---
title: "MSP Document Automation | SOW, QBR & vCIO Reports | TurboDocx"
description: "Automate MSP documentation—SOWs, service agreements, QBR decks, and vCIO reports. Integrate with ConnectWise and PSA tools. Scale your services practice."
url: "https://www.turbodocx.com/use-cases/msps"
---

# Automate MSP Documentation From SOWs to QBRs

> Generate client-ready SOWs, service agreements, QBR decks, and vCIO reports in minutes, not days. Built for MSPs & Managed Service Providers.

[Start Automating MSP Docs](https://app.turbodocx.com/signup?utm_source=website&utm_medium=use-case&utm_campaign=msps) | [View Pricing](https://www.turbodocx.com/pricing.md)

Trusted by MSPs and IT service providers: Choice Solutions, ThyTech, ITSG, Connexxia.

## Key Features

### SOW & MSA Automation

- Generate client-specific Statements of Work from service catalog
- Auto-populate pricing, SLAs, and scope from PSA/RMM data
- Maintain brand consistency across all client deliverables

### AI-Powered QBR Creation

- Auto-generate executive summaries from ticket metrics
- Create stunning QBR decks with client branding
- Pull data from ConnectWise, Autotask, or Datto PSA

### vCIO Deliverables

- Technology roadmaps and strategic plans
- IT budgets and project proposals
- Security assessments and compliance reports

### PSA Integration

- Sync with ConnectWise Manage, Autotask, Halo PSA
- Pull client contact info, agreements, and billing data
- Auto-update documents when client details change

## Why MSPs Choose TurboDocx

- **Win More Deals:** Respond to RFPs 10x faster than competitors
- **Scale Your Practice:** Onboard more clients without hiring
- **Increase Margins:** Reduce time spent on admin work
- **Client Satisfaction:** Professional deliverables every time

## Calculate Your Savings

An interactive calculator estimates what manual document creation really costs ("The Hidden Cost of Document Creation"). Inputs (defaults): Engineers & vCIOs (2), Hours per SOW/QBR (3), Hourly Rate ($75), Review & Client Prep (2). Cost Per MSP Document = people x (hours per SOW/QBR + review hours) x hourly rate; with the defaults that is $750 per document, or $15,000/month "for 20 client deliverables". It then says "See How TurboDocx Saves You 90%".

## Join MSPs Automating with TurboDocx

Start automating your client deliverables today. [Start Automating Today](https://app.turbodocx.com/signup?utm_source=website&utm_medium=use-case&utm_campaign=msps)

## Simple Pricing

Start for free and upgrade as you need.

| Plan | Price | Includes |
| --- | --- | --- |
| Free | $0 / user | 1,000 AI Credits / month; Free E-Signature, 5 / month; 5 Quotes / month; 5 TurboDocx Generations / month (Document & Presentation Templates); Unlimited TurboDocx Templates; Unlimited Standard Integrations; Single User; PDF only; API Access (5 Signatures and 5 Quotes per month via API key, the same limits as in-app usage) |
| Team (Promotional) | $10 / user per month (was $20) | 2,500 AI Credits / month; 15 Signatures / month and 15 Quotes / month (both include API access, shared across in-app and API-key usage); 10 TurboDocx Generations / month (Document & Presentation Templates); Unlimited TurboDocx Templates; Full Document, Slide Deck export; Everything in the Free plan |
| Pro (Best Value, Most Popular) | $20 / user per month (was $35) | Unlimited AI Credits / month; Unlimited Signatures / month; Unlimited Quotes; Unlimited TurboDocx Generations; Unlimited TurboDocx Templates; Bulk Signature Sending; API access: 60 Quotes + 60 Signatures / mo, rate-limited AI; SMS one-time passcodes for signers; Everything in the Team plan |
| Enterprise | Contact us | Unlimited +; Unlimited Quotes + Custom Workflows; Customizable AI Packages; Bring your own AI models; Auditing and Compliance; Self-hosted solution option; SAML/OIDC SSO; SMS one-time passcodes for signers; Custom API limits |

Notes:

- Bulk Signature Sending: send personalized documents for e-signature to hundreds of recipients at once using a spreadsheet. Upload a CSV or Excel file, map columns to template variables, configure signature fields, and submit the entire batch in minutes.
- Pro API access: API-key (programmatic) usage is metered separately from in-app usage. Pro API keys get 60 Quotes and 60 Signatures per month. Named users logged into the TurboDocx UI retain the unlimited limits. Contact us for volume pricing.
- Enterprise custom API limits: API rate limits and monthly caps are negotiated per contract. Dedicated capacity available.
- SMS one-time passcodes for signers (Pro and Enterprise): signers can verify by text message as well as email. Texts go through your own Twilio or RingCentral account, so your provider bills them at your rates. Email passcodes are included on every plan.

Full pricing: https://www.turbodocx.com/pricing.md

## Related Solutions

- [IT Consulting Solutions](https://www.turbodocx.com/use-cases/it-consulting.md): Document automation for IT consulting firms and professional services
- [IT Teams Solutions](https://www.turbodocx.com/use-cases/it-teams.md): Streamline internal IT documentation and service delivery processes
- [Agency Solutions](https://www.turbodocx.com/use-cases/agencies.md): Proposal automation for agencies managing multiple clients and deliverables

## Helpful Resources

- [MSP Automation with n8n Workflows](https://www.turbodocx.com/blog/msp-automation-n8n-workflows.md): Discover how to automate MSP workflows with n8n and TurboDocx integration
- [How to Generate SOWs from CRM Data](https://www.turbodocx.com/resources/how-to-generate-sows-from-crm-data.md): Complete guide to automating SOW generation from your PSA or CRM
- [How to Write an Effective SOW](https://www.turbodocx.com/blog/how-to-write-effective-sow.md): Best practices for crafting professional statements of work for MSP clients