Education and training templates to start from
Real templates for training proposals, training services agreements, registration forms and licence proposals.
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QuoteCloud's template library includes training course proposals, a sales training proposal, a training services agreement, a registration form, a SaaS proposal for school licences, a photo release form and a team building proposal. Open one, add your modules, prices and terms, and save it as your own template.
Four sample documents from fictional education businesses, each built from a kind of QuoteCloud template, taking turns at the front behind divider tabs: a corporate training proposal cover, a short-course registration cover, a school licence quote cover, and a parent consent form answered in a Forms block.
Nine real templates for education businesses
From QuoteCloud's template library: training course proposals, a training services agreement, registration and photo release forms, and proposals to adapt for licences and team days. Open one, preview it and make it your own.
- Proposal template Training Course Proposal Template For companies and consultants providing outsourced professional training to other organisations. View template
- Proposal template Training Course Proposal (2) A course proposal for education and training providers, with room for testimonials from past students. View template
- Proposal template Training Course Proposal A second training course proposal design for outsourced training to organisations. View template
- Proposal template Sales Training Proposal For educators and trainers starting to book participants onto courses. View template
- Agreement template Training Services Agreement Delivery, schedule, responsibilities, fees, cancellations and intellectual property for in-person, online or hybrid training. View template
- Form template New Customer Registration Form A registration form that collects a new client's details, to adapt for course registrations. View template
- Proposal template SaaS Sales Proposal A standard software proposal, to adapt for school licence quotes priced per seat. View template
- Form template Photo Release Form Permission to use and reproduce photos, to adapt for excursion and event photo consent. View template
- Proposal template Team Building Event Proposal For HR teams, event planners and corporate facilitators proposing team activities and workshops. View template
What each template becomes in your hands
Each kind of template beside a sample document a fictional education business built from it.
What your leaders will be able to do
Learning outcomes agreed in the needs analysis call on Tue 13 Oct
- Set direction and expectations a team can act on
- Run a structured coaching conversation in 20 minutes
- Give and receive feedback using one shared model
- Delegate with clear scope, authority and check-ins
- Plan the people side of a change at work
- Present a workplace project to your sponsor
Outcomes are Tallowood's program design. Participants receive a certificate of completion from Tallowood; this program is not an accredited qualification.
Program modules
| Module | Delivery | Hours |
|---|---|---|
| 1Leading with clarity | In person | 6 h |
| 2Coaching conversations | Live online | 4 h |
| 3Feedback that lands | In person | 6 h |
| 4Planning & delegation | Live online | 3 h |
| 5Leading through change Elective | Live online | 3 h |
| 6Capstone: lead a change project | In person | 3 h |
Training course proposals
Three designs for outsourced training: template 209, 195 and 216. Add outcomes and modules from your content library, delivery as one choice and the seats as the quantity.
- Outcomes and modules as content blocks
- Delivery options as one choice
- Per-seat tuition and add-ons
Choose the session
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Session | |||
Keynote + workshopThu 18 March 2027, Lakeview
|
1 event | $7,900 | $7,900.00 |
TravelReturn flights from Riverside, one night
|
1 trip | $680 | $680.00 |
| Options Tick to add | |||
| 120 cards | $6 | $720.00 | |
- Subtotal
- $9,300.00
- Tax (10%)
- $930.00
- Total
- $10,230.00
- Plus, monthly
- $0.00/mo
- Deposit to hold the date, paid on signing (50%)
- $5,115.00
Sales training and team day proposals
The sales training proposal and the team building event proposal suit facilitators booking a session or a day. Session options become one choice, travel a line and materials an option, as in this keynote proposal.
- Session options as one choice
- Travel and materials as lines
- A deposit to hold the date
Before we start
- Your purchase order HHP-PO-40817 is quoted on this proposal and on our invoice for the balance.
- Dates are held for 14 days; the deposit confirms them.
- Participant names can be sent any time before the first session.
- Cancellation and rescheduling terms are in the attached training services agreement.
Leila HassanCould the capstone move to the Friday of week 12 so our executive team can attend?
Bec, TallowoodYes. The capstone is now Fri 23 April and the schedule above is updated.
