Recruitment proposal software for fees, terms and rate cards
Terms of business with your fee bands and guarantee, retained search proposals with staged fees, and temp rate cards that keep your margin to yourself, signed online by everyone who needs to sign.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud is proposal, terms of business and eSignature software for recruitment agencies. Set fee percentages by salary band, offer contingent, exclusive or retained terms, set out retained fees in stages with the engagement fee paid on signing, and send temp rate cards where the client sees the charge rate while pay rates, on-costs and margin stay hidden.
Sample terms of business from a fictional agency, Ashby Lane Recruitment, for Harbourline Logistics. The placement fee scale has four salary bands: 15% under $100,000, 18% from $100,000, 20% from $150,000 and 22% from $200,000. A Head of Finance on $165,000 falls in the 20% band, a fee of $33,000.00 plus tax; the example then moves to a payroll officer on $85,000 (15%), a senior software engineer on $140,000 (18%) and a chief operating officer on $245,000 (22%). The fee is invoiced by the agency on the start date and nothing is paid on signing. The CFO and the procurement manager have both signed, and the terms expire on 30 June 2027 for the annual review.
One set of terms for every role the client briefs
Your fee scale, written once: a percentage of first-year base salary for each band, how you'll work the role (contingent, exclusive or retained) and the guarantee that comes with it, all in the client's terms of business.
The client's CFO and procurement read the same document, ask their questions in comments, and both sign online. Fees are invoiced by you on the start date, from your own accounts system.
- Fee bands and exclusivity options as a table block, from your template
- Free replacement or a sliding rebate, saved as a locked company block (Business)
- An expiry date on every set of terms, ready for the annual review
eSignatures: every plan · Content locking: Business plan
Terms of business & fee tiersPlacement fees % of first-year base salary, + tax
| Base salary | Fee | On $165,000 |
|---|---|---|
| Up to $99,999 | 15% | – |
| $100,000 – $149,999 | 18% | – |
| $150,000 – $199,999 | 20% | $33,000.00 |
| $200,000 and above | 22% | – |
Head of Finance at $165,000 base falls in the $150,000 – $199,999 band: 20%, a fee of $33,000.00 + tax.
How we work the role
- ContingentBand rateFee payable on the start date. No fee unless we place.
- Exclusive · 4 weeksBand rate − 2 pointsWe work the role alone for 4 weeks; the fee is still payable on the start date.
- Retained search25% flatSenior roles: engagement, shortlist and placement fees, each a share of the estimated fee.
Fees are invoiced by Ashby Lane on the candidate's start date, on 14-day terms. Nothing is payable on signing these terms.
Our guarantee Choose one per role
Free replacement3 months
If your new hire leaves within 3 months of starting, we recruit a replacement at no further fee, once.
Sliding rebate12 weeks
If your new hire leaves within 12 weeks, we credit part of the fee on this scale.
- Weeks 1–475% credited
- Weeks 5–850% credited
- Weeks 9–1225% credited
Applies when
- Fees paid within terms
- The hire leaves for reasons other than redundancy or restructure
- You tell us within 7 days of the last day worked
Build the fee or the rate card. Watch the terms assemble.
Try it with a fictional agency and client. Choose permanent or contract, set the salary, the fee model, a discount or the margin, then send the terms for approval and two signatures.
In QuoteCloud the fee is a price-table line (salary and Percentage columns, or a Formula column on Business) and the pay rate and on-costs sit in a Cost column the client never sees.
- Build
- Approve
- Send
- Signed
Terms of business · FY2027
Permanent recruitment terms
Placement fee % of first-year base salary, + tax
- 15%Under $100k
- 18%$100k–150k
- 20%$150k–200k
- 22%$200k +
| Role | Head of Finance |
|---|---|
| Base salary | $165,000 |
| Fee rate | 20% band rate |
| Placement fee | $33,000.00 |
| Discount 0% | −$0.00 |
| Tax | $3,300.00 |
| Total | $36,300.00 |
Payable when the candidate starts, invoiced by Ashby Lane on 14-day terms. Nothing is paid on signing.
| Stage | Share | Amount |
|---|---|---|
| EngagementOn signing · paid on signing via Stripe | 30% | $10,890.00 |
| ShortlistShortlist presented · invoiced by Ashby Lane | 30% | $10,890.00 |
| PlacementCandidate's start date · invoiced by Ashby Lane | 40% | $14,520.00 |
Guarantee
Free replacement · 3 months If the candidate leaves within 3 months of starting, Ashby Lane recruits a replacement at no further fee, once.
