Questions marketing agencies ask

Yes. Add every signer the client needs, such as the head of marketing and the finance director, or both owners of a small business. Each gets their own link and signature block, no account is needed, and you see who has signed. Signers aren't numbered. Every signed document carries a certificate of authenticity and an audit trail.

No. Monthly fees appear in the agreement as repeating charges with the term, and the client pays one amount on signing, such as the first month plus onboarding, through your Stripe or PayPal account. Later months are your agency's own invoices. QuoteCloud doesn't run instalments, recurring billing, payment reminders or auto-renewal.

A percentage of the total, a fixed amount or the full amount, set per template, on Essentials and up. Agencies often take the first month plus onboarding for a retainer, 40 to 50 percent for a project or campaign, and set-up fees in full. The client pays by card through Stripe or by PayPal.

No. Each agreement has an expiry date, and the Expiring Soon filter shows which retainers end soon. After your own review meeting, you re-issue the agreement as a new version or bulk-send a renewal offer, and the client signs the new term. If nobody signs, the old retainer ends on its date.

Pipedrive connects directly, with native CRM integrations on the Business plan: proposals from deals and their status on the record. HubSpot and Zoho connect through Zapier, and Salesforce through Zapier or the Sync add-on. Zapier, Make and the QuoteCloud API are available on Essentials and up.

Yes. Xero and QuickBooks Online are native integrations on the Business plan, and connect through Zapier on Essentials. Agencies use them for the invoices that follow a signed retainer, since QuoteCloud takes only the payment on signing and doesn't bill later months itself.

No. QuoteCloud has no ad-platform, analytics, reporting or social scheduling integrations, and it pulls no performance data. Ad spend in a proposal is typed by your team as the client's own estimate. Performance reports for reviews come from your own tools.

QuoteCloud's Slack and Microsoft Teams integrations post document updates, comments and actions for the account team. To act on a signature or a payment, use Zapier triggers such as Recipient Signed Document and Document Payment Event, and your Zap decides where the update goes, for example your CRM.

Most agencies sending retainers choose Essentials, US$39 per user a month, for price tables, templates, the content library, payments on signing, bulk send and Zapier. Business, US$59, adds the Forms block, Gantt charts, content locking, version history, approvals, the AI Co-Worker and native Pipedrive, Xero and QuickBooks.

Yes. A freelance copywriter, designer or consultant can send quotes and proposals, collect a deposit by PayPal or card on signing and keep templates for repeat work. Free covers eSignatures for two documents a month; payments on signing need Essentials. Tax can be set to nil if you aren't registered for sales tax, VAT or GST.

Yes. Essentials and Business start with a 14-day free trial, with no credit card required. During the trial, QuoteCloud converts one of your existing proposals into a template for free on Essentials, Business and Enterprise, and paid plans include a 45-minute training session for your team.

Not on these pages. This microsite covers agencies, studios, PR firms, consultants and freelancers selling their own services. Media plans, insertion orders, rate cards and sponsorship packages are covered by QuoteCloud's advertising and media pages, which show how media sellers use QuoteCloud for those documents.