Scope and revision rounds the client signs
What each deliverable includes, how many rounds of changes, and what's out of scope, locked in your template and signed with the proposal.
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Agencies put the scope of work, deliverables and revision rounds into QuoteCloud as locked library blocks (content locking, Business), so account managers can't change the wording. When scope changes, Revise Last Version creates an updated proposal before signing, or a new change document after; version history is on Business.
One deliverable from a fictional studio's locked scope, wine labels for three wines with two rounds, moving along a track: the first draft in week 6, round 1 in week 7 with the client's notes, round 2 in week 8 for final tweaks. The client asks in a comment for one more colour on the Rosé, and the fourth station, an extra round, is quoted at 2 hours at $180 and signed as a change before the studio starts it.
Deliverables and rounds, signed with the price
Orchard Lane's proposal says what the strategy, logo, labels and copy include, how many rounds each gets, and what's not included. It's one block from the library, locked, so the account manager can't soften "2 rounds" into "as many as you need".
When Grace asks a question about rounds, she asks it in a comment on the proposal and the studio answers there, before anyone signs.
- Deliverables, includes and rounds as a table
- What's not included, in writing
- Extra rounds priced in the terms
- Comments and replies on the proposal
Content locking: Business plan
Content lockingDeliverables 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.
Notes
- Prices plus tax.
- The spring launch phase is optional: tick it to add it.
- Launch ad spend is your estimate, paid to the platforms by Orchard Lane.
Grace KirkbyCould the labels be ready for the bottling run in week 10?
Tasha NkemeluYes, labels finish in week 10 if we have your feedback on round one by week 8.
Scope written by the studio lead, used by everyone
The scope blocks live in the content library, locked. Account managers assemble the proposal; only the studio lead changes what a deliverable includes.
- Brand strategy · 1 roundScope Locked
- Logo and brand system · 2 roundsScope Locked
- Packaging and labels · 2 roundsScope Locked
- Website copy · 2 roundsScope Locked
- Retainer content · 1 round per batchScope Locked
- Not included and extra roundsTerms Locked
- Change request wordingTerms
- 1Brand strategy Locked block
- 2Logo and brand system Locked block
- 3Wine labelsThree wines Locked block
- 4Website copyEight pages Locked block
- 5Not included, extra rounds Locked block
- 6If the scope changes From library
Locked blocks
Used as written in every proposal.
Business plan
Edit rights
Role permissions decide who can change a scope block.
In every template
Rebrand, website and retainer templates all start with them.
Where agency margins leak, and the line that stops it
Most scope creep isn't a big change. It's a small one nobody priced. What the scope section should say before the client signs.
How many rounds
"2 rounds" per deliverable, and what counts as a round: one set of consolidated feedback.
What's not included
Printing, building the website, ad spend, stock imagery. If it's not listed, say so.
What an extra costs
An hourly rate or a fixed price per extra round, written into the terms.
Where questions go
Comments on the proposal, answered there, so the answer sits beside the scope.
How changes are agreed
A revised version before signing, or a change document after, signed before the work.
Your words, not ours
These are your terms. QuoteCloud sends and signs them; it doesn't count rounds or give legal advice.
Put your revision rounds in writing
14 days free, no credit card. Lock your scope blocks on the Business plan.
A change becomes version 2, not a favour
Maya asked for two more pages and a third round on the home page before she signed. Rina used Revise Last Version: the same proposal with fourteen pages, the search titles to match and an extra round priced at two hours. The locked scope didn't change.
Version 1 and version 2 both stay in the proposal's history, with what changed and the new total. Maya signed version 2 and paid the 50% deposit on the new total.
- Revise Last Version before signing
- A change document after signing, signed in its own right
- Version history with both totals
Version history: Business plan
Change orders in QuoteCloudVersions of AD-P-0436
Version history · Business- v1 Sent · Mon 12 OctRina Takahashi · Opened by Maya; question in a comment $10,131.00inc tax
- v2 Revised, sent and signed · Wed 14 OctRina Takahashi · Revise Last Version: the scope block stays locked; signed by Maya on 15 Oct $11,517.00inc tax
What changed in version 2
| Item | Was | Now | Change |
|---|---|---|---|
| Website copy | 14 pages: hydrotherapy and clinical pilates added | +$840 | |
| Search titles | 14 pages | +$120 | |
| Home page copy | An extra round, quoted at 2 hours × $150 | +$300 | |
| Scope and revision rounds | Unchanged in both versions | None |
Version 1 $10,131.00Version 2 $11,517.00+$1,386.00 inc tax
Both versions stay in the proposal's version history (Business plan). Maya signed version 2; the change amounts are ex tax.
Handle a change request in five steps
From "could we just…" to a priced, signed change, without reopening the whole scope.
Answer in a comment
Reply on the proposal: what the change is, and whether it's in scope.
Price the change
Extra pages or rounds at the rate in your terms, as price-table lines.
Revise or add a change
Before signing, Revise Last Version; after, send a short change document.
Keep the scope locked
The scope block stays as written; only the priced lines change.
Sign before you start
The client signs the new version, and any payment on signing is taken then.
Scope and revision questions, answered
How do we put revision rounds into a proposal?
Write them into the scope: each deliverable, what it includes and how many rounds, plus what an extra round costs. Save it as a block in the content library and, on the Business plan, lock it so the wording is the same in every proposal.
Does QuoteCloud count or track revision rounds?
No. Revision rounds are your terms, written in the proposal the client signs. QuoteCloud doesn't track rounds, manage proofs or approve artwork; those stay in your usual tools. It keeps the signed agreement and its audit trail.
What happens when the client wants to change the scope before signing?
Use Revise Last Version to create an updated proposal with the new or extra items priced, and send it again. On the Business plan, version history keeps both versions so you can see what changed.
What if the scope changes after the proposal is signed?
Send a short change document with the extra work priced, and have the client sign it before you start. It can take its own payment on signing through Stripe or PayPal. The original signed proposal stays as it was.
Can account managers edit the scope wording?
Not if it's locked. Content locking, on the Business plan, lets them use a scope block but not change it. Role permissions decide who can edit the block in the library.
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- Marketing proposal templatesReal QuoteCloud templates for agency, SEO, social media, digital marketing, PR, copywriting and logo design proposals.
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- FAQAnswers to the questions agencies, studios, PR firms and freelancers ask most.
Every round agreed before it starts
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