Charge rates per hour, ex tax
Team view · pay rate, on-costs and margin are hidden from the client
| Role | Pay rate | On-costs | Margin | Charge rate |
|---|---|---|---|---|
| Registered nurse · day shiftHealthcare | $56.40 | $12.15 | $10.2813.0% of rate | $78.83 |
| Assistant in nursingHealthcare | $38.10 | $8.21 | $6.9513.0% of rate | $53.26 |
| Contract .NET developerTechnology | $98.00 | $21.12 | $17.8713.0% of rate | $136.99 |
| Civil labourerTrades | $41.50 | $8.94 | $7.5713.0% of rate | $58.01 |
| Site supervisorTrades | $66.00 | $14.22 | $12.0313.0% of rate | $92.25 |
On-costs 21.55% (sample rates): Retirement contributions 12% · Payroll tax 5.45% · Workers' compensation 2.6% · Insurance & admin 1.5%
Approved timesheets are invoiced weekly by Ashby Lane Recruitment at these charge rates.
In Review
Trigger: Discount percentage greater than 10
Approval workflow: Business plan. The terms can't be sent until they're approved.
Accept these terms 2 of 2 signed
- Chloe TanChief financial officer · hiring manager Signed
- Daniel FerrisProcurement manager Signed
Nothing is paid on signing: the fee is invoiced by Ashby Lane Recruitment on the start date.
Certificate of authenticity and audit trail attached
Activity what your team sees
- Sent to Chloe Tan and Daniel Ferris
- Signed by Chloe Tan
- Signed by Daniel Ferris
- Client updated in your CRM or ATS
A demo with fictional data: nothing is sent, signed or charged. The builder on the left is our drawing of the work a consultant does in QuoteCloud's editor: the fee is a price-table line (salary and Percentage columns, or a Formula column on Business) and the pay rate and on-costs sit in a Cost column that recipients never see. The on-cost rates are samples, not advice. Placement fees and temp hours are invoiced by the agency; QuoteCloud takes a payment only on signing.
Anatomy of a retained search proposal
A CFO search for a fictional food manufacturer, read top to bottom. Each part is a QuoteCloud content block from the agency's own template, and not one candidate is in it.
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Consultant edits
Opens on the client's search
The role, the client and how long the proposal is valid, from your retained search template.
Ashby Lane RecruitmentRetained search proposal AL-ES-0412 Sample · fictional businessRetained search proposal
Chief Financial Officer search
A retained search for Bellbrook Foods' next Chief Financial Officer: the brief as we understand it, how we'll search the market, the timetable to a shortlist in six weeks, and the fee in three stages.
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The brief, not the candidates
Your understanding of the role, the market and how you'll search it confidentially. Shortlists go to the client separately, with each candidate's consent. The chief people officer's question is answered under her comment.
Candidate-free client proposalsThe brief, as we understand it
- Chief Financial Officer, reporting to the CEO and the board's audit and risk committee.
- Head office in Northgate, two plants, 1,100 staff; ERP replacement in the next 18 months.
- Estimated base salary $264,000 plus retirement contributions and a short-term incentive.
- A confidential search: we approach people directly and never advertise the role.
- Shortlist presented in week 6, with interview notes and referees, shared separately with each candidate's consent.
Sarah QuinnWill the board meet the shortlist or only the CEO?
Claudia, Ashby LaneBoth: the CEO interviews first, then two directors meet the final two in week 8, as in the timetable.
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Client chooses
The fee, plus options they can tick
The retained fee as a percentage of the estimated base salary, and leadership assessments or a market map as optional rows. Tick one and the total and the engagement fee follow.
Price tables: Essentials and up
Search fee
Item Qty Rate Amount Retained search $66,000 Retained search fee25% of the estimated first-year base salary of $264,000; balanced to the actual salary at placement1 search $66,000 $66,000.00 Options Tick to add 3 candidate $1,200 $3,600.00 1 report $2,800 $2,800.00 - Subtotal
- $69,600.00
- Tax (10%)
- $6,960.00
- Total
- $76,560.00
- Plus, monthly
- $0.00/mo
- Engagement fee on signing (30%)
- $22,968.00
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Locked block
Three stages, one paid today
Engagement, shortlist and placement as shares of the estimated fee. Only the engagement fee is paid online on signing; you invoice the other two as each stage is reached.
