IT Services
Scope, close, and invoice IT projects in one system
MSPs and IT consultancies juggle SOWs in Word, pricing in spreadsheets, and invoicing in accounting software. IntoPact connects the entire project lifecycle.
The challenge
Sound familiar?
Scoping is scattered across documents
SOW in Word, pricing in Excel, timeline in email. The client never sees one coherent view of what they’re buying.
Project pricing is complex and error-prone
Managed services with monthly fees, project work with milestones, and ad-hoc hours. Quoting accurately requires pulling data from multiple places.
Milestone invoicing is manual
When a project milestone completes, someone has to remember to create the invoice. Delays mean cash flow gaps.
Capabilities
What changes when the workflow is connected
Deal rooms for SOWs and proposals
Build a deal room with project scope, deliverables, timeline, and pricing. The client reviews everything in one place and invites their IT director and procurement.
Flexible pricing for services
Combine monthly managed service fees with project milestones and hourly rates. The client sees the total commitment and payment schedule.
Automated project invoicing
Invoice on milestones, monthly, or custom schedules. Invoices generate from the accepted SOW terms — no re-entry into accounting.
Contract renewals for managed services
When a managed service agreement expires, create a renewal deal with all terms pre-filled. The client reviews and accepts updated pricing.
Example workflow
An MSP wins a managed services contract
- 1
Prospect fills the MSP’s assessment form with current infrastructure details
- 2
Deal room generates with the managed services template and assessment questions
- 3
Prospect answers technical discovery — AI summarizes the infrastructure needs
- 4
MSP builds the SOW in the deal room with managed service scope and project deliverables
- 5
Prospect’s IT director and CFO review the deal room together
- 6
Prospect selects 12-month managed service agreement with quarterly project milestones
- 7
Create the MSA contract with terms pre-filled — monthly service fee plus milestone invoices populate automatically
- 8
Contract expiration alerts notify you 60 days before renewal is due
From “Contact Sales” to cash. One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.