Getting started with QuoteCloud

Study plans and service agreements students sign online

The course shortlist, the provider's own fee estimate, your service fee and options, and signatures from the student and a parent.

International student agents use QuoteCloud to send a study plan and service agreement: the course shortlist, the education provider's fee estimate quoted as the provider's own figures, the agent's service fee and optional services, and signatures from the student and a parent on any device, with a deposit if the agent charges one.

A fictional student agent's study plan for Minh Anh Nguyen as a route from Da Nang to Northgate with four stages: study plan, applications, offer accepted and arrival. In front, the service agreement from Wattle Pathways: application and enrolment support $890 and an airport arrival meet $120, tuition marked as paid to the provider, signed by the student and a parent, with a $555.50 deposit paid via PayPal.

A study plan a family can read, page by page

Wattle Pathways' study plan and service agreement for Minh Anh Nguyen, as the student and her mother read it. Sample document, fictional providers.

  1. Wattle PathwaysStudy plan & service agreement WP-SP-1188 Sample · fictional business
    A campus building beside a long lawn with hills in the distance

    Study plan & service agreement

    Study plan for Minh Anh Nguyen

    Prepared for Minh Anh Nguyen and Thi Lan Nguyen (parent) · Prepared Mon 19 Oct 2026 · Valid until Fri 13 Nov 2026

    Two course options in Northgate for a February 2028 start, each provider's own fee estimate, and our service fee for helping you apply, accept and arrive.

    Your study plan

    Shortlisted after our call on Tue 13 Oct

    1. Option 1 Diploma of Information Technology Harbourline Institute
      Intake
      Feb 2028
      Length
      1 year
      Leads into year 2 of a related degree at some universities
    2. Option 2 Bachelor of Information Technology Southgate University College
      Intake
      Feb 2028
      Length
      3 years
      Direct entry; English requirement to be confirmed by the provider

    Study plan

    Two options, plainly set out

    The cover, then the shortlist from the first call: each course, the provider, the intake and the length. The agent's own content; entry requirements are confirmed with each provider.

  2. Wattle PathwaysStudy plan & service agreement WP-SP-1188 Sample · fictional business

    Provider fee estimates

    Provider's figures

    Each provider's own figures, copied from their published fee lists on Mon 19 Oct

    • Harbourline InstituteDiploma of Information Technology, tuition$24,500 for the coursePaid to the provider
    • Southgate University CollegeBachelor of Information Technology, tuition$36,800 a yearPaid to the provider

    These fees are set by each provider and paid directly to the provider, never to Wattle Pathways. Check the current figures in your offer letter. This plan is not visa or migration advice.

    Provider fees

    The provider's fees, kept apart

    Each provider's tuition estimate is quoted as the provider's own figure, marked as paid to the provider. It isn't a price line: nothing here is charged through QuoteCloud.

  3. Wattle PathwaysStudy plan & service agreement WP-SP-1188 Sample · fictional business

    Our service fee

    ItemQtyRateAmount
    Service$890
    Application & enrolment supportCourse shortlist, applications to two providers, acceptance
    1 service $890 $890.00
    Options Tick to add
    1 service $350 $350.00
    1 transfer $120 $120.00
    Subtotal
    $1,010.00
    Tax (10%)
    $101.00
    Total
    $1,111.00
    Deposit on our service fee, paid on signing (50%)
    $555.50

    Questions

    • We confirm each provider's entry requirements with the provider before you apply.
    • Our service fee does not change with the course you choose.

    Thi Lan NguyenCan the airport meet still happen if Minh Anh's flight lands late at night?

    Lucas, Wattle PathwaysYes, any time. We'll confirm the flight details two weeks before arrival.

    Our fee

    Your fee as the only price

    The agent's service fee is the only priced line, with accommodation help and an airport meet as options. Her mother asked about a late flight in a comment and got an answer in the same thread.

  4. Wattle PathwaysStudy plan & service agreement WP-SP-1188 Sample · fictional business

    Accept, sign and pay the deposit

    2 of 2 signed

    • Minh Anh NguyenStudent SignedWed 21 Oct
    • Thi Lan NguyenParent SignedWed 21 Oct

    Deposit on our service fee, paid on signing (50%)

    $555.50

    Paid via PayPalPay with card or PayPal

    Certificate of authenticity and audit trail attached

    Activity

    1. Study plan openedMinh Anh Nguyen
    2. Comment from Thi LanAbout the airport meet
    3. Signed by both signersStudent and parent, passcode verified
    4. Deposit paid$555.50 via PayPal
    5. Student file updated in your CRMThrough Zapier, if you set it up

    Signed

    Student and parent sign

    Each signs from their own link, from Da Nang or anywhere else, and 50% of the fee is paid through PayPal on signing.

