Fee proposals and engagement letters clients sign together
Set out your services, the initial advice fee and the ongoing service fee in one document, collect the fact-find inside it, and have both partners sign online.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud is proposal and eSignature software for financial planners, advisers, wealth managers, mortgage brokers and paraplanners. Send your own service and fee proposals, engagement letters and renewals from templates, with the scope, the fees and a fact-find in one document. Every client signs online and the initial fee can be paid on signing.
A sample service and fee proposal from a fictional advice firm, Ferrowby Advice & Lending, for Tom and Alicia Brennan. The scope ticks in line by line: retirement planning, pension savings, personal insurance and cash flow. The fees follow: $3,630.00 once-off including tax, and an ongoing service fee of $275 a month shown in the agreement as a repeating charge. In front, the fact-find card with their answers and a note that identity documents come through the firm's secure process, and the signing card where Tom and Alicia both sign and $1,815.00 is paid on signing via Stripe.
Every document in a client relationship, and the ones that stay yours
QuoteCloud sends the firm's own engagement and fee documents. Your advice documents and credit documents are still prepared in your own systems.
Sent from QuoteCloudPrepared in your own advice or credit systems
-
Before the first meeting
Fact-find
Questions answered inside a document your client opens on their phone. Identity documents go through your secure process.
Forms block · Business -
After the first meeting
Service & fee proposal
The scope, the initial advice fee and the ongoing service options, with an expiry date.
Price tables · Essentials -
To go ahead
Engagement letter & signatures
Your engagement wording, locked, signed by both partners or every trustee.
eSignatures · every plan -
The advice
Your advice document
Prepared in your planning software and signed off by your adviser. QuoteCloud doesn't write or check it.
Prepared in your own advice or credit systems -
Once the advice is in place
Ongoing fee arrangement
The service and the fee per month, shown in the agreement and invoiced by you.
Repeating price item -
Before the renewal date
Renewal, a new version
Found with the Expiring Soon filter and sent as a new version to sign. Nothing renews by itself.
Expiring Soon · bulk send
Brokers follow the same path: a broker service proposal with the loan options you type in, then the lender's and your own credit documents, prepared outside QuoteCloud.
Try it: build a fee proposal, then sign it as the clients
Choose the service and the scope, and the fee summary follows, with the ongoing fee as a repeating charge. Then tick the acknowledgement and sign as each partner.
Signed by 2 of 2 · paid on signing
From template · Advice Fee Proposal
Our advice services and fees
Prepared for Tom & Alicia Brennan by Nadia Kerrow · Valid for 30 days
What our advice will cover
- Retirement planning
- Pension review (two funds)
- Personal insurance review
- Home loan and debt structure
Not included
- Tax returns and tax advice (your accountant)
- Wills and legal documents (your solicitor)
Your advice itself will be set out in a separate advice document from Nadia Kerrow. This proposal covers our services and fees, and is not advice.
Your fees incl. tax
| Fee | Amount |
|---|---|
| Once-off | |
| Initial advice feeReviewing your fact-find, research and your advice document, presented in a meeting | $3,300.00 |
| Home loan and debt structure | $330.00 |
| Ongoing Repeating · per month | |
| Ongoing service · StandardAnnual review meeting and two check-ins a year | $275.00/mo |
- Once-off fees
- $3,630.00
- Includes tax of
- $330.00
- Ongoing service fee, per month
- $275.00/mo
- Ongoing fees over 12 months
- $3,300.00
- Paid on signing
- $1,815.00
The ongoing fee is shown in this agreement and invoiced by Ferrowby Advice & Lending. QuoteCloud doesn't bill it.
Fact-find and acknowledgement
Locked wording · your team can't edit it
- We have given our details for the fact-find, and will send identity documents and account numbers through Ferrowby's secure process.
- We have read the services and fees in this document.
