IT Managed Services Proposal Request — Form Fields
This sales template includes 10 fields. Helps MSPs collect business needs before generating a managed IT services proposal. Free to customize and use on ZenBuild.
Company Name (text, required)
Contact Name (text, required)
Business Email (email, required)
Number of Employees (number, required)
Number of Devices Managed (number, required)
Services of Interest (checkboxes, required) — options: Help Desk Support, Network Management, Cybersecurity, Cloud Services, Backup & Disaster Recovery, VoIP
Current IT Setup (dropdown selection, required) — options: No IT Staff, Part-Time IT, Full-Time IT Team, Previous MSP, Other
Biggest IT Challenge (dropdown selection, required) — options: Security Threats, Downtime, Remote Work, Compliance, Outdated Hardware, Other
Existing IT support contract? (multiple choice, required) — options: Yes, No
