Set up QuoteCloud the way your agency sells
Your proposal converted into a template, channel tiers as a saved price table, scope and terms locked in the library, the CRM connected and the team trained.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Agencies can roll out QuoteCloud in about four weeks: one template converted free during the trial (Essentials and up), channel tiers and add-ons saved as a price table in the content library, case studies and scope wording in the library, Pipedrive or Zapier connected, and a 45-minute training session on paid plans. Onboarding and professional services are available.
Four sheets of a fictional agency's retainer proposal taking turns at the front behind divider tabs, one for each thing an implementation sets up: the template with its cover, the channel tiers as a price table with monthly fees and add-ons, the scope and revision rounds as a locked block, and the onboarding questionnaire in the Forms block.
A four-week rollout, phase by phase
A sample plan for an agency of five to fifteen people. Each phase says what you bring, what QuoteCloud gives you and when it's done.
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Phase 1, Week 1
Your proposal becomes a template
- You bring
- Your best recent retainer and project proposals, logo and brand colours.
- QuoteCloud gives you
- One free template conversion during the trial, on Essentials, Business or Enterprise.
- Done when
- The retainer template sends a test proposal you'd happily show a client.
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Phase 2, Week 2
Tiers, add-ons and library
- You bring
- Your channel price list, add-ons, onboarding fee, case studies, bios and scope wording.
- QuoteCloud gives you
- Price tables with repeating items saved as library blocks; folders, permissions and, on Business, locked terms.
- Done when
- An account lead builds a proposal from library blocks without retyping a price.
Content locking: Business
Channel scopes -
Phase 3, Week 3
Payments and connections
- You bring
- Your Stripe or PayPal account and admin access to your CRM or Zapier.
- QuoteCloud gives you
- Payment on signing set per template; Pipedrive direct on Business, or HubSpot through Zapier; Xero or QuickBooks.
- Done when
- A test proposal signed and paid shows up in the CRM.
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Phase 4, Week 4
Team trained, first proposals out
- You bring
- The account team, an hour of their time and two live opportunities.
- QuoteCloud gives you
- A 45-minute training session on paid plans, roles and teams set up.
- Done when
- The first two real proposals are sent from the new templates.
Sample planning, not a promise: your timing depends on how many templates and services you have.
Help when you want it
Do it yourself with the free conversion and training, or ask QuoteCloud to do more of it. Paid help is quoted by QuoteCloud.
Free template conversion
One template converted during the trial on Essentials, Business and Enterprise: send your current proposal.
45-minute training
A training session for your team, included on paid plans.
Onboarding services
Guided set-up of templates, library and settings. Onboarding services.
Professional services
More templates converted, integrations and automation built for you. Professional services.
Premium support
A higher level of support once you.re live. Premium support.
Enterprise
Implementation support, custom URL and pricing for larger agencies and groups. Talk to sales.
Your channel tiers, set up once
The heart of an agency rollout is the price list. Ambergrove's five channels at three tiers each, the add-ons and the onboarding fee live in one price table: monthly fees as repeating items over a 12-month term, one-offs as single rows, add-ons as optional rows.
Saved to the content library as a block, it goes into every retainer proposal with the same prices and deliverables. Costs and margins can stay hidden from the client.
- Repeating price items with term and monthly price
- Optional rows for add-ons the client ticks
- Price tables saved as library blocks (Essentials and up)
- Product catalogue with CSV import for longer price lists
Your retainer
| Service | What's included each month | Monthly |
|---|---|---|
| Monthly fees · repeating for 12 months | ||
| SEOGrowth |
|
$2,600/mo |
| Social mediaGrowth |
|
$2,100/mo |
| Paid search & socialGrowth |
|
$1,600/mo |
| EmailFoundation |
|
$750/mo |
| ContentFoundation |
|
$1,100/mo |
| Add-ons Tick to add | ||
| $1,280/mo | ||
| $380/mo | ||
| $2,400 once | ||
| Once, at the start | ||
| Onboarding and strategy workshopQuestionnaire, half-day workshop, access and tracking set-up | $1,800 once | |
- Monthly fees
- $8,530.00/mo + tax
- Once, at the start
- $1,800.00 + tax
- First payment on signingA fixed amount: first month and one-offs, inc tax
- $11,363.00
- Over 12 months, ex tax
- $104,160
Monthly fees are repeating charges shown in the agreement. QuoteCloud takes the first payment on signing; later months are invoiced by your agency.
Start with your own proposal, converted
Free for 14 days, no credit card required. Send us your current proposal and we'll convert one template during the trial.
What an agency gets back once it's live
The same jobs, before and after the rollout. No statistics: just where the work goes.
Implementation questions, answered
How long does it take an agency to set up QuoteCloud?
Many agencies can follow a plan of about four weeks: a template converted in the first week, channel tiers and library content in the second, payments and the CRM in the third, and the team trained with the first proposals out in the fourth. It's sample planning, not a promise; more templates and services take longer.
Will QuoteCloud convert our current proposal?
Yes. One free template conversion is included during the 14-day trial on the Essentials, Business and Enterprise plans. Send your current retainer or project proposal and it comes back as a QuoteCloud template. More conversions, integrations and automation can be done for you through QuoteCloud's professional services, which are quoted separately.
Is training included?
Yes. Paid plans include a 45-minute training session for your team. Onboarding services offer guided set-up of your templates, library and settings, and premium support adds a higher level of support once you.re live. Implementation support is part of the Enterprise plan. Contact QuoteCloud for the price of any paid help.
How do we load our channel tiers and price list?
Build your tiers in a price table, with monthly fees as repeating items, one-offs as single rows and add-ons as optional rows, then save it to the content library as a block. For a longer price list, the product catalogue holds each item with its price and cost and can import them from a CSV file.
Which plan should an agency choose?
Most agencies sending retainers start on 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. Enterprise is priced on request.
More for marketing agencies
Every page of the QuoteCloud marketing services microsite.
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Retainer proposals & scope tiersSEO, social, paid, email and content as good, better and best tiers, with add-ons the client ticks and monthly fees shown in the agreement.Explore
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Brand, website & campaign project proposalsRebrands, website content and launch campaigns as phases with a Gantt, a moodboard and a deposit on signing.Explore
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Ad spend estimates & management feesThe client's media budget shown as their own estimate, apart from your management fee, so nobody mistakes one for the other.Explore
- SEO, social, paid, email & content scopesWhat each channel includes at each tier, written once as reusable scope blocks and dropped into every proposal.
- Case studies, team bios & AI-drafted summariesCase studies, bios and your method as library blocks, and an executive summary the AI Co-Worker helps draft for you to accept.
- Scope of work, deliverables & revision roundsDeliverables, revision rounds and what's out of scope as locked terms, and changes as a revised version the client signs.
- Onboarding questionnaires & client briefsThe brand questionnaire inside the proposal, so the brief arrives with the signature instead of three weeks later.
- Sign-off & the first payment on signingThe marketing lead and finance each sign, and the onboarding fee or first month is paid on signing through Stripe or PayPal.
- Retainer renewals & annual reviewsExpiry dates you see coming, the annual review as a revised proposal, and renewal offers bulk-sent to retainer clients.
- CRM & integrations for agenciesPipedrive direct, HubSpot through Zapier, Make and the API, and Xero or QuickBooks for the invoices you send.
- Marketing proposal templatesReal QuoteCloud templates for agency, SEO, social media, digital marketing, PR, copywriting and logo design proposals.
- FAQAnswers to the questions agencies, studios, PR firms and freelancers ask most.
Live in weeks, the way your agency sells
Free for 14 days. No credit card required.