Payment on signing: Essentials and up · Content locking: Business
Fee stages Inc tax, on the estimated fee
Stage Share Amount How it's paid EngagementOn signing 30% $22,968.00 Paid on signing via Stripe ShortlistShortlist presented, week 6 30% $22,968.00 Invoiced by Ashby Lane at that stage PlacementCandidate's start date 40% $30,624.00 Invoiced by Ashby Lane at that stage Estimated fee 100% $76,560.00 Only the engagement fee is paid online, on signing. The shortlist and placement fees are invoiced by Ashby Lane when each stage is reached; the placement fee is balanced to the actual base salary.
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A timetable the board can hold you to
Briefing, mapping, approaches, interviews and the shortlist in week 6, as a Gantt chart with milestones.
Gantt charts: Business plan
Search timetable
StageW1W2W3W4W5W6W7W8W9W10Proposal signed Week 1Briefing with CEO & board Week 1 to 2Market mapping Week 2 to 3Direct approaches Week 3 to 5Interviews & assessments Week 4 to 6Shortlist presented Week 7Client interviews Week 7 to 9Offer & references Week 9 to 10Offer accepted Week 10 -
Client signs
CEO and people officer sign
Each signer signs in their own browser with no account, and the engagement fee is paid on the same page. Your team sees every step.
Retained & executive search proposalsAccept the search and pay the engagement fee
2 of 2 signed
- Andrew LimChief executive officer, Bellbrook Foods Signed14 Aug, 4:40 pm
- Sarah QuinnChief people officer, Bellbrook Foods Signed15 Aug, 9:05 am
Engagement fee on signing (30%)
$22,968.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Proposal openedAndrew Lim · Bellbrook Foods
- Leadership assessments ticked+$3,960.00 inc tax
- Signed by bothCEO and chief people officer
- Engagement fee paid$22,968.00 via Stripe
- Search created in your ATSZapier or the QuoteCloud API
Send your next terms of business from QuoteCloud
Free for 14 days, no credit card required. Send us your current terms and we'll convert one template for you during the trial.
Rate cards that show the charge rate, and nothing under it
A temp or contract rate card is pay rate plus on-costs plus your margin. Your team works with all three; the client sees the role and the charge rate per hour.
In QuoteCloud the pay rate and on-costs go in a Cost column, so the margin is worked out for your team and never shown to the client. Weekly hours are invoiced from your payroll or back-office system.
- One rate card per client, with an expiry date for the yearly review
- Two signers: the workforce manager and the director of nursing
- Rates kept as a product catalogue with cost and margin (Essentials and up)
Charge rates Per hour, ex tax
Team view · pay rate, on-costs and margin are hidden from the client
| Role | Pay rate | On-costs | Margin | Charge rate |
|---|---|---|---|---|
| Registered nurseDay shift, Mon–Fri | $56.40 | $12.15 | $10.2813.0% of rate | $78.83/hr |
| Registered nurseNight shift | $64.90 | $13.99 | $11.8313.0% of rate | $90.72/hr |
| Enrolled nurseDay shift, Mon–Fri | $46.20 | $9.96 | $8.4213.0% of rate | $64.58/hr |
| Assistant in nursingAny shift | $38.10 | $8.21 | $7.4113.8% of rate | $53.72/hr |
| Personal care workerCare homes | $36.40 | $7.84 | $7.0813.8% of rate | $51.32/hr |
On-costs 21.55%: Retirement contributions 12% · Payroll tax 5.45% · Workers' compensation 2.6% · Insurance & admin 1.5% (sample rates)
Weekend and public holiday shifts are charged at the rates in Schedule 2. Timesheets are approved weekly and invoiced weekly by Ashby Lane.
Discounts wait for a director. Terms wait for every signer.
When a consultant gives a client more than your discount limit, the terms go In Review for the managing director and finance director, and can't be sent until both approve.
Then the hiring manager and procurement each sign in their own browser, with no account. You see who has signed and who hasn't, and every signature comes with a certificate of authenticity.
