← Harbor TemplatesSecurity consulting and compliance platforms

Security quotes that read like the engagement plan.

A custom-coded HubSpot quote template for security and compliance vendors selling an annual compliance platform, dedicated security consulting, and penetration testing as one readable engagement, with HubSpot-native acceptance preserved. The scope language stays precise: certification decisions remain with the buyer's independent auditor.

Buy — $349 one-time Include setup (+$300)

Template price

$349 one-time

Setup service

+$300 optional

Best fit

Security consulting and compliance platforms

Who it's for

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

Compliance pricing is not one line itemA compliance engagement mixes an annual platform subscription, dedicated consulting, a one-time penetration test, and a bundle discount. A flat line-item table hides how those pieces fit together.

Buyers want to see the path to the auditBuyers preparing for SOC 2 or ISO 27001 readiness want to see the path: what happens at scoping, when the platform rolls out, when evidence collects, and what the audit window looks like.

Promising outcomes is a liabilityCertification decisions belong to the independent auditor. Quotes that read like guarantees create risk, so the scope language has to stay precise without losing the sale.

What buyers see

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

Single pricing table with the bundle discount applied in line and per-year, one-time, and first-year totals
Four-phase engagement plan: scoping, platform rollout, evidence collection, and the audit window
Platform inclusions block covering monitoring, policies, training, vendor tracking, and evidence collection
Optional ISO 27001 extension priced separately, plus notes, assumptions, and HubSpot-native acceptance

How it works

One pricing table, one first-year totalCommitted platform, consulting, and testing items sit in one readable table with the bundle discount in line, then roll up to per-year, one-time, and first-year totals.

Phased engagement planA four-phase plan walks the buyer from scoping and gap assessment through platform rollout, evidence collection and testing, and the audit window.

Platform inclusions and careful scopeA dedicated block explains what the platform subscription does between consulting sessions, and notes keep certification decisions with the independent auditor.

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.

Security Consulting & Platform Quote

$349 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 Security Consulting & Platform Quote.

Buy — $349 one-time All templates