Built for families who sign from another country

What an agent's agreement needs, and how QuoteCloud handles each part.

  • Provider fees set apart

    Quote each provider's estimate as text, not as a line you charge.

  • Your fee, clearly priced

    Service fee and options in a price table, with a deposit on signing if you take one.

  • Student and parent sign

    Several signers, each with their own block. No account needed to sign.

  • A passcode for each signer

    Turn on a one-time passcode sent to each signer's email before they sign.

  • On any phone

    Families read, comment and sign on the device they have.

  • One agreement, every student

    Start every plan from the same template, so the terms never drift.

Two signers, two countries, one agreement

Add the student and a parent as signers. Each gets their own link and signature block, and signs when it suits them: there is no signing order.

Turn on the one-time passcode and each signer enters a code sent to their own email before signing. The certificate and audit trail record who signed and when.

  • A signature block per signer
  • Optional one-time passcode by email
  • Certificate of authenticity and audit trail

Signatures and the passcode option: every plan. Price tables and payments: Essentials and up

Free eSignatures
Send · WP-SP-1188Wattle Pathways Team view · sample data

Send for signature

  • Minh Anh Nguyenminhanh.nguyen@example.comStudent · signs
  • Thi Lan Nguyenthilan.nguyen@example.comParent · signs
  • A signature block for each signerOn
  • One-time passcode by email before signingEach signer enters a code sent to their own emailOn
  • Sign on any device, no account neededOn

Two signers, no signing order: each signs from their own link, whenever suits them.

Send your next study plan from QuoteCloud

Free for 14 days, no credit card required.

Questions answered where the family can see them

Parents ask questions about arrival, fees and timing. In QuoteCloud they ask in a comment on the agreement and your reply sits beside it, so the answer travels with what they sign.

Your team sees each step: opened, commented, signed and paid. Send the signed agreement on to your CRM through Zapier if you set it up.

  • Comments and replies in the document
  • Opens, signatures and payment tracked
  • Zapier, Make or the API for your CRM

Tracking and Zapier: Essentials and up

Wattle PathwaysStudy plan & service agreement WP-SP-1188 Sample · fictional business

Questions

  • We confirm each provider's entry requirements with the provider before you apply.
  • Our service fee does not change with the course you choose.

Thi Lan NguyenCan the airport meet still happen if Minh Anh's flight lands late at night?

Lucas, Wattle PathwaysYes, any time. We'll confirm the flight details two weeks before arrival.

Activity

  1. Study plan openedMinh Anh Nguyen
  2. Comment from Thi LanAbout the airport meet
  3. Signed by both signersStudent and parent, passcode verified
  4. Deposit paid$555.50 via PayPal
  5. Student file updated in your CRMThrough Zapier, if you set it up

Student agent agreement questions, answered

What should a student agent's service agreement include?

Typically the course shortlist, each education provider's fee estimate, your own service fee and optional services, your terms and signatures from the student and, where needed, a parent. In QuoteCloud each part is a block in your template, and the family reads, comments and signs online.

How do we keep tuition separate from our fee?

Quote each provider's tuition estimate as text in its own block, marked as the provider's figure and paid to the provider. Only your service fee and options go in the price table, so only they are totalled and paid through QuoteCloud.

Can a student and a parent both sign?

Yes. Add each as a signer with their own signature block and link. They can sign at different times, on any device, without an account. There's no signing order. eSignatures are included on every plan.

Can we verify who is signing?

You can turn on a one-time passcode: each signer enters a code sent to their email before signing. Every signed document carries a certificate of authenticity and an audit trail.

Does QuoteCloud give visa or admission advice?

No. QuoteCloud sends your documents and collects signatures and payments. Course, admission and visa information is your own content and responsibility, and QuoteCloud doesn't connect to providers' application systems.

Can families pay our fee online?

Yes, from the Essentials plan. Set a deposit or full payment on signing and the family pays through Stripe or PayPal. Tuition is paid to the provider, never through your agreement.

More questions from education providers

More for education and training providers

Every page of the QuoteCloud education microsite.

Study plans families can sign from anywhere

Free for 14 days. No credit card required.