Accept, sign and pay the deposit
2 of 2 signed
- Leila HassanPeople & Capability Lead SignedThu 22 Oct
- Tom WhitakerFinance manager SignedThu 22 Oct
Deposit to confirm the dates, paid on signing (25%)
$6,455.35
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Training services agreement
The training services agreement covers delivery, schedule, responsibilities, fees, cancellations and intellectual property. Send it with the proposal or on its own; every signer signs online.
- Your terms, written once
- Several signers
- Certificate of authenticity and audit trail
Participant details
Forms block · BusinessForms block · completed by Jordan
- Participant 1
- Jordan Pike · Operations coordinator
- Participant 2
- Amira Saleh · Customer service lead
- Dietary needs
- Participant 2: gluten free
- Access needs
- None
- How did you hear about us?
- A colleagueSearchLinkedInOther
Participant details stay in this signed document.
Registration
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Course | $990 | ||
Business writing essentialsPer participant · materials and lunch included
|
2 seats | $495 | $990.00 |
| Add-on Tick to add | |||
| 2 seats | $120 | $240.00 | |
- Subtotal
- $1,230.00
- Tax (10%)
- $123.00
- Total
- $1,353.00
- Plus, monthly
- $0.00/mo
- Paid in full on signing (100%)
- $1,353.00
Registration form
The new customer registration form adapts to course registrations: participant details in a Forms block, seats and an optional add-on in the price table, and the fee paid in full on signing.
- Participant details inside the document
- Seats the client can change
- Paid in full on signing
Forms block: Business
Short courses & registrations2027 licence
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Seats · 1 Feb 2027 to 31 Jan 2028 | $4,364 | ||
Student seatsPer student per year · you can change the number
|
412 seats | $9 | $3,914.00 |
Teacher seatsIncluded with student seats
|
26 seats | $0 | $0.00 |
Onboarding session90 minutes online for your staff
|
1 session | $450 | $450.00 |
| Options Tick to add | |||
| 1 workshop | $950 | $950.00 | |
- Subtotal
- $4,364.00
- Tax (10%)
- $436.40
- Total
- $4,800.40
- Plus, monthly
- $0.00/mo
Licence term
- SeatsAdd students during the year on a new quote at the same per-seat price.
- ExpiryThe licence ends on 31 January 2028. We send next year's quote in Term 4; nothing renews by itself.
- PaymentInvoiced against your school purchase order, payable in 30 days.
SaaS proposal for school licences
The SaaS sales proposal adapts to edtech licences: student seats per year, teacher seats included, onboarding, and a licence term that ends without renewing by itself.
- Seats as the quantity
- Licence term and expiry
- Next year is a new quote
Consent & medical details
Forms block · BusinessForms block · completed by the parent
- Student
- Mia Lorenzo · 7B
- Parent or guardian
- Daniel Lorenzo
- Emergency contact
- Rosa Lorenzo · 555 0100
- Dietary needs
- NoneVegetarianGluten freeOther
- Medical notes for our first-aid officer
- Mild asthma: puffer in her bag.
- Canoeing and high ropes
- YesNo
- Photos in the school newsletter
- YesNo
Answers stay in this signed document. Your camp process decides who sees them.
Sign the consent
2 of 2 signed
- Daniel LorenzoParent or guardian SignedFri 23 Oct
- Mia LorenzoStudent SignedFri 23 Oct
Certificate of authenticity and audit trail attached
Photo release and consent forms
The photo release form adapts to excursion photo permission and parent consent, answered in a Forms block and signed by the parent and the student.
- Questions inside the document
- Parent and student sign
- Answers kept with the signatures
Forms block: Business
Excursion & camp quotesSend us your current proposal, and we'll convert it
During the trial of Essentials, Business or Enterprise, QuoteCloud converts one of your existing documents into a template for free: your training proposal, your tutoring agreement or your registration form, in your own branding.
Then save the parts you reuse, such as modules, outcomes and terms, to the content library, so every new proposal starts from the same wording.
- One free template conversion during the trial
- More conversions as a paid add-on
- Modules, outcomes and terms in the content library
- Company blocks locked on the Business plan
Content library: Essentials and up
Onboarding services
Training program proposal
Leadership Essentials for Harrowgate Health Partners
A six-module program for 14 new and emerging team leaders, delivered blended from Monday 1 February: three workshops at your Northgate site and three live online sessions, ending with a capstone your sponsors attend.