2 of 2 signed
- Tom BrennanClient Signed
- Alicia BrennanClient Signed
Paid on signing$1,815.00Paid via Stripe
Certificate of authenticity and audit trail attached
Activity
- Signed by Tom and AliciaCertificate of authenticity attached
- Paid on signing$1,815.00 via Stripe, to your firm's account
- Client record updatedIn your CRM, through Zapier
A demo with a fictional firm and fictional fees: nothing is sent, stored or charged. In QuoteCloud your team creates the document from the template for that service, adds the scope and fee lines, sets the ongoing fee as a repeating price item (shown in the agreement; you invoice it, QuoteCloud doesn't bill it), adds the recipients and sets the payment on signing (payments: Essentials and up). Fees paid on signing go to your own Stripe or PayPal account: check the rules that apply to your firm first. The acknowledgement uses the Forms block and locked wording (Business plan).
From first meeting to a signed engagement in five steps
What happens between your first meeting and the moment both clients have signed and the initial fee is paid.
Fact-find
Send the fact-find as a document, or create it from your CRM through Zapier or the API.
Scope and fees
Start from your fee proposal template. Tick the scope, add the initial advice fee and the ongoing service options.
Your wording
Add your engagement terms and acknowledgements as locked blocks, and set an expiry date on the proposal.
Every client signs
Both partners, or every trustee, sign in their own browser with no account. Add a one-time passcode if you like.
Fee paid, record updated
Take the initial fee on signing to your own Stripe or PayPal account, and update your CRM through Zapier.
Five documents advice and broking firms send
Each from its own template, each with the blocks that kind of work needs. Sample documents with fictional firms, lenders and figures.
Loan options to compare
$620,000 owner-occupied loan · 30 years · principal and interest
| Lender and loan | Interest rate | Repayment | Fees | Features |
|---|---|---|---|---|
| Corvale BankBasic variable | 6.04% p.a. variable | $3,733 a month | No application or annual fee | Redraw |
| Ambrook MutualVariable with offset Mei and Daniel chose | 6.19% p.a. variable | $3,793 a month | $395 annual package fee | 100% offset account, redraw |
| Halsey Street Lending2-year fixed | 5.89% p.a. fixed for 2 years | $3,674 a month | $300 establishment fee | Limited extra repayments |
Typed in by James Taufa from each lender's information on Thu 22 Oct 2026. Sample figures and fictional lenders. Not live rates: QuoteCloud does not calculate or update them.
How we're paid
Locked wording · your team can't edit it
- Our broker service fee
- $0
- Commission
- We may receive commission from the lender you choose. The amounts are set out in our credit documents before you apply.
- Lender fees
- Shown with each loan option above, and set by the lender.
Our standard wording, in a locked block. Your broker's credit documents are provided separately.
Go ahead with our service
2 of 2 signed
- Mei HarcourtBorrower SignedSat 24 Oct, 10:15 am
- Daniel HarcourtBorrower SignedSat 24 Oct, 10:21 am
Your choice
- Loan option
- Ambrook Mutual, variable with offset
- Our fee
- $0
- Next step
- Pre-approval application
Certificate of authenticity and audit trail attached
A broker service proposal with the loans you compared
Three loan options in a table James typed in from each lender's information, the one Mei and Daniel chose marked, and the firm's fee and commission wording in a locked block. Both borrowers sign.
- Loan options typed by the broker
- Fee and commission wording, locked
- Both borrowers sign online
Content locking: Business plan
Mortgage broker service proposalsTerm options and repayment estimates
Equipment finance · $185,000 excavator (ex tax) · sample figures
-
36 months
$5,836 a month
- Rate
- 8.45% p.a.
- Balloon
- None
-
Chosen
48 months
$4,556 a month
- Rate
- 8.45% p.a.
- Balloon
- None
-
60 months
$3,294 a month
- Rate
- 8.45% p.a.
