ScopeMSP combines fast AI generation with MSP-specific service logic, pricing structure, compliance language, branding, and follow-up workflows.
Features
From first draft to follow-up, ScopeMSP is designed around the way managed service providers actually sell.
Paste discovery notes and generate a polished managed services proposal with executive summary, scope, SLAs, pricing, and next steps.
Helpdesk, cybersecurity, cloud, vCIO, compliance, BCDR, Microsoft 365, and more — each with the right sections and expectations.
Adjust tone and depth for SMB owners, mid-market CFOs, enterprise IT directors, and other stakeholders.
Support per-user, per-device, one-time setup, annual recurring, and service mix pricing that reflects how MSPs actually sell.
Send prospects a branded proposal URL instead of a static document, with view tracking so you know when they engage.
Mark deals won or lost and build a proposal process that learns from your team's actual outcomes over time.
Add your logo, colors, signature, and footer so every proposal feels like your MSP — not a generic SaaS template.
Set reminders for sent proposals and keep momentum with timely internal nudges and optional client follow-up emails.
Include vertical-specific language for HIPAA, SOC 2, FERPA, and other frameworks prospects expect to see.
Reference your PSA, RMM, EDR, backup, and cloud tools by name so the proposal reflects your real delivery model.
Generate two real proposals during your 7-day trial. No credit card required.
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