How MSPs Can Simplify Proposal Creation: TurboDocx on IT Nation Podcast

Nicolas Fry, Founder and CEO of TurboDocx, recently appeared on the IT Nation WiseUp podcast to discuss a challenge every managed service provider faces: creating compelling proposals quickly without sacrificing quality. In this episode, titled "How MSPs Can Simplify Proposal Creation," Fry shares practical insights on streamlining proposal workflows, reducing turnaround time, and delivering a more consistent client experience.

The Proposal Bottleneck Challenge

For MSPs competing in a fast-paced marketplace, proposal creation often becomes a significant bottleneck. The pressure to respond quickly to opportunities while maintaining professional quality and accuracy creates a difficult balancing act. Many MSPs find themselves choosing between speed and quality—responding fast with generic proposals or taking time to create customized documents that may arrive too late to win the business.

During the podcast, Fry addressed this common pain point and explained how TurboDocx's AI-powered platform enables MSPs to break free from this trade-off by automating the time-consuming aspects of proposal creation while preserving the personalization that clients expect.

Streamlining the Proposal Workflow

The conversation explored several key strategies MSPs can implement to simplify their proposal creation process:

• Template Standardization: Building reusable, modular templates that maintain consistency across proposals while allowing for easy customization
• Data Integration: Automatically pulling client information from ConnectWise PSA and other systems to eliminate manual data entry and reduce errors
• Content Libraries: Maintaining centralized knowledge bases of service descriptions, pricing models, and technical capabilities for quick assembly into proposals
• AI-Powered Automation: Leveraging artificial intelligence to extract relevant information from discovery calls and existing documentation to populate proposals intelligently
• Integrated E-Signatures: Streamlining the approval process with embedded e-signature capabilities that eliminate the back-and-forth of traditional signature collection—learn why every channel partner should be selling e-signature

Reducing Turnaround Time Without Sacrificing Quality

One of the central themes of the discussion was how MSPs can dramatically reduce proposal turnaround time while actually improving quality. Fry explained that automation doesn't mean losing the personal touch—instead, it frees up MSP teams to focus their time on the strategic aspects of the proposal that truly matter to prospects.

By automating data population, formatting, and document assembly, MSPs can redirect their energy toward understanding client needs, crafting compelling value propositions, and developing customized solutions. This shift from administrative work to strategic thinking often results in more thoughtful, client-focused proposals delivered in a fraction of the time.

Delivering Consistent Client Experiences

Consistency emerged as another critical discussion point. When proposals are created manually from scratch each time, inconsistencies inevitably creep in—service descriptions vary, pricing presentations differ, and brand messaging fluctuates. These inconsistencies can undermine client confidence and create internal confusion about what was actually promised.

TurboDocx addresses this by enabling MSPs to standardize their proposal templates while maintaining flexibility for customization. Teams can ensure that service descriptions, pricing structures, and legal terms remain consistent across all client communications, while still tailoring the proposal to address specific client challenges and requirements.

Part of the PitchIT Innovation Journey

This podcast appearance continues TurboDocx's engagement with the MSP community as part of its participation in IT Nation's PitchIT Class of 2025. The prestigious program provides opportunities for innovative companies to showcase solutions that enhance efficiency and profitability for managed service providers.

Through direct conversations with MSPs via podcasts, webinars, and community forums, TurboDocx continues to refine its platform based on real-world feedback from technology service providers facing daily operational challenges.

Listen to the Full Episode

The complete conversation includes additional insights on proposal best practices, common mistakes to avoid, and practical tips for implementing automation in your MSP's sales process. Episode 25E56 is available now on the IT Nation WiseUp podcast.

For MSPs interested in learning how TurboDocx can streamline your proposal process and improve win rates, visit TurboDocx.com, explore our document automation platform, or schedule a personalized demo to see the platform in action.