- Balloon
- $37,000 (20%)
Estimates typed in by Leon Okoye from the lender's quote on Thu 22 Oct 2026. They are not an offer of finance; the lender's documents set the final figures. QuoteCloud does not calculate repayments.
Choose a term and go ahead
1 of 2 signed
- Ben RuddockDirector SignedFri 23 Oct, 6:05 am
- Kara RuddockDirector Awaiting signature
Your choice
- Finance
- $185,000 over 48 months
- Repayment estimate
- $4,556 a month
- Next step
- The lender's documents to sign
Certificate of authenticity and audit trail attached
An excavator finance quote with three terms
36, 48 or 60 months with the repayment estimates Leon typed from the lender's quote, the chosen term marked, and both directors of the company signing. One has signed, one is still to sign.
- Repayment estimates as content
- Two directors sign the same quote
- The lender's documents follow separately
Terms of engagement
- Who we act forTom Brennan and Alicia Brennan, jointly. We'll ask before acting on an instruction from only one of you.
- What we'll doPrepare and present the advice in the scope of our fee proposal FA-A-2611.
- FeesAs set out in the fee proposal. Half is paid on signing; the rest when your advice is presented.
- Your informationWe collect identity documents, tax ID numbers and account details through our secure process, never in a document.
- Ending the engagementEither of us can end it by writing to the other. Work already done is charged as set out in the fee proposal.
- Concerns and complaintsTell Nadia or our director, Andrew Moffat. Our complaints process is on our website.
Your acknowledgement
Locked wording · your team can't edit it
- We have read these terms with the fee proposal.
- We understand Ferrowby acts for both of us jointly.
Agree and sign
2 of 2 signed
- Tom BrennanClient SignedFri 23 Oct, 7:44 pm
- Alicia BrennanClient SignedFri 23 Oct, 7:51 pm
Certificate of authenticity and audit trail attached
An engagement letter in your firm's own wording
Who you act for, what you'll do, the fees, privacy and complaints, in clauses your team can't edit, acknowledged and signed by Tom and Alicia.
- Engagement terms as locked blocks
- Acknowledgements the clients tick
- Signed by both partners
Content locking and the Forms block: Business plan
Engagement letters & termsYour fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Initial advice | $4,000 | ||
Initial advice fee · trust investmentsReview of the trust deed summary from your accountant, research and advice document
|
1 fee | $4,000 | $4,000.00 |
- Subtotal
- $4,000.00
- Tax (10%)
- $400.00
- Total
- $4,400.00
- Plus, monthly
- $0.00/mo
- Paid on signing (50%)
- $2,200.00
Accept, sign and start
2 of 2 signed
- Peter HallettDirector, Hallett Holdings Ltd (trustee) SignedTue 20 Oct, 3:10 pm
- Jo HallettDirector, Hallett Holdings Ltd (trustee) SignedWed 21 Oct, 8:36 am
Paid on signing (50%)
$2,200.00
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
A fee proposal for a family trust
Advice to the corporate trustee on the trust's investments, half the fee paid on signing through PayPal, and both directors of the trustee company signing.
- Every director of the trustee signs
- Half the fee paid on signing
- No signing order to manage
A typical month
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Advice documents, prepared for your adviser to review | $8,960 | ||
Single-strategy advice documentPrepared from your file notes, 5 working days
|
4 document | $950 | $3,800.00 |
Multi-strategy advice documentPensions, insurance and retirement, 8 working days
|
2 document | $1,800 | $3,600.00 |
Advice updateFor a review or a small change, 2 working days
|
6 document | $260 | $1,560.00 |
| Research Tick to add | |||
| 2 report | $180 | $360.00 | |
- Subtotal
- $9,320.00
- Tax (10%)
- $932.00
- Total
- $10,252.00
- Plus, monthly
- $0.00/mo
Accept and sign
Andrew Moffat · Director, Ferrowby Advice & Lending
Signed online · Tue 20 Oct, 9:30 am
Agreed
- Pricing
- Per piece of work, as above
- Invoicing
- Monthly, by Clearline
- Your adviser
- Reviews and signs off every document
Certificate of authenticity and audit trail attached
A paraplanning services quote to an advice firm
Clearline Paraplanning prices each piece of work for Ferrowby's two advisers: single and multi-strategy advice documents, advice updates and optional research. The director signs.
