What is QuoteCloud for Accounting Services?

QuoteCloud is quoting and proposal software that helps accounting firms create, send and eSign professional proposals, quotes, engagement letters and contracts quickly. It combines ready-made templates, easy customisation and legally binding eSignatures, so your proposals stay consistent and accurate while you spend less time on paperwork.

How does QuoteCloud help me create and customise sales proposals and quotes?

QuoteCloud includes a library of proposal and quote templates for accounting services. Use the editor to add service descriptions, packaged fees, monthly and once-off pricing, terms and your branding, then save your own templates for reuse. Price tables calculate GST and totals for you, so every proposal is fast to build and client-ready.

Is QuoteCloud's electronic signature solution legally binding?

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, and they are suitable for proposals, engagement letters, contracts and service agreements. Each signing is recorded in an audit trail, and signed documents are stored securely online.

Which documents can I sign with QuoteCloud e-signatures?

You can sign a wide range of documents, including sales quotes, accounting engagement letters, service contracts, proposals, agreements and order forms. QuoteCloud works as both proposal software and contract eSignature software, so you can close the engagement on the same document you sent.

How do recipients add their signature and can they sign on mobile?

Recipients open a secure link to the document, review it and add their signature by drawing, typing or uploading it. The signing experience is mobile-friendly, so clients can review and sign from a phone or tablet without installing an app.

Can multiple people sign the same document and how does that workflow work?

Yes. You can add multiple signers, such as each director of a client company, and place signature and initial fields for each of them. You can optionally require a one-time passcode, and QuoteCloud records every signature in an audit trail with a certificate of authenticity once the document is complete.

What integrations are available — can QuoteCloud connect with the accounting apps I already use?

Yes. QuoteCloud connects with accounting software such as Xero, QuickBooks and FreshBooks, CRMs such as HubSpot and Salesforce, payment providers Stripe and PayPal, and tools like Google Sheets, OneDrive, Slack and Microsoft Teams. That makes it simple to sync client data, collect payments and keep signed engagements on record.

Is there a free trial and what pricing plans are available?

Yes. QuoteCloud offers a free 14-day trial with no credit card required, so you can test templates, eSignatures and payments on your own proposals. After the trial there are free and paid plans to suit different practice sizes. If you would like a walkthrough first, you can book a free demo.

Accounting proposals that become signed engagements.

Package compliance, BAS and advisory into clear monthly fees. Clients add the extras they need, sign the engagement letter and pay online.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

Scroll to watch this engagement get signed

northgate.quote.cloud/p/juniper-street

NANorthgate Accounting ENG-0418 Signed & paid

Engagement proposal

Monthly accounting & advisory

Prepared for Juniper Street Bakery · Billed monthly from 1 Nov

PackagesFixed monthly fee, ex GST

Compliance $390/mo Annual accounts Tax returns

BAS & Tax $690/mo + Quarterly BAS + Bookkeeping review

Advisory $1,150/mo + Forecasting + Quarterly reviews

Onboarding & Xero setupPrior-year review, file migrationOnce-off$450.00

Add-onsChoose any extras

Payroll & STPUp to 10 staffMonthly$180.00

Weekly bookkeepingBank feeds reconciled in XeroMonthly$320.00

Engagement letterInitial each term

§1ScopeMC §2Fees & billingMC §3Client dutiesMC

Mia Chen · Director · Signed online

Monthly fees$870.00

GST (10%)$87.00

Per month$957.00

Onboarding$495.00 Paid

Choose a template

Bookkeeping Contract

Services Proposal

Services Agreement

Engagement Letter

Service catalogue

Search packages & services Compliance$390/mo BAS & Tax$690/mo Advisory$1,150/mo Payroll & STP$180/mo

MCMia ChenDoes payroll cover our six casual staff? NANorthgate AccountingYes, up to 10 staff, STP lodgement included.

Client engaged · synced

XeroSynced

HubSpotSynced

Google SheetsSynced Viewed 3 times before signing

Proposal opened Mia Chen Payroll added +$198.00/mo inc. GST Onboarding fee paid $495.00 via Stripe

Watch one engagement go from first meeting to signed letter.

