Mobile fleet proposals with plans clients can compare
Lay out plan tiers side by side, price handsets and device management, and let the client set the number of users before they sign.
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- Building QuoteCloud since 2013
QuoteCloud helps mobile resellers send fleet proposals that compare plans side by side as a single choice, price plans and services monthly and handsets once-off, and let the client change quantities you allow. The client signs online and can pay for handsets on signing through Stripe or PayPal.
Last reviewed by the QuoteCloud team
Mobile fleet proposal
5G mobile fleet, 32 users
Prepared for Copperline Builders · 21 October · Valid 21 days
5G plans for your office and site crews, rugged handsets for the field, device management on every phone and one pooled data allowance across the fleet.
Your fleet, priced
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plans | $2,208 | — | |
5G Business 60GBMOB-5G-60 · Per user · change the plan above
|
32 | $2,208 | — |
| Handsets, outright | — | $9,600 | |
5G smartphoneHS-5G-A · Office team
|
24 | — | $5,280 |
Rugged 5G smartphoneHS-5G-R · Drop and water resistant, site crews
|
8 | — | $4,320 |
| Fleet services | $192 | $480 | |
Mobile device managementMDM-DEV · Per device, set up before delivery
|
32 | $192 | — |
Fleet set-up & deliverySET-FLT · Configured, labelled, delivered
|
1 | — | $480 |
| Options Tick to add | |||
International roaming packROAM-PK · For travelling staff
|
4 | $40 | — |
Handset repair coverHS-CARE · Every handset in the fleet
|
32 | $288 | — |
- Monthly recurring
- $2,688/mo
- Once-off
- $10,080
- Total contract value over 24 months
- $74,592
- Handsets & set-up, paid on signing
- $10,080
All prices excluding tax. Plans and services are charged monthly for the contract term.
Accept, sign and pay
Daniel Cho · Operations director, Copperline Builders
Signed online · 22 Oct, 9:40 am
Handsets & set-up, paid on signing
$10,080
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
- Proposal openedDaniel Cho · Copperline Builders
- Rugged handsets: 6 → 8Quantity changed by the client
- Signed onlineCertificate of authenticity attached
- Handsets paidvia PayPal
- Opened
- Term & roaming
- Signed
- Handsets paid
Size the fleet from the client's side
A 32-user fleet for a fictional builder. Pick another plan, change the handset counts or tick roaming: the monthly charge, the once-off handsets and the contract value all update.
Choose your fleet plan 32 users
| Data per user | 20 GB | 60 GB | 150 GB |
|---|---|---|---|
| National calls & texts | Unlimited | Unlimited | Unlimited |
| 5G access | Included | Included | Included |
| Data pooled across the fleet | Included | Included | Included |
| International roaming | –Not included | Add-on | Included |
| Mobile hotspot | Included | Included | Included |
Your fleet, priced
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plans | $2,208 | — | |
5G Business 60GBMOB-5G-60 · Per user · change the plan above
|
$2,208 | — | |
| Handsets, outright | — | $9,600 | |
5G smartphoneHS-5G-A · Office team
|
— | $5,280 | |
Rugged 5G smartphoneHS-5G-R · Drop and water resistant, site crews
|
— | $4,320 | |
| Fleet services | $192 | $480 | |
Mobile device managementMDM-DEV · Per device, set up before delivery
|
32 | $192 | — |
Fleet set-up & deliverySET-FLT · Configured, labelled, delivered
|
1 | — | $480 |
| Options Tick to add | |||
| 4 | $40 | — | |
| 32 | $288 | — | |
- Monthly recurring
- $2,688/mo
- Once-off
- $10,080
- Total contract value over 24 months
- $74,592
- Handsets & set-up, paid on signing
- $10,080
All prices excluding tax. Plans and services are charged monthly for the contract term.
Accept, sign and pay
Daniel Cho · Operations director, Copperline Builders
Signed online · 22 Oct, 9:40 am
Handsets & set-up, paid on signing
$10,080
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Head counts change. The proposal keeps up.
Fleet sizes move while a deal is negotiated: two more site managers, six rugged phones become eight. Switch on Enable Quantity Editing for the lines you choose, or set a product so the recipient can change its quantity, and the client sets the numbers in the proposal itself.
Every change recalculates the monthly charge, the once-off handsets and the contract value, and lands in the document's activity, so your rep sees what moved before the signature instead of re-issuing the quote.
- Quantities the client can change, only on the lines you allow
- A 12 or 24-month term switch with Enable Term Editing
- Optional roaming packs and repair cover the client can tick
- Opened, changed, signed and paid in one activity feed
Price tables: Essentials and up
Keep plan prices in your price bookActivity
- Proposal openedDaniel Cho · Copperline Builders
- Rugged handsets: 6 → 8Quantity changed by the client
- Signed onlineCertificate of authenticity attached
- Handsets paidvia PayPal
What goes into a business mobile proposal
Each part is a QuoteCloud price-table or content feature, set up once in a fleet template.
Plan tiers, compared
Three plans side by side as a single-choice group. The plan the client picks becomes the plan line of the price table, priced per user.
Handsets as once-off charges
Office and rugged handsets sit as one-off rows beside the monthly plans, each with its own SKU, quantity and product image from the catalogue.
