Sample proposal. The client, people and prices below are fictional and for illustration only.
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.
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.
| Service | Qty | Price | Total |
|---|
| 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. | 12 | Included | — |
| Email & threat protectionIncluded with planFiltering, phishing protection and 24/7 security monitoring. | 12 | Included | — |
| Microsoft 365 licences (example)Email, Teams and Office apps, billed monthly. | 10 | $12.50/mo | $125.00/mo |
Billed annually
Charged once a year.
| Service | Qty | Price | Total |
|---|
| Domain & DNS managementRenewal and management of your web domain. | 1 | $60.00/yr | $60.00/yr |
One-time
Charged once, at the start.
| Service | Qty | Price | Total |
|---|
| 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.
01Discover & document
We assess your environment, install management tools and record your systems and vendors.
02Secure & stabilize
We fix urgent issues, apply protections, set up backups and secure access for your team.
03Support & 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.
Any service or pricing changes discovered during onboarding will be presented in a clear, updated quote for approval.