- Approval triggers on discount percentage, total value, team, role, template or customer
- Several signers on one document, each with their own block
- Comments and replies in the document, not in an email thread
Approval workflow: Business plan · eSignatures: every plan
Multiple signers & fee-discount approvalsDocument workflow
In ReviewTriggered when Discount percentage greater than 10
- Fiona DelaneyManaging directorApproved
- Anita KovacsFinance directorWaiting
Must be approved by all approvers before it can be sent.
- Approval request sent by Jonah Pierce
- Approved by Fiona Delaney
Approval workflow · Business plan
Accept these terms
1 of 2 signed
- Chloe TanChief financial officer, Harbourline Logistics Signed4 Jun, 10:18 am
- Daniel FerrisProcurement manager, Harbourline Logistics Awaiting signature
Terms summary
- Fees
- 15–22% by band
- Discount
- 15% for FY2027
- Guarantee
- Replacement or rebate
- Expires
- 30 Jun 2027
Certificate of authenticity and audit trail attached
Your annual terms review, from 60 days out
How an agency can run its yearly review of client terms in QuoteCloud. You decide the timing; QuoteCloud gives you the dates, the documents and the signatures.
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60 days
See whose terms end next
Every set of terms carries its expiry date. The Expiring Soon filter lists the clients whose terms end first.
Expiring Soon filter -
45 days
Update the template once
New fee bands, a changed guarantee or new clauses, written once in next year's terms template.
Template -
30 days
Send to the whole client list
Bulk send the new terms as a personalised copy for each client, with their name and contacts filled in.
Bulk send Essentials and up -
14 days
Call the ones who haven't opened
Document tracking shows who has opened their terms, so the follow-up calls go where they count.
Document tracking -
Expiry
Signed for the new year
Finance and procurement sign online before the old terms run out.
eSignature
Nothing renews, reminds or sends by itself: the expiry dates and filter show what's due, and your team sends the new terms. Bulk send has volume-based costs.
Every way an agency sells, in its own document
Permanent terms, a retained search, a temp rate card and an RPO programme: four sample documents from the same fictional agency.
Terms of business
Permanent recruitment terms of business
The fees, guarantee and terms that apply to every permanent role Harbourline Logistics asks Ashby Lane to fill between 1 July 2026 and 30 June 2027, agreed once and signed online by finance and procurement.
Placement fees % of first-year base salary, + tax
| Base salary | Fee | On $165,000 |
|---|---|---|
| Up to $99,999 | 15% | – |
| $100,000 – $149,999 | 18% | – |
| $150,000 – $199,999 | 20% | $33,000.00 |
| $200,000 and above | 22% | – |
Head of Finance at $165,000 base falls in the $150,000 – $199,999 band: 20%, a fee of $33,000.00 + tax.
How we work the role
- ContingentBand rateFee payable on the start date. No fee unless we place.
- Exclusive · 4 weeksBand rate − 2 pointsWe work the role alone for 4 weeks; the fee is still payable on the start date.
- Retained search25% flatSenior roles: engagement, shortlist and placement fees, each a share of the estimated fee.
Fees are invoiced by Ashby Lane on the candidate's start date, on 14-day terms. Nothing is payable on signing these terms.
Contingent or exclusive, by salary band
The client's fee scale, the exclusivity options and when fees are invoiced, in terms both finance and procurement sign.
- Fee % of first-year base salary by band
- Exclusive roles at a lower rate
- No payment on signing: fees are invoiced on the start date
Retained search proposal
Chief Financial Officer search
A retained search for Bellbrook Foods' next Chief Financial Officer: the brief as we understand it, how we'll search the market, the timetable to a shortlist in six weeks, and the fee in three stages.
Search fee
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Retained search | $66,000 | ||
Retained search fee25% of the estimated first-year base salary of $264,000; balanced to the actual salary at placement
|
1 search | $66,000 | $66,000.00 |
| Options Tick to add | |||
| 3 candidate | $1,200 | $3,600.00 | |
| 1 report | $2,800 | $2,800.00 | |
- Subtotal
- $69,600.00
- Tax (10%)
- $6,960.00
- Total
- $76,560.00
- Plus, monthly
- $0.00/mo
- Engagement fee on signing (30%)
- $22,968.00
A retained CFO search in three stages
A quarter of the estimated base salary, leadership assessments the board can add, and the engagement fee paid on signing.
