MSP pricing is not a simple invoice
Managed 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.
quotes / Managed 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. Replace a generic HubSpot quote table with a buyer-ready decision page for recurring coverage, onboarding, optional add-ons, responsibilities, and acceptance.
Buyer quote preview
Managed IT & Security Coverage
Recommended plan
Secure Growth
Recurring managed IT coverage with endpoint protection, backup validation, onboarding, and optional security add-ons.
Due today
$8.5k
Monthly
$3.5k
Add-ons
$1.2k
Recurring coverage
Onboarding
Optional add-ons
Template price
$499
Setup service
+$300
Best fit
MSPs and managed security providers
Common challenges
The problem is not quote creation. It is buyer understanding.
Security scope needs buyer context
Buyers 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 matters
Sales reps need a quote that feels polished without asking RevOps or a developer to rebuild the layout for every deal.
What it does
Turns raw line items into an MSP decision page.
MSP Secure Growth keeps HubSpot as the quoting system, but changes the buyer experience. Reps still build quotes from deals and line items; buyers see a proposal-style page that explains the service model, investment, and next step.
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
Features
Built around how MSP deals are actually sold.
Grouped MSP pricing
Recurring coverage, one-time onboarding, optional add-ons, fees, and adjustments are separated into buyer-readable groups.
Coverage matrix
Coverage rows make it easier to explain helpdesk, endpoint security, backup validation, network support, compliance, and response expectations.
Onboarding narrative
The quote includes buyer-facing onboarding milestones, target go-live dates, assumptions, responsibilities, and FAQ sections.
HubSpot project package
The package includes a HubSpot CMS project, custom-coded React quote module, sample products, and sample CRM import files.
Customizability
Customize the quote without turning every deal into a code project.
Sales reps can edit deal-specific language
Headline and outcome statement
Selected plan and recommendation reason
User, device, location, contract term, SLA, and billing cadence labels
Onboarding dates, responsibilities, FAQ visibility, and section toggles
Admins can standardize business language
Plan names and plan-card copy
Coverage matrix rows and default FAQ answers
Approved assumption language and client responsibility wording
Brand colors, SKU mapping, and product catalog naming
Installation
Two paths: self-serve CLI or HubFlower setup.
This is a custom-coded React quote module packaged as a HubSpot CMS project. Design Manager is useful for inspection and quote-template assembly, but HubSpot CLI is the reliable upload path for the project.
Self-serve install
Best for HubSpot admins and implementation partners who are comfortable with the HubSpot CLI.
- 1Purchase and download the HubFlower Templates package.
- 2Authenticate the HubSpot CLI and select the destination HubSpot account.
- 3Run npm install and npm run deploy from the bundled HubSpot project.
- 4Create or duplicate a HubSpot quote template and place the MSP quote module.
- 5Hide duplicate stock sections such as default summary, line items, payments, and generic terms.
- 6Create one test quote from a HubSpot deal and verify the buyer-facing public quote URL.
Setup service
HubFlower installs the project, places the module, hides conflicting stock HubSpot sections, and verifies one sample quote.
Ready to use