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← Harbor TemplatesManaged service providers

MSP quotes that read like a managed-services proposal.

A custom-coded HubSpot quote template for managed service providers selling managed IT, endpoint security, backup validation, onboarding, and optional security add-ons. Reps still build quotes from deals and line items; buyers see a proposal-style decision page instead of a flat line-item table.

Buy — $499 one-time Include setup (+$300)

Template price

$499 one-time

Setup service

+$300 optional

Best fit

Managed service providers

Who it's for

The problem is not quote creation — it is whether the buyer can read the quote and say yes.

MSP pricing is not a simple invoiceManaged services quotes mix monthly coverage, one-time onboarding, hardware, backup, and optional security add-ons. A flat line-item table makes the buyer do the interpretation.
Security scope needs buyer contextBuyers want to know what is included, what is optional, what the client still owns, and what happens during onboarding before they approve recurring spend.
Rep-friendly customization mattersSales reps need a quote that feels polished without asking RevOps or a developer to rebuild the layout for every deal.

What buyers see

Reps still build quotes from HubSpot deals and line items. Buyers get a decision page instead of a raw table.

  • Executive recommendation for the selected MSP coverage plan
  • Investment summary split by due today, monthly recurring, annualized recurring, and optional add-ons
  • Plan cards for Essentials, Secure Growth, and Compliance Ready
  • Coverage matrix, grouped pricing, onboarding timeline, responsibilities, assumptions, FAQ, and HubSpot acceptance

How it works

Grouped MSP pricingRecurring coverage, one-time onboarding, optional add-ons, fees, and adjustments are separated into buyer-readable groups.
Coverage matrixCoverage rows make it easier to explain helpdesk, endpoint security, backup validation, network support, compliance, and response expectations.
Onboarding narrativeThe quote includes buyer-facing onboarding milestones, target go-live dates, assumptions, responsibilities, and FAQ sections.
HubSpot project packageThe package includes a HubSpot CMS project, custom-coded React quote module, sample products, and sample CRM import files.

What's included

One purchase, one package — install guides included, no subscription.

  • HubSpot custom-coded quote module project
  • Install and customization guides
  • Sample product catalog and line-item import files
  • Marketplace listing copy and buyer-flow documentation

Pricing

Self-serve install with the bundled guides, or add the setup service and have the Sanka team install it for you.

MSP Secure Growth Quote

$499 one-time

Full template package with install and customization guides. Install it yourself with the HubSpot CLI.

Buy or download

Setup service

+$300 optional

The Sanka team that built the template handles module upload, quote-template layout cleanup, and one sample quote walkthrough in your portal.

Buy with setup

Checkout opens in the Harbor console. After purchase, downloads are available from the same Sanka workspace.

Ship better quotes with MSP Secure Growth Quote.

Buy — $499 one-time All templates