---
title: "Managed services quote template — monthly service blocks, two SLA tiers the client picks | Naimi"
description: "A Letter / A4 quote template for managed IT and other monthly services: service blocks from the stages editor, two SLA tiers the client selects in the document, an onboarding plan, terms and confirmation. Personalized per client, prints as a PDF."
url: https://naimi.ai/templates/managed-services-quote
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Managed IT services quote**

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 reaches your CRM.

[Start with this template→](https://app.naimi.ai/app/signup) [See the full page ↗](https://naimi.ai/images/docs/service-quote-full.webp)

For [IT services](https://naimi.ai/templates?industry=it-services) · [Consulting](https://naimi.ai/templates?industry=consulting) · [Sales](https://naimi.ai/templates?team=sales)

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

1.  Quote and parameters
2.  Service scope
3.  Support tiers
4.  Onboarding and terms
5.  Next step

### Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by 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.

1.  ### 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.
    
2.  ### 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.
    
3.  ### Send one link
    
    The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF when a file is required.
    

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, on the web version; the last choice is what you see on their card. The PDF fixes the tier you exported.

**Is it only for IT?**

Any monthly service with tiers — cleaning, security, bookkeeping, support retainers — fits the same structure. Change the blocks and the copy.

more templates

## Close to this one.

- [Service proposal — Swiss mono](https://naimi.ai/templates/service-proposal) — Proposal · 5 slides: Universal service proposal in a Swiss typographic style: staged pricing and terms. [Preview](https://app.naimi.ai/ridgeline-outfitters-7330bd)
- [B2B services — dark premium](https://naimi.ai/templates/b2b-services-presentation) — Sales deck · 6 slides: Consulting presentation in a premium theme: practices, priorities and a roadmap. [Preview](https://app.naimi.ai/truenorth-logistics-42fd87)
- [Pilot results report](https://naimi.ai/templates/pilot-results-report) — Report · 5 slides: Pilot outcomes: before/after metrics, weekly trend, dollar impact and next steps. [Preview](https://app.naimi.ai/summit-gear-co-40f2e6)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime