Project proposals in phases, with the plan on show
Discovery, identity, content and launch as phases with their own subtotals, a moodboard, a Gantt chart and the deposit paid when they sign.
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Brand and creative studios use QuoteCloud for project proposals: phases as price-table sections with subtotals, optional phases the client ticks, a moodboard gallery, the timeline as a Gantt chart (Business), locked deliverables and revision rounds, two owners signing and a deposit on signing via Stripe or PayPal.
A fictional studio's project proposal for Orchard Lane Wines, drawn as four phases sliding onto a 14-week ruler: discovery and strategy ($6,200, weeks 1 to 3), identity and labels ($10,100, weeks 4 to 10), website content ($6,400, weeks 8 to 11) and the optional spring launch, ticked by the client ($4,200, weeks 12 to 14). The total is $29,590.00 including tax, and a stamp shows the 40% deposit of $11,836.00 paid via Stripe.
A website content project, page by page
Ambergrove's proposal to a physiotherapy clinic for the words and pictures on its new website. What the clinic reads, and what each part does in QuoteCloud.
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Account team edits
A cover written for one clinic
The account director opens on Harbourline's own project, from the website content template, with the intro written after the discovery call.
Ambergrove DigitalProject proposal · version 2 AD-P-0436 Sample · fictional businessProject proposal · version 2
Website content for Harbourline Physio
Maya, here's the plan for the new website's words and pictures: interviews with your team, copy for every page in your voice, search titles, and a half day of photography at the clinic.
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Client chooses
Phases with their own subtotals
Discovery, copy, photography and extras as price-table sections. Maya ticked content training for her front desk team; the blog pack is still there if she wants it.
Pricing tablesInvestment by phase
Item Qty Rate Amount 1. Discovery and sitemap $1,600 Discovery interviews and sitemapTwo hours with your team, then a page plan1 $1,600 $1,600.00 2. Copy and search titles $7,020 Website copyHome, services, team, conditions and booking pages14 pages $420 $5,880.00 Search titles and descriptionsOne pair per page14 pages $60 $840.00 Extra round on the home pageAdded in version 2: two hours at $1502 hours $150 $300.00 3. Photography $1,400 Clinic photographyHalf a day: rooms, team and treatments1 $1,400 $1,400.00 4. Extras (optional) Tick to add 1 session $450 $450.00 4 articles $380 $1,520.00 - Subtotal
- $10,470.00
- Tax (10%)
- $1,047.00
- Total
- $11,517.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (50%)
- $5,758.50
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Eight weeks on one chart
Interviews, two rounds of copy, the photography half day and the handover to the clinic's developer as a Gantt chart with milestones.
Gantt charts: Business plan
Project plan
StageW1W2W3W4W5W6W7W8Discovery interviews Week 1 to 1Sitemap agreed Week 2Copy, round 1 Week 2 to 4Photography half day Week 4Copy, round 2 Week 5 to 6Search titles Week 6 to 7Blog launch pack optional Week 7 to 8Handover to your developer Week 8 -
Locked block
Rounds of changes, in writing
Every deliverable with what it includes and how many rounds, plus what's not included. The block is locked, so it reads the same in every proposal. Scope and revision rounds
Content locking: Business plan
Deliverables and revision rounds
Locked blockDeliverable Includes Revisions Sitemap and page plan Every page, its purpose and the questions it answers 1 round Website copy Every page in the sitemap, in your voice, ready for your developer 2 rounds Search titles A title and description for each page 1 round Photography 40 edited images chosen with you 1 selection Not included
- Building or hosting the website
- Stock photography and video
- Translations
Extra rounds are $150 an hour, quoted in a revised version before we start.
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Client signs
Signed, then half paid
Maya signs in her own browser and pays the 50% deposit straight after, through Stripe. The rest is Ambergrove's invoice at handover.
Accept, sign and pay
Dr Maya Osei · Practice principal, Harbourline Physio
Signed online · Thu 15 Oct 2026
Deposit on signing (50%)
$5,758.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Three kinds of project, one way of sending them
A rebrand, a six-week launch and a freelancer's copy job. Different sizes, the same proposal: phases, scope, signature and a deposit.
Moodboard
The estate at golden hour Palette direction: clay, leaf and ink Tasting-room tone Product photography day Notes from the workshop
Deliverables and revision rounds
Locked block| Deliverable | Includes | Revisions |
|---|---|---|
| Brand strategy | A 12-page strategy document and a 1-hour presentation | 1 round |
| Logo and brand system | Two directions, one developed into the final system and guide | 2 rounds |
| Wine labels | Print-ready front and back labels for 3 wines | 2 rounds |
| Website copy | 8 pages, written for your web designer to place | 2 rounds |
Not included
- Printing and label stock
- Building the website
- Ad spend for the launch
Extra rounds are $180 an hour, quoted and approved in a revised version before we start.
A rebrand sold on the look and the limits
Orchard Lane's moodboard sets the direction; the locked scope says what the strategy, logo, labels and copy include and how many rounds each gets.
- Mosaic gallery as a moodboard
- Deliverables and rounds as a locked block
- Extra rounds priced before they start
Content locking: Business plan
Our fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Campaign | $6,480 | ||
Strategy, audiences and tracking set-upDone before launch
|
1 | $1,400 | $1,400.00 |
Ad creativeStatic and carousel ads
|
6 ads | $280 | $1,680.00 |
Campaign managementDaily checks, weekly report and call
|
6 weeks | $300 | $1,800.00 |
Launch landing pageCopy and build on your website
|
1 page | $1,600 | $1,600.00 |
| Add-ons Tick to add | |||
| 1 | $1,280 | $1,280.00 | |
- Subtotal
- $6,480.00
- Tax (10%)
- $648.00
- Total
- $7,128.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (50%)
- $3,564.00
Your ad spend (estimate)
Not in our fees$5,400 over six weeks ·Paid by you directly to the ad platforms
- Social ads$3,600
- Search ads$1,800
Ad spend is your estimate of what the client will pay the ad platforms directly. It isn't part of your fee, isn't in the totals and isn't collected through the proposal. QuoteCloud doesn't connect to ad platforms or pull analytics.