Packages, add-ons, terms, signature and the first payment: the whole engagement, in one document.

Start from an accounting template, already on brand.

Pick an engagement letter, services proposal or bookkeeping contract. Your logo, colours and standard terms are already in place.

Browse accounting templates

Package your services into fixed monthly fees.

Pull compliance, BAS, tax and advisory bundles from your catalogue. Monthly and once-off fees, GST and totals calculate as you go.

Explore CPQ software

Clients add payroll or bookkeeping themselves.

Send an interactive proposal, not a PDF. Clients tick the add-ons they need, the monthly fee updates and questions come back as comments.

See proposal software

Engagement letter signed, onboarding fee paid.

Clients initial each key term and eSign on any device, with an audit trail. The onboarding fee is paid online through Stripe or PayPal.

About eSignatures

New clients flow into Xero and your CRM.

Signed engagements sync to Xero, QuickBooks or FreshBooks and your CRM, and you're notified at every view, signature and payment.

See all integrations

From first meeting to signed engagement, in one document.

Start free 14-day trial Book a demo

Built for accounting practices.

The features accountants, bookkeepers and advisory firms lean on most, in one platform.

Engagement letterJuniper Street Bakery Scope of servicesMC Fees & billingMC Client responsibilitiesMC
Mia Chen, Director Tom Reyes, Director
Completed · audit trail saved

Engagement letters, initialled and signed by every director.

Add initials to each key term and set multiple signers. Signatures are legally binding, with an audit trail and certificate.
Explore eSignatures
Monthly and once-off fees, side by side.

Recurring and fixed pricing in one table, with GST and totals worked out for you.
CPQ software
Partners, managers and bookkeepers in one proposal.

Edit together in real time, with comments, mentions and permissions.
Collaboration
AI Co-Worker drafts the scope of services.

Describe the client and get a first draft to edit, right inside the proposal.
AI Co-Worker
Connected to the accounting apps you already use.

Xero, QuickBooks, FreshBooks, Stripe, HubSpot and more.
All integrations

Accounting templates, ready to send.

Real QuoteCloud templates for accountants, bookkeepers and firms. Open one and make it yours.

All accounting and tax templates Explore free document templates

Rated, secure and in business since 2013.

4.2Capterra rating
4.2Software Advice rating
2013Building QuoteCloud since

Questions, answered

Getting started with QuoteCloud

Accounting proposals that become signed engagements.

Watch one engagement go from first meeting to signed letter.

Start from an accounting template, already on brand.

Package your services into fixed monthly fees.

Clients add payroll or bookkeeping themselves.

Engagement letter signed, onboarding fee paid.

New clients flow into Xero and your CRM.

From first meeting to signed engagement, in one document.

Built for accounting practices.

Engagement letters, initialled and signed by every director.

Monthly and once-off fees, side by side.

Partners, managers and bookkeepers in one proposal.

AI Co-Worker drafts the scope of services.

Connected to the accounting apps you already use.

Accounting templates, ready to send.

Rated, secure and in business since 2013.

Questions, answered

Your next client engagement, signed sooner.

Getting started with QuoteCloud

Accounting proposals that become signed engagements.

Start from an accounting template, already on brand.

Package your services into fixed monthly fees.

Clients add payroll or bookkeeping themselves.

Engagement letter signed, onboarding fee paid.

New clients flow into Xero and your CRM.

From first meeting to signed engagement, in one document.

Engagement letters, initialled and signed by every director.

Monthly and once-off fees, side by side.

Partners, managers and bookkeepers in one proposal.

AI Co-Worker drafts the scope of services.

Connected to the accounting apps you already use.

Rated, secure and in business since 2013.

Questions, answered

What is QuoteCloud for Accounting Services?+

How does QuoteCloud help me create and customise sales proposals and quotes?+

Is QuoteCloud's electronic signature solution legally binding?+

Which documents can I sign with QuoteCloud e-signatures?+

How do recipients add their signature and can they sign on mobile?+

Can multiple people sign the same document and how does that workflow work?+

What integrations are available — can QuoteCloud connect with the accounting apps I already use?+

Is there a free trial and what pricing plans are available?+

Your next client engagement, signed sooner.