Device management per device
Device management is a repeating monthly row per handset, and fleet set-up and delivery is a once-off line, so both are clear before anyone signs.
Add-ons the client can tick
Roaming packs and handset repair cover are optional rows. Ticked add-ons join the monthly total; unticked ones stay visible as an offer.
A 12 or 24-month term
Repeating price items carry the term and the monthly price. Let the client switch terms and the total contract value follows.
Signed with the handsets paid
The client signs online and pays the once-off charges in full, or a percentage or fixed amount, through Stripe or PayPal. How sign and order works.
Send your next fleet proposal this week
Free for 14 days, no credit card required. Start from the Mobile Phone Plan template and add your own plans.
Sample proposal · Copperline Builders
Handsets paid for the moment they sign
Set the payment on signing to the full once-off charges, a percentage or a fixed amount. The client signs, pays for the handsets and set-up through PayPal or Stripe, and the proposal is marked Paid.
Build a fleet proposal from your price book
Set it up once for the sales team; every rep then quotes a fleet in minutes with the same plans and prices.
- 1
Load plans and handsets once
Add plans as recurring products with a billing term in months, and handsets as once-off products with a SKU, cost and images. Import the list from CSV.
- 2
Start from a mobile template
Open the Mobile Phone Plan or Mobile & Internet Bundle template and add your branding.
- 3
Compare the plans
Add the plan tiers as a single-choice group and mark the one you recommend. Its price feeds the plan line.
- 4
Choose what the client can change
Enable quantity editing on plan and handset lines, term editing for 12 or 24 months, and add roaming or repair cover as optional rows.
- 5
Set the payment and send
Connect Stripe or PayPal, set the payment on signing and send one link. The activity shows opens, changes, the signature and the payment.
Mobile and bundle templates to start from
Real QuoteCloud templates for mobile plans, mobile and internet bundles and broadband. Add your plans, handsets and terms.
-
Proposal template
Mobile & Internet Bundle Proposal
Bundled connectivity plans, pricing and savings, laid out clearly for telecom and IT providers.
View template
-
Proposal template
Mobile Phone Plan
Data, call and text packages for postpaid or prepaid mobile services.
View template
-
Proposal template
Broadband Plan
Internet packages, pricing and technical details for residential or business customers.
View template
All telecommunications templates Templates for telecommunications
Mobile fleet proposal questions
Can a mobile proposal compare plans side by side?
Yes. Lay out your plan tiers as a single-choice group in the proposal so the client picks one. In the sample, the chosen plan sets the per-user plan line in the price table and the totals update. Price tables, optional rows and choice groups are on Essentials and above.
Can the client change the number of users or handsets?
Yes, where you allow it. Turn on Enable Quantity Editing in the price table, or set a catalogue product so the recipient can change its quantity. The client adjusts users or handsets in the proposal, the monthly and once-off totals recalculate, and the change shows in the document's activity.
How are handsets priced next to monthly plans?
Handsets bought outright go in as one-off rows, while plans, device management and add-ons are repeating price items with a term and a monthly price. Both sit in the same price table with their own subtotals, so the client sees the monthly charge and the once-off cost separately.
Can the client pay for handsets when they sign?
Yes, on Essentials and above. Set the payment on signing as a percentage or a fixed amount, for example the full once-off charges for handsets and set-up. The client signs and pays through Stripe or PayPal on the same page, and the document is marked Paid. A payment gateway is required.
Does QuoteCloud bill the monthly plan charges or activate services?
No. QuoteCloud prices the fleet, gets it signed and can take an upfront payment. Monthly plan charges are billed from your own billing system, and activating services stays with your carrier processes. Zapier, Make or the QuoteCloud API, from Essentials, can pass the signed order on to those systems.
Are there mobile plan templates to start from?
Yes. QuoteCloud has Mobile Phone Plan, Mobile & Internet Bundle and Broadband Plan templates. Open one, add your branding, plans and handsets from your product catalogue, and save it as your team's fleet template. During the trial QuoteCloud converts one of your existing templates for free on Essentials, Business and Enterprise.
After the fleet proposal
Price it from one book, get it signed and paid, and come back with the next term.
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Price book, catalogue & marginsPlans, hardware and services with SKUs and recurring billing terms, and costs and margins your client never sees.Explore
-
Sign, order & collect upfront chargesLegally binding eSignatures from every signer, and once-off charges paid on signing via Stripe or PayPal.Explore
-
Renewals & re-contractingExpiry dates on every agreement, an Expiring Soon view and new-term offers sent before contracts end.Explore
- Multi-site connectivity proposalsFibre, SD-WAN, voice and Wi-Fi priced site by site, with monthly and once-off totals on one page.
- Managed services & UCaaS agreementsRepeating charges on 24 or 36-month terms, support levels, agreement terms and an expiry date.
- Discount approvals & deal controlApproval rules on discount and deal value, team roles and locked company content and terms.
- CRM, provisioning & billing integrationsOpportunities in from Salesforce or HubSpot; signed orders out to provisioning and billing through Zapier, Make or the API.
- Telco templatesReal QuoteCloud templates for mobile plans, broadband, bundles, network installs and IT services.
- QuoteCloud implementation for telco sales teamsPrice book import, template conversion, CRM set-up, roles, approvals and training for your sales team.
- FAQAnswers to the questions telco and MSP sales teams ask most.
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