- A price per piece of work
- Optional research the firm ticks
- Signed by the firm's director
Send your next fee proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your current fee proposal or engagement letter and we'll convert one template for you during the trial.
One fee proposal, from scope to signatures
Tom and Alicia's proposal, read top to bottom. Every part is a QuoteCloud content block from the firm's fee proposal template.
-
Open on the clients and the expiry date
Their names, the date it was prepared and the date the proposal expires, from the firm's own template.
Mortgage & financial templatesFerrowby Advice & LendingService & fee proposal FA-A-2611 Sample · fictional firmService & fee proposal
Our advice services and fees
Thank you for meeting Nadia on Tue 13 Oct. This proposal sets out the advice we'll prepare for you, what it covers and what it doesn't, and our fees. Your advice itself will be in a separate document from Nadia.
-
Adviser edits
What the advice covers, and what it doesn't
The scope agreed at the first meeting, what's left to the accountant and the solicitor, and the plain statement that the advice itself is a separate document.
What our advice will cover
Included
- Retirement planning: when and how you might stop full-time work
- Pensions: a review of your two funds
- Personal insurance: a review of your current cover
- Cash flow: what you spend now and after you stop work
Not included
- Tax returns and tax advice (your accountant)
- Wills and legal documents (your solicitor)
- Home lending (our broking team can quote this separately)
Your advice will be set out in a separate advice document prepared and signed off by Nadia Kerrow. This proposal covers our services and fees only, and is not advice.
-
Clients choose
Fees the clients can read
The initial advice fee, an optional debt structure review they ticked, tax and half paid on signing. The ongoing fee sits below as a repeating charge per month.
Price tables and payments: Essentials and up
Advice service & fee proposalsYour fees
Item Qty Rate Amount Initial advice $3,000 Initial advice feeReviewing your fact-find, research and your advice document, presented in a meeting1 fee $3,000 $3,000.00 Add to your advice Tick to add 1 fee $300 $300.00 1 fee $300 $300.00 Ongoing service $0 Ongoing service · StandardShown in this agreement, invoiced by Ferrowby each monthMonthly $275 $275.00/mo - Subtotal
- $3,300.00
- Tax (10%)
- $330.00
- Total
- $3,630.00
- Ongoing service fee, per month
- $275.00/mo
- Paid on signing to start your advice (50%)
- $1,815.00
-
The ongoing fee arrangement, in writing
The service, the fee per month and per year, the start and the renewal date. Ferrowby invoices the fee; QuoteCloud only shows it, and nothing renews by itself.
Ongoing fee arrangement renewalsYour ongoing fee arrangement
Repeating chargeStandard
$275 a month incl. tax
$3,300 over 12 months
- A review meeting each year
- Two check-ins a year by phone or video
- Questions by email or phone, any time
- Starts
- From the month your advice is in place
- Term
- 12 months
- Renewal
- Renewal date: 12 months from the start
Invoiced by Ferrowby each month. QuoteCloud shows this fee in your agreement; it doesn't bill it.
Ongoing fee arrangements may need renewing under the rules that apply to your adviser. Before the renewal date we'll send you a new version to read and sign. Nothing renews by itself, and you can end the service at any time by telling us.
-
Clients fill in
The fact-find, answered in the same document
Alicia answered the questions before Nadia prepared the advice. Identity documents, tax ID numbers and account numbers are kept out of it and collected through the firm's secure process.
