Quote Builder

1 Client

Headcount drives IT Operations pricing directly and sets the band for everything else. Override the band only when the environment is unusually complex or simple for its size.

2 Term & payment

Multi-year contracts carry a 5% annual uplift written into the paper. A 36-month deal at a flat price is a 36-month price cut.

3 Services Upcharge column is per-line, on top of the global modifiers below

Common threes:
Service List / mo Upcharge Rate / mo Annual
Subtotal at list — before adjustments
Contracted total

4 Global modifiers — price above list

Applied to every selected line before discounts, so a bundle discount does not eat the uplift. Per-line upcharges in the table above stack on top of these.

One-time and variable charges

Pricing engine — edit only if your cost basis changed

Quoted monthly
$0

Annual contract value$0
Total contract value$0
Foundation Sprint (one-time)$0
Year one total incl. Sprint$0

Effective discount off list0%
Gross margin
Nothing selectedTick at least one service to price the deal.

How the number is built

Internals — do not send

Never concede for free — trade table
A lower monthly24 or 36 months, with the 5% annual uplift in the paper
A lower monthly, againAnnual prepay — the discount becomes working capital
Any discount at allNamed case study and logo rights, agreed at signature, not "later"
More than the capNarrower scope. Remove a service. The cap does not move; the scope does
The Foundation Sprint waived24-month term. Cleanest trade on the sheet
A pilot before committingA 90-day paid Foundation Sprint at full price, conversion price agreed up front
Faster startNothing. Charge the compressed-timeline modifier
"We got a cheaper quote"Find out what it actually delivers. The gap is almost always advice vs. execution, or who owns the outcome

Proposal language

Floor = 2.0× loaded delivery cost (50% gross margin) — the walk-away. List = 3.0× loaded cost (~67%). Stacked discount capped at 30%, which is a policy rather than a position. Benchmarks: vCSO.ai 2026, soc2auditors.org, RateCardPro 2026, mdrcost.com, ITBudgetCalculator.