A short campaign with the media budget apart
Strategy, six ads, six weeks of management and a landing page for a new pilates studio. The studio's ad spend sits in its own box, outside the total.
- 50% deposit via PayPal
- Video pack as an option
- Ad spend as the client's estimate
Quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Website copy | $2,880 | ||
Page copyHome, about, services, three project pages · 2 rounds each
|
6 pages | $420 | $2,520.00 |
Page titles and meta descriptionsWritten with the page copy
|
6 pages | $60 | $360.00 |
| Add-ons Tick to add | |||
| 4 posts | $280 | $1,120.00 | |
- Subtotal
- $4,000.00
- Tax (not registered) (0%)
- $0.00
- Total
- $4,000.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (50%)
- $2,000.00
Accept, sign and pay
Lucy Bramble · Principal designer
Signed online · Sat 17 Oct 2026
Deposit on signing (50%)
$2,000.00
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
A freelancer's project quote, signed and half paid
Mae Hollis writes six pages and four blog posts for an interior designer. She isn't registered for tax, so the tax line reads zero, and 50% is paid on signing.
- Per-page pricing with quantities
- Optional blog posts the client ticked
- Deposit via PayPal
Tick the launch, and the plan and the deposit follow
The spring launch is an optional phase. Untick it and the total, the tax and the 40% deposit drop on the page; tick it again and they come back. The Gantt chart underneath shows the launch weeks as optional, so Grace and Tom see what they're adding in time as well as money.
Later stages are not billed by QuoteCloud: only the deposit is paid on signing. The remaining 60% is the studio's own invoice at the milestones written in the proposal.
- Optional phases the client ticks
- Group subtotals, tax and the deposit recalculate
- Gantt chart with milestones and optional bars
Price tables: Essentials and up · Gantt charts: Business
Project plans in QuoteCloudInvestment by phase
| Item | Qty | Rate | Amount |
|---|---|---|---|
| 1. Discovery and strategy | $6,200 | ||
Discovery workshopHalf a day at the cellar door, with your team
|
1 workshop | $2,400 | $2,400.00 |
Brand strategy and positioningAudience, story, tone of voice
|
1 | $3,800 | $3,800.00 |
| 2. Identity and labels | $10,100 | ||
Logo refresh and brand systemLogo, colours, type and a brand guide
|
1 | $6,500 | $6,500.00 |
Wine labelsFront and back label per wine
|
3 wines | $1,200 | $3,600.00 |
| 3. Website content | $6,400 | ||
Website copyHome, story, wines, visit, events and three more
|
8 pages | $450 | $3,600.00 |
Product photography dayBottles, vineyard and tasting room
|
1 day | $2,800 | $2,800.00 |
| 4. Spring launch (optional) Tick to add | |||
| 1 | $4,200 | $4,200.00 | |
| 3 emails | $350 | $1,050.00 | |
- Subtotal
- $26,900.00
- Tax (10%)
- $2,690.00
- Total
- $29,590.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (40%)
- $11,836.00
Project plan
Put your next project plan in front of the client
14 days free, no credit card. Start from a marketing or logo design proposal template.
Paid on signing
Week one is paid for before it starts
Grace signed the rebrand on a Friday morning and paid the 40% deposit on the same page. The discovery workshop is booked, not pencilled in.
From workshop to signed project in five steps
How a studio turns a good first meeting into a proposal with a plan and a deposit.
Start from the project template
One template per offer: rebrand, website content or launch campaign, from your templates.
Price the phases
Add each phase as a price-table section, with optional phases the client can tick.
Show the look and the timing
Add a moodboard gallery and the Gantt chart (Business) for the weeks ahead.
Lock the scope
Drag in the scope and revision rounds block, locked on Business.
Send for signature and deposit
Both owners sign in their own blocks and the deposit is paid by card on signing.
Project proposal questions, answered
Can a project proposal include a timeline?
Yes. On the Business plan add a Gantt chart block with tasks, durations, milestones and optional bars, so the client sees which week each phase runs. On other plans, set out the timing as a table or text in the proposal.
Can clients add an optional phase themselves?
Yes, from the Essentials plan. Put the phase in an optional price-table section. When the client ticks it, the subtotal, tax, total and the deposit on signing update on the page before they sign.
Can we take a deposit when the project is signed?
Yes. Connect Stripe or PayPal and set the payment on signing as a percentage, such as 40%, or a fixed amount. The client pays by card straight after signing. Later stages are your own invoices: QuoteCloud doesn't bill milestones or send payment reminders.
Can we show a moodboard in the proposal?
Yes. Image and gallery blocks are on the Starter plan and up, including a mosaic layout for a moodboard, and the image editor lets you mark up a photo. Proofing and approving artwork files happen outside QuoteCloud.
Can two owners sign the same project proposal?
Yes. Add both as signers; each gets their own signature block and link and doesn't need an account. You can see who has signed and who is still to sign, and the signed proposal carries a Certificate of authenticity.
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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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.Explore
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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.Explore
- SEO, social, paid, email & content scopesWhat each channel includes at each tier, written once as reusable scope blocks and dropped into every proposal.
- 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.
- 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.
- QuoteCloud implementation for agenciesYour proposal converted, channel tiers in the catalogue, case studies in the library and the team trained.
- FAQAnswers to the questions agencies, studios, PR firms and freelancers ask most.
Your next project, planned and paid to start
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