- Optional rows the client ticks
- Engagement fee paid via Stripe or PayPal
- Shortlist and placement fees invoiced by you
Price tables and payments: Essentials and up
Retained & executive search proposals
Temp rate card
Temporary nursing & care staff rate card
Hourly charge rates for agency nurses and care staff at Westvale Private Hospital and both care homes, for shifts booked between 1 July 2026 and 30 June 2027.
Charge rates Per hour, ex tax
| Role | Charge rate |
|---|---|
| Registered nurseDay shift, Mon–Fri | $78.83/hr |
| Registered nurseNight shift | $90.72/hr |
| Enrolled nurseDay shift, Mon–Fri | $64.58/hr |
| Assistant in nursingAny shift | $53.72/hr |
| Personal care workerCare homes | $51.32/hr |
Weekend and public holiday shifts are charged at the rates in Schedule 2. Timesheets are approved weekly and invoiced weekly by Ashby Lane.
Nursing and care staff by the hour
Five roles with their charge rates for a private hospital and two care homes, valid for the financial year.
- Charge rates per hour, ex tax
- Pay rate, on-costs and margin hidden
- Weekly timesheets invoiced by the agency
RPO proposal
Site recruitment programme, 12 months
Ashby Lane runs Corrigan Civil's site recruitment for 12 months: about 60 labourers, plant operators and supervisors for the western corridor projects, from the job ads to the first day on site.
Programme fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Set-up | $24,500 | ||
Programme design & employer brandRole profiles, ads and the hiring process
|
1 lot | $18,000 | $18,000.00 |
Careers page & ATS configurationYour ATS, configured for site roles
|
1 lot | $6,500 | $6,500.00 |
| Programme | $0 | ||
Programme managementDedicated team of two, monthly reporting
|
Monthly | $14,500 | $14,500.00/mo |
- Subtotal
- $24,500.00
- Tax (10%)
- $2,450.00
- Total
- $26,950.00
- Programme management, per month
- $14,500.00/mo
- Set-up fee on signing (50%)
- $13,475.00
Sixty site hires, one programme
A set-up fee, half paid on signing, and a monthly programme management fee for a civil contractor's year of site recruitment.
- Once-off and monthly rows in one table
- Half the set-up fee paid on signing
- Monthly fees invoiced by the agency, not by QuoteCloud
From the client brief to signed terms
Five steps for a new client, with the consultant, the director and the client's finance team in one document.
Start from your terms template
Your fee bands, guarantee and clauses are already in place, converted from your own Word terms.
Set the fee or the rates
Choose the model and the fee for each role, or the charge rates for temps, with your costs in hidden columns.
Clear any discount
A discount over your limit goes In Review for a director first, on the Business plan.
Send one link
The hiring manager and procurement open it on any device and ask their questions in comments.
Signed by both
Each signer signs online; a retained search pays its engagement fee on signing. The terms carry an expiry date for next year.
Signed terms reach your ATS, CRM and accounts
Your ATS connects through Zapier or Make where it has a connector, or the QuoteCloud API, from Essentials. Native CRM and accounting integrations are on Business.
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HubSpotCRM · via Zapier
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SalesforceCRM · opportunities in
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PipedriveCRM · direct
- Zo ZohoCRM · via Zapier
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XeroAccounting · Business or Zapier
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QuickBooks OnlineAccounting · Business or Zapier
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StripeEngagement fees on signing
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PayPalSet-up fees on signing
- Za ZapierYour ATS, where it has a Zapier app
- Mk Make.comScenarios for your ATS or CRM
- API QuoteCloud APIYour ATS, CRM or VMS
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Microsoft TeamsAlerts for document updates, comments and actions
Recruitment templates, ready to make your own
Real QuoteCloud templates for recruitment proposals, HR services and agreements. Open one, add your logo, fee bands and terms, and send.
- Proposal template Recruitment Proposal Company overview, recruitment objectives, services from job profiling to onboarding, pricing and terms. View template
- Proposal template Recruitment Proposal #2 Services, process, pricing and terms for an agency pitching a client. View template
- Proposal template Human Resources Proposal Staffing, recruitment and employee management services for HR consultants and agencies. View template
- Agreement template Consulting Agreement A plain consulting agreement to adapt into your terms of business. View template
- Contract template Temporary Employment Contract Duration, pay, conduct, termination and confidentiality for a fixed-term engagement. View template
All human resources templates Templates for recruitment services
Everything an agency sends, in one place
Terms, retained searches, rate cards, RPO programmes and the way your desks run QuoteCloud.