Forms block: Business plan
Client fact-finds inside the documentYour details for Nadia
Forms blockFact-find · answered in this document before Nadia prepares your advice
Who is the advice for?Tom and AliciaWhen would you like to stop full-time work?Around 60Your main goalsPay off the home loan, help our daughter through university, travel more once we stop workYour accountantLedgerline AdvisoryPension funds and insurance policiesTwo pension funds, one life policy: statements sent through the secure processTax ID numbers, identity documents, account and policy numbers: please don't type them here. We collect them through our secure process.
Submitted by Alicia Brennan · Tue 20 Oct
-
Questions answered in the document
Alicia asked for the yearly review to be after tax time, and Nadia replied in the same comment thread.
Notes from our meeting
- You'd like to stop full-time work around 60, Alicia possibly a little earlier.
- Your daughter starts university in 2028.
- You'd like the home loan looked at as part of the advice.
Alicia BrennanCould our yearly review be in March, after tax time?
Nadia KerrowYes, we'll book it for March each year.
-
Locked block
Acknowledgements in your own wording
The firm's acknowledgements in a locked block your team can't edit, ticked by the clients before they sign.
Content locking and the Forms block: Business plan
Engagement letters & termsBefore you sign
Locked wording · your team can't edit it
- We have read the services and fees in this proposal.
- We understand our advice will be in a separate document from Nadia, and nothing in this proposal is advice.
- We understand the ongoing service fee is set out in this agreement and we can end the service at any time by telling Ferrowby.
- We have given our details for the fact-find and will send identity documents through Ferrowby's secure process.
-
Both partners sign, the fee is paid
Tom and Alicia each sign in their own browser, and half the once-off fees is paid through the firm's own Stripe account.
Couples, trustees & multiple signersAccept, sign and start
2 of 2 signed
- Tom BrennanClient SignedFri 23 Oct, 7:42 pm
- Alicia BrennanClient SignedFri 23 Oct, 7:49 pm
Paid on signing to start your advice (50%)
$1,815.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
-
What your team sees
Opened, the fact-find submitted, an option added, signed by both, paid, and the client record updated in your CRM through Zapier.
CRM, planning software & aggregator connectionsActivity
- Proposal openedAlicia Brennan, on her phone
- Fact-find submittedForms block · Form Submitted on Document
- Debt structure added+$330.00 incl. tax
- Signed by Tom and AliciaCertificate of authenticity attached
- Paid on signing$1,815.00 via Stripe
- Client record updatedIn your CRM, through Zapier
A fee discount over your limit is approved before it's sent
Set a rule once: a proposal with a discount over 10%, or a total over your limit, goes to a director before the client sees it. Nadia's 15% referral discount for the Whitlams is In Review until Andrew approves or declines it.
Small proposals go straight out. Large or discounted ones get a second look.
- Triggers on discount percentage or total value
- Approve or decline in the document workflow panel
- The status shows In Review until it's decided
Approval workflow: Business plan
Fee discount approvalsYour fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Initial advice | $2,550 | ||
Initial advice feeRetirement, pension and insurance review
|
1 fee | $3,000 | $3,000.00 |
Referral discount (15%)Referred by an existing client
|
1 discount | -$450 | -$450.00 |
- Subtotal
- $2,550.00
- Tax (10%)
- $255.00
- Total
- $2,805.00
- Plus, monthly
- $0.00/mo
Document workflow
In ReviewTriggered when Discount Percentage greater than 10%
- Andrew MoffatDirectorWaiting
Must be approved by all approvers. Any rejection returns it to Nadia.
- Approval requested by Nadia Kerrow · Wed 21 Oct, 4:12 pm
- Waiting for Andrew Moffat
Approval workflow · Business plan
Ongoing fee renewals your team sees coming
Ongoing fee arrangements may need renewing under the rules that apply to your firm. This is a sample process your team runs, using QuoteCloud features at each stage.
-
60 days
Find what's due
Each agreement's renewal date is its expiry date, so the Expiring Soon filter lists every arrangement due in the weeks ahead.
