Recruitment proposal and terms software FAQ

Yes. Put your fee scale in your terms of business, for example 15% under $100,000 rising to 22% from $200,000, each a percentage of first-year base salary. It's a table block in your template, and on the Business plan you can lock it so no consultant changes it by accident.

Yes. Set the options out in your terms, or as a single-choice group in a price table, and the client picks one before signing. The percentages and conditions are your own; QuoteCloud shows them, records the client's choice and collects the signatures.

Yes. Set a payment on signing as a percentage or a fixed amount, paid through Stripe or PayPal on Essentials and up. In a retained search that's the engagement fee. The shortlist and placement fees are invoiced by your agency when each stage is reached; QuoteCloud doesn't bill them.

Write it once as a block in your terms: a free replacement within a period, or a sliding rebate scale. Save it in the content library, lock it on Business, and let the client choose per role. The periods and percentages are your own; QuoteCloud doesn't calculate or pay rebates.

Yes. Use the Discount column on the fee lines, as a percentage or a fixed amount. On the Business plan, an approval workflow can hold any document with a discount over your limit In Review until a director approves it. The client sees the discounted fee in their own copy of the terms.

Put the pay rate and on-costs in a Cost column and the charge rate as the price. Costs and margins are hidden from the client, so they see the role and the hourly charge rate while your team sees the rest. The figures are yours: QuoteCloud doesn't calculate minimum pay rates or on-costs.

No. Timesheets, pay runs and weekly invoices stay in your payroll or back-office system. QuoteCloud carries the rate card the client signs, with the charge rates and terms your invoices then follow. Give each rate card an expiry date so next year's charge rates go to the client for review in good time.

Yes. Every price-table line has its own unit and note, so a nursing rate card can list each role by shift at an hourly rate, and a technology rate card can use day rates. Give each rate card an expiry date for the yearly review.

Yes. Put the set-up fee as one-off rows beside a repeating monthly programme fee, and take part of the set-up fee on signing through Stripe or PayPal. The monthly fee is set out in the proposal and invoiced by your agency each month; QuoteCloud doesn't bill recurring fees.

Yes. Add several signers to one document, each with their own signature block. They sign in their own browser with no account, and you can see who has signed and who hasn't. Every signed document comes with a certificate of authenticity and an audit trail.

QuoteCloud eSignatures are legally binding and eIDAS compliant, with a certificate of authenticity and an audit trail for every signed document. An optional one-time passcode can confirm the signer before they sign. eSignatures are on every plan, including Free. Signers don't need a QuoteCloud account.

Yes, on the Business plan. An approval workflow can trigger on the discount percentage, the total value, the creator's team or role, the template or the customer. The document goes In Review and can't be sent until every approver has approved it.

Yes. A client can sign on your device during a meeting, as well as online in their own browser. Either way the signature is recorded with the document's audit trail and certificate of authenticity. It works for any document, from terms of business to a rate card.