Manager’s contact
Service blocks with prices

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF carries the content.

Support-tier choice made by the client in the document — the quote recalculates and the tier is saved to their card
SLA comparison table that highlights the selected column
Confirm the quote or book a call

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Granite Peak Dental: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF.

faq

About this template.

How is the service scope entered?

Through the stages editor: each block is a name, a monthly price and its included items. Premium is a multiplier over standard, so both tiers stay consistent.

Can the client change the tier after opening?

Yes. They can change it on the web version, and their card shows the last choice. The PDF fixes the tier you exported.

Is it only for IT?

No. Any monthly service with tiers (cleaning, security, bookkeeping, support retainers) fits the same structure. Change the blocks and the copy.

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