- Purchase order
- HHP-PO-40817
- Cohort
- 14 team leaders, Northgate and Riverside
- Program start
- Mon 1 Feb 2027
Data items, filled in when the document is created
Start from a template, or have yours converted
Free for 14 days, no credit card required. One template conversion is included in the trial.
Six things to set in your first template
Set them once in the template, and every document your team creates from it starts right.
Your branding
Logo, colours, fonts and a cover photo, so every proposal looks like yours.
Your programs
Outcomes, modules and terms as blocks from the content library.
Your prices
Courses and add-ons from your catalogue, with quantity editing on per-seat lines.
Your payment
A deposit as a percentage or a fixed amount, the full fee, or nothing on signing.
Your signers
One signature block per signer: a client and their finance team, or a parent and a student.
Your expiry
How long an offer stays open, so expiring documents show in the Expiring Soon filter.
Start from a real template, not a blank page
Every template on this page is in QuoteCloud's library today. Pick the closest one, add your own programs and prices, and save it as yours.
Browse the template libraryTemplate questions from education businesses
Which QuoteCloud templates suit education and training?
Three training course proposal designs, a sales training proposal, a training services agreement, a new customer registration form, a SaaS sales proposal to adapt for school licences, a photo release form and a team building event proposal. Each is in QuoteCloud's template library to preview and use as a starting point.
Will you convert our existing proposal into a template?
Yes. One template conversion is free during the trial on Essentials, Business and Enterprise. Send us your current proposal, agreement or form, and QuoteCloud builds it as a template in your branding. More conversions are available as a paid add-on.
Can we reuse modules and terms across proposals?
Yes. Save modules, learning outcomes, terms and other sections to the content library and add them to any proposal. On the Business plan, company blocks can be locked so staff can't change the approved wording in each proposal. The content library is on Essentials and up.
Is there a template for a tutoring agreement or a camp quote?
Not among the education templates listed here. Start from the training services agreement or a training course proposal, add packages, term charges or per-student pricing, and save it as your own template. Or send us your current document to convert during the trial.
Can a template take signatures and payment?
Yes. A template can include signature blocks for one or more signers and a payment on signing through Stripe or PayPal: a deposit as a percentage or fixed amount, or the full fee. eSignatures are on every plan; payments are on Essentials and up.
More for education and training providers
Every page of the QuoteCloud education microsite.
-
Corporate training proposalsLearning outcomes, program modules, in-person, virtual or blended delivery and a schedule, priced per participant in one proposal.Explore
-
Per-seat & cohort pricingSeats as the quantity the client can change, a per-cohort fee, materials and catering add-ons, all from your own course catalogue.Explore
-
Tutoring & coaching term packagesSessions per week as packages, the term's fees shown as repeating charges in the agreement, and a parent's signature.Explore
- Workshop & keynote proposalsKeynote, keynote and workshop, or a half-day program as one choice, with travel, materials and a booking deposit.
- School licence quotes for edtechStudent and teacher seats priced per year, a licence term with an expiry date, and next year's re-quote ready before it lapses.
- International student agent agreementsA study plan with the provider's own fee estimate, your service fee as a clear choice, and a service agreement the student and a parent sign.
- Short courses & registration formsA course registration with the participant's details collected in a form inside the document, then signed and paid.
- Excursion & camp quotes with consentPer-student pricing for the school, a consent form for parents inside the document, and several people signing.
- Term offers sent in bulkNext term's offer, personalised for each family or client and bulk-sent from one template, then tracked as each one is opened and accepted.
- Deposits, purchase orders & paymentA deposit or the full fee paid by card or PayPal on signing, and the client's purchase-order number in the document.
- LMS, CRM & accounting integrationsSigned proposals and registrations to your LMS, CRM or accounts through Zapier, Make or the QuoteCloud API.
- QuoteCloud implementation for education providersYour course catalogue loaded, proposal and registration templates converted, payments connected and the team trained.
- FAQAnswers to the questions training providers, tutors, camp providers, edtech teams and student agents ask most.
Your template, your next cohort
Free for 14 days. No credit card required.