Sample proposal. The client, people and prices below are fictional and for illustration only.
Blue Ridge Technology
Sample — on a real proposal this shows the link's expiry date and status
Blue Ridge Technology · ProposalOctober 15, 2026

Prepared for Maple Hollow Veterinary Clinic (sample)

A plan built around
what you told us
matters most.

3 priorities you shared, each matched to the services that resolve it — with one clear monthly investment.

Start with your priorities

01 / What you told us

Your priorities, and exactly how we address each one.

Everything in this proposal traces back to a concern you raised. Here is how each one is resolved.

01

What you told us

Computer problems keep interrupting the front desk

Every slowdown means waiting clients and staff fixing IT instead of caring for patients.

How we solve it

Proactive care and fast, friendly help

Issues are spotted and fixed early, and your team has one number to call.

  • Managed IT plan (example)
02

What you told us

We're worried about ransomware and phishing

One bad click could lock records and stop appointments for days.

How we solve it

Layered protection, watched around the clock

Email, devices and sign-ins are protected and monitored by security experts.

  • Email & threat protection
  • Microsoft 365 licences (example)
03

What you told us

We aren't sure our records are backed up

A failed computer or deleted file could mean lost client history.

How we solve it

Managed backup with a tested recovery path

Every computer is backed up off-site and checked daily.

  • Workstation backup

02 / Our recommendation

Managed IT plan (example)

Help desk, monitoring, patching and on-site support for every covered device and user.

Workstation backup

Included with your plan

Off-site backup of each computer, monitored daily.

Email & threat protection

Included with your plan

Filtering, phishing protection and 24/7 security monitoring.

Microsoft 365 licences (example)

Email, Teams and Office apps, billed monthly.

Domain & DNS management

Renewal and management of your web domain.

03 / The investment

Clear, predictable pricing.

Based on a 12-month term. Pricing valid until November 14, 2026. All prices are final and in US dollars.

Monthly recurring$665.00/mo
Billed annually$60.00/yr
One-time$750.00

Monthly services

Your plan, what comes with it, and any extras — billed every month.

ServiceQtyPriceTotal
Managed IT plan (example)Main planHelp desk, monitoring, patching and on-site support for every covered device and user.12$45.00/mo$540.00/mo
Workstation backupIncluded with planOff-site backup of each computer, monitored daily.12Included—
Email & threat protectionIncluded with planFiltering, phishing protection and 24/7 security monitoring.12Included—
Microsoft 365 licences (example)Email, Teams and Office apps, billed monthly.10$12.50/mo$125.00/mo

Billed annually

Charged once a year.

ServiceQtyPriceTotal
Domain & DNS managementRenewal and management of your web domain.1$60.00/yr$60.00/yr

One-time

Charged once, at the start.

ServiceQtyPriceTotal
Onboarding & documentationOne-time setup, migration and full documentation of your systems.1$750.00$750.00

No surprises. Any change to scope or pricing is sent as an updated proposal for your approval before it is billed.

04 / A smooth start

From handoff to confidently supported.

01

Discover & document

We assess your environment, install management tools and record your systems and vendors.

02

Secure & stabilize

We fix urgent issues, apply protections, set up backups and secure access for your team.

03

Support & improve

Your staff gets one simple way to ask for help while we monitor, maintain and keep improving.

“Our staff finally has one place to go for help, and problems get fixed before they slow us down.”

Casey PlaceholderOffice Manager, Example Dental Group (fictional)

05 / Next step

Ready to move forward?

On a real proposal, your client signs here on screen (typed or drawn) or prints and signs on paper. Signing is turned off on this sample.

Sample terms: services begin on the onboarding date and continue for the term shown above.

Questions? Contact Alex Sample at [email protected] or (555) 010-0000.

Accepted for Maple Hollow Veterinary Clinic (sample)

Sign, print your name, and date below.
Signature
Printed name
Date

Any service or pricing changes discovered during onboarding will be presented in a clear, updated quote for approval.