ScopeMSP

How It Works

From discovery call to sent proposal in 15 minutes.

Three steps. No templates to build. No formatting to fight. Just paste your notes, pick your parameters, and send.

Step 1

Paste your discovery notes

Copy in your call notes, the prospect's website URL, and your target monthly budget. ScopeMSP extracts the key details — seat count, pain points, compliance requirements, and decision-maker profile — automatically.

  • Works with raw, unstructured notes — no special formatting needed
  • Pulls in prospect website context for personalization
  • Your tool stack (PSA, RMM, EDR) is applied automatically by name

Step 2

Choose service type and audience

Select from managed helpdesk, cybersecurity, cloud migration, vCIO, compliance, BCDR, M365, or other MSP service types. Pick the audience — SMB owner, mid-market CFO, or enterprise IT director — and the client's industry vertical.

  • Each service type has its own structure, SLA tiers, and pricing model
  • Audience selection tunes language depth and technical detail
  • Industry vertical auto-includes compliance language (HIPAA, SOC 2, FERPA, PCI-DSS)

Step 3

Review, edit, and send

A complete proposal generates in under 60 seconds. Review the sections, make any tweaks inline, and share via a branded link. Clients open a clean, professional page — not a PDF attachment.

  • Edit any section inline before sending
  • Shareable branded link with view tracking (who opened, time per section)
  • Set follow-up reminders — optionally auto-send a polite nudge to the client

After you send

Track engagement

See when prospects open your proposal and which sections they spend time on. Follow up at the right moment.

Mark won or lost

Close the loop on every proposal. ScopeMSP learns from your outcomes and sharpens future proposals for your deal patterns.

PDF export anytime

Export any proposal to PDF with one click — your branding, your formatting, no watermarks.

See it in action.

Generate two real proposals free during your 7-day trial. No credit card required.

Start free trial Request a demo