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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.

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

Sample mobile fleet proposal from a fictional provider, Tallwire Communications, for Copperline Builders: 32 users on a 5G business plan, office and rugged handsets bought outright, device management on every phone. The client opens it, switches the term from 12 to 24 months and adds an international roaming pack, so the monthly charge and the contract value update, then signs online and pays for the handsets and set-up through PayPal.

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.

Tallwire CommunicationsMobile fleet proposal TW-3122 Sample · fictional business

Choose your fleet plan 32 users

Data per user20 GB60 GB150 GB
National calls & textsUnlimitedUnlimitedUnlimited
5G accessIncludedIncludedIncluded
Data pooled across the fleetIncludedIncludedIncluded
International roamingNot includedAdd-onIncluded
Mobile hotspotIncludedIncludedIncluded

Your fleet, priced

ItemQtyMonthlyOnce-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
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 book
Document activityTallwire Communications Sample data

Activity

  1. Proposal openedDaniel Cho · Copperline Builders
  2. Rugged handsets: 6 → 8Quantity changed by the client
  3. Signed onlineCertificate of authenticity attached
  4. 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.

$10,080 Paid on signing in the sample: 24 office and 8 rugged handsets plus fleet set-up, through PayPal

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 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.

More telco questions

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