Expiring Soon filter -
45 days
Send the new version
A renewal agreement for each client, bulk-sent from one template as personalised copies with their own fee and service.
Bulk send · Essentials -
30 days
Answer questions
Clients ask in comments on the agreement and your adviser replies there. You can see who has opened theirs.
Comments and tracking -
14 days
Follow up
Your team calls the clients who haven't signed yet. QuoteCloud doesn't send reminders for you.
Your team -
Renewal date
Signed, or ended
Signed by both partners, or the service ends. Nothing renews by itself, and QuoteCloud never bills the fee.
Every signer
A sample timeline, not regulatory guidance. Check the rules and timeframes that apply to your firm.
This month's renewals in one list, then sent in one go
Filter your documents by Expiring Soon to see every ongoing fee arrangement approaching its renewal date, then bulk-send the renewal agreement to each client as their own copy.
Each copy is a new version they read and sign. Margaret has signed; Ian's signature is still to come.
- Expiry dates and the Expiring Soon filter
- Bulk send, from the Essentials plan (volume-based costs)
- A new version to sign, never an automatic renewal
5 ongoing fee arrangements reach their renewal date in the next 45 days
- Ongoing service · renewalMargaret & Ian Pettigrew · FA-R-1874 Expires Mon 30 Novin 39 days 1 of 2 signed
- Ongoing service · renewalRobert Nyhan · FA-R-1861 Expires Wed 4 Novin 13 days Opened
- Ongoing service · renewalLucy & Evan Marsden · FA-R-1866 Expires Mon 9 Novin 18 days Sent
- Ongoing service · renewalHelen Achebe · FA-R-1870 Expires Fri 20 Novin 29 days Sent
- Ongoing service · renewalThe Fairweather Family · FA-R-1879 Expires Fri 4 Decin 43 days Draft
Built for the way each firm takes on a client
The same proposals, engagement letters, fact-finds and signatures, set up around the work you do.
Financial planners & advisers
Service and fee proposals with the initial advice fee and ongoing service options, and engagement letters both partners sign.
Advice service & fee proposalsWealth managers
Ongoing service agreements, renewals sent as new versions and trustee or company clients with several signers.
Ongoing fee arrangement renewalsMortgage brokers
Broker service proposals with the loan options you type in and your fee and commission wording, signed by every borrower.
Mortgage broker service proposalsAsset & commercial finance brokers
Equipment, vehicle and commercial finance quotes with term options and your repayment estimates, signed by each director.
Asset & commercial finance quotesParaplanning & support services
Quotes to advice firms with a price per piece of work, optional research and your terms.
Paraplanning & outsourced services quotesPractice principals
Fee discounts over your limit approved before they're sent, and your wording locked in every template.
Fee discount approvals
Working alongside your clients' accountants
Many clients have an adviser and an accountant. The documents each sends are different, so each has its own QuoteCloud microsite.
Advice and broking firmsThis microsite
Accounting practicesThe accounting microsite
Firms that offer both advice and accounting can keep separate templates, teams and Stripe accounts in one QuoteCloud account: each team can connect its own Stripe account.
Connected to your CRM, planning software and aggregator
Your CRM, planning software and aggregator platform connect through Zapier, Make or the QuoteCloud API from the Essentials plan, where they have a connector or an API. Pipedrive and Xero are native on Business, or through Zapier.
- API QuoteCloud APIYour CRM or aggregator platform
- Za ZapierSigned proposals to your other apps
- Mk Make.comScenarios for your workflow
- PS Your planning softwareThrough Zapier, Make or the API
- AG Your aggregator platformThrough Zapier, Make or the API
- SF SalesforceCRM · Zapier or Sync add-on
-
HubSpotCRM · via Zapier
- Pd PipedriveCRM · native on Business
- Zo Zoho CRMCRM · via Zapier
-
XeroAccounting · native on Business, otherwise via Zapier
-
QuickBooks OnlineAccounting · native on Business, otherwise via Zapier
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StripeFees paid on signing
-
PayPalFees paid on signing
- Sl SlackAlerts for document updates, comments and actions
How advice and broking firms connect QuoteCloud All integrations
Templates to start from
Real QuoteCloud templates for mortgage services, loans and funding, plus a consultative quote that makes a good fee proposal. Open one, add your fees and wording, and send.
- Proposal template Mortgage Services Sales Proposal Template Present your broking services, how you work and your fees, for mortgage brokers. View template
- Proposal template Bank Loan Proposal Template Loan amount, repayment terms, security and forecasts, for business borrowers and commercial brokers. View template
- Quote template Warm Consultative Sales Quote A warm, personal layout for your services, fees and next steps: a starting point for an advice fee proposal. View template
- Proposal template Financial Funding Proposal Template A project, its budget, goals and funding needs, presented to lenders or investors. View template
Browse the template library Templates for mortgage & financial planning
Everything an advice or broking firm sends
From the fact-find to the renewal, for planners, advisers, wealth managers, brokers and paraplanners.
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Advice service & fee proposalsYour scope of service, the initial advice fee and the ongoing service fee options, in one proposal the client signs before the advice starts.Explore
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Mortgage broker service proposalsYour service, a lender comparison you type in and your fee and commission wording, accepted and signed by every borrower.Explore
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Ongoing fee arrangement renewalsRenewal dates as expiry dates, the Expiring Soon filter, a new version to sign and bulk send for the clients due this month.Explore
- Engagement letters & termsYour firm's engagement wording in locked blocks, the services and fees beside it, signed online by every client.
- Client fact-finds inside the documentThe Forms block collects the details your adviser needs in the same document the client signs. Identity documents stay in your secure process.
- Couples, trustees & multiple signersBoth partners, every trustee or each company director signs the same document, in their own browser, with no account.
- Paraplanning & outsourced services quotesParaplanning and support businesses quoting advice firms: a price per piece of work, monthly capacity and terms, signed by the principal.
- Asset & commercial finance quotesEquipment, vehicle and commercial finance quotes with the term options and repayment estimates you type, signed by each director.
- Fee discount approvalsA proposal with a fee discount over your limit goes to a principal to approve before the client sees it (Business plan).
- CRM, planning software & aggregator connectionsSigned proposals to your CRM, planning software or aggregator platform through Zapier, Make or the QuoteCloud API.
- Mortgage & financial templatesReal QuoteCloud templates for mortgage services, loan and funding proposals, made into your own fee and engagement documents.
- QuoteCloud implementation for advice & broking firmsFee proposal and engagement templates converted, your wording locked, Stripe or PayPal connected and the team trained.
- FAQAnswers to the questions planners, advisers, brokers and paraplanners ask most.
Questions from advisers and brokers, answered
What is QuoteCloud for financial planners and mortgage brokers?
QuoteCloud is proposal, agreement and eSignature software for financial planners, advisers, wealth managers, mortgage brokers, asset finance brokers and paraplanning services. You send your own service and fee proposals, engagement letters and renewal agreements from templates, with the scope, fees, a fact-find and your wording in one branded document that every client signs online.
Does QuoteCloud create regulated advice documents or credit disclosures?
No. QuoteCloud sends your firm's engagement and fee documents: proposals, engagement letters, ongoing service agreements and renewals. Advice documents and credit documents are prepared in your own planning or credit systems and signed off by your adviser or broker. QuoteCloud gives no advice and makes no claim that any document meets the rules that apply to you.
Can a proposal show an initial advice fee and an ongoing service fee?
Yes. Price tables hold once-off lines, such as the initial advice fee, beside repeating price items with a period label, such as an ongoing service fee per month, with optional lines the client ticks. The ongoing fee is shown in the agreement only