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Terms of business & fee tiersFee percentages by salary band, exclusivity options and your guarantee in one set of terms the client signs online.Explore
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Retained & executive search proposalsEngagement, shortlist and placement fees set out as stages, with only the engagement fee paid on signing.Explore
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Temp & contract rate cardsPay rate plus on-costs plus margin gives the charge rate. The client sees the charge rate, your team sees the rest.Explore
- Candidate-free client proposalsWin the role or the account with your process, market view and fees, without a single CV in the document.
- RPO & volume hiring proposalsSet-up fee, monthly programme management and a per-hire fee in one programme proposal with a rollout plan.
- Specialist desks: IT, healthcare & tradesOne agency, several desks: each with its own templates, rate cards and wording, all from one content library.
- Replacement guarantees & rebatesFree replacement or a sliding rebate scale, written once, locked, and offered as a choice the client signs.
- Multiple signers & fee-discount approvalsThe hiring manager and procurement both sign, and fee discounts over your limit wait for a director first.
- Annual terms review & bulk sendEvery client's terms carry an expiry date, and next year's terms go to the whole client list in one bulk send.
- ATS, CRM & accounting integrationsSigned terms and won roles reach your ATS, CRM and accounts through Zapier, Make or the API, or native on Business.
- Recruitment templatesReal QuoteCloud templates for recruitment proposals, HR services, consulting agreements and temporary contracts.
- QuoteCloud implementation for agenciesYour terms converted, fee bands and rate cards set up, signers, approvals, integrations and your consultants trained.
- FAQAnswers to the questions recruitment agencies and search firms ask most.
Recruitment proposal questions, answered
What is QuoteCloud for recruitment agencies?
QuoteCloud is proposal, terms of business and eSignature software for permanent and contract recruiters, executive search firms, labour hire and RPO providers. You build terms with fee bands, retained search proposals, temp rate cards and client proposals from your own templates, and clients choose options, sign online and can pay on signing.
Can I set placement fees as a percentage of salary by band?
Yes. Put your fee scale in the terms as a table, and price each role as a price-table line with the salary and a Percentage column, or a Formula column on the Business plan. Offer contingent, exclusive or retained terms as options, and the totals and tax calculate in the document. Price tables are on Essentials and above.
Can a retained search fee be paid in stages?
QuoteCloud takes one payment on signing, as a percentage or a fixed amount, through Stripe or PayPal. Set out the engagement, shortlist and placement stages in the proposal, take the engagement fee on signing, and invoice the shortlist and placement fees from your accounts system as each stage is reached. Instalments are not taken automatically.
Can I hide pay rates, on-costs and margin from the client on a rate card?
Yes. Costs and margins are hidden from the client: put the pay rate and on-costs in the Cost column and the client sees the charge rate only, while your team sees the margin. QuoteCloud doesn't calculate minimum pay rates or on-costs; you set them from your own figures.
Do client proposals include candidate details?
They don't need to. Most agencies keep proposals and terms candidate-free: the brief, the market, the process, the fees and the guarantee. Shortlists and CVs stay in your ATS and go to the client separately, with each candidate's consent. QuoteCloud is not an ATS and doesn't process candidate data.
Can the hiring manager and procurement both sign?
Yes. Add several signers to one document; each gets their own signature block and signs in their own browser with no account, on a computer, tablet or phone. Every signed document comes with a certificate of authenticity and an audit trail. eSignatures are included on every plan.
Can fee discounts go to a director for approval?
Yes, on the Business plan. Set a workflow trigger such as a discount percentage greater than 10, or a total value, team, role, template or customer. The document goes In Review and can't be sent until the approvers approve it.
Does QuoteCloud invoice placements or connect to my ATS?
QuoteCloud doesn't invoice placements or timesheets. Signed documents reach your ATS or CRM through Zapier or Make where it has a connector, or the QuoteCloud API, from Essentials, with per-document fees for API and Zapier creation. Xero and QuickBooks are native on Business, otherwise via Zapier.
Is there a free trial?
Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates, such as your terms of business, for free on Essentials, Business and Enterprise, and paid plans include a 45-minute training session.
Your next terms of business, signed by everyone who signs
Free for 14 days. No credit card required.