Accounting proposal and engagement letter FAQ

Yes. Set up packages such as Compliance, Growth and Advisory as a single-choice group, with optional add-ons the client ticks themselves. The price table totals follow the client's choices before they sign. Price tables, packages and optional items are on the Essentials plan and above.

No. A proposal or agreement can show your monthly fees as repeating charges, so the client sees the cost of the year before signing, and the price table can take one payment on signing. You invoice the monthly fee from your accounting system as you do today.

Yes, on the Essentials plan and above. Connect Stripe or PayPal and set the payment on signing as a percentage of the total or a fixed amount. The client signs and pays on the same page, and the document is marked Paid. QuoteCloud doesn't take instalments or later payments.

Yes, on the Business plan. An approval workflow can be triggered by a discount percentage or the total value, among other conditions. The proposal waits In Review until the approvers you choose, such as anyone with a partner role, approve it; only then can it be sent.

Yes. Each service is a price-table line with a note, such as the company tax return, quarterly sales tax returns, payroll for up to ten staff, or weekly bookkeeping. Group them into packages, add optional extras such as a fringe benefits return, and show monthly amounts as repeating charges in the agreement.

Yes. The product catalogue holds each service with a code, category, price, cost and status (Active, Draft or Inactive), and can be imported from a CSV file with column mapping. Costs and margins stay hidden from clients. Staff add services to a proposal from the catalogue instead of retyping prices. Essentials and up.

No. QuoteCloud is for the documents around the work: proposals, engagement letters, information requests and the client's signature. Returns, sales tax returns and financial statements are prepared in your tax and accounting software and filed through your usual channels. QuoteCloud doesn't connect to the tax authority or any government system.

You can prepare the application documents as branded QuoteCloud documents: an information request with a Forms block (Business), a project summary, a budget schedule, milestones on a Gantt chart (Business), outcomes, risks and declarations the client signs, then export a PDF. You or your client submit it through the funder's own portal.

Send a grant engagement proposal: the scope of the application work, a fixed fee, or a lower fixed fee with a success fee as an option the client chooses, and a timetable on a Gantt chart (Business). The client signs it before work starts. The fees and terms are yours; QuoteCloud doesn't set them.

Yes, with the engagement. Send an R&D engagement that lists the activities you'll describe with the client's team, fixed fees for the registration and the claim, a payment on signing and what you can't promise. Any registration and the claim go through the program's own channels, by the program's own deadline.

Yes. Copy the declarations from the funder's own form into the document and add a signature block for each director who must sign. Once everyone has signed, export the document as a PDF (Starter and up) and attach it to the application in the funder's portal, if the program accepts it.

Send an information request as a QuoteCloud document. A Forms block (Business plan) collects answers inside the document, beside a checklist of the files you need from the client. Your team can see what has been answered, and a Zapier trigger can turn submitted answers into a task in your practice system.

Not in a QuoteCloud document. Collect tax ID numbers, identity documents and bank details through your practice's own secure process or client portal, and say so in your privacy clause. The information request can tell the client where and how to send them.

Yes. Share documents through a password-protected link, and require a one-time passcode, sent to the signer by email, before they can sign. Signed documents carry an audit trail and a certificate of authenticity. Sections only your team should see can be marked Hide from Recipient.

No. Give each letter an expiry date, find the ones coming up with the Expiring Soon filter and send next year's letter, individually or with bulk send on the Essentials plan and above. Each client signs the new letter; nothing renews or bills by itself.

Yes, with bulk send on the Essentials plan and above. Choose the updated template and your client list, and QuoteCloud creates and sends a personalised copy for each client, each signed and tracked on its own. Bulk send has volume-based costs. For bespoke letters, Revise Last Version on Business keeps last year's version in the history.

The documents list shows each letter's status as clients act: Sent, Opened, Signing when some but not all signers have signed, and Accepted. Filter by several statuses at once and save it as a custom filter for the season. Following up is up to your team.

Start with one service line, usually the engagement letter and your fixed-fee proposal. Set up your services price book, build the templates with your terms as library blocks, then add the other lines. During the trial QuoteCloud converts one template for free, and paid plans include a 45-minute training session.

Yes. The product catalogue imports a CSV file: you map each column to a catalogue field, such as code, name, category, price and cost, and the import is validated before it's saved. Each service can then be added to a proposal from the catalogue. The product catalogue is on Essentials and up.

QuoteCloud offers paid onboarding services and professional services, for example to convert more of your templates or set up integrations. Enterprise plans include implementation support and an account manager. Every trial on Essentials, Business or Enterprise includes one free template conversion.

Documents are hosted on Amazon Web Services with 256-bit encryption, QuoteCloud is GDPR compliant, eSignatures are eIDAS compliant and signed documents carry an audit trail and a certificate. You can password-protect links and require a one-time passcode to sign. Keep tax ID numbers and identity documents out of documents and collect them through your secure process.

Yes. Mark a section or container Hide from Recipient and it stays in the document for your team, shaded in the editor, but is never shown to the client. Use it for pricing guidance in a template or notes for the partner reviewing a proposal.

Yes. Custom roles, from the Essentials plan, set what each person can do, including who can create or change content library items. Content locking on Business protects standard terms. Enterprise adds single sign-on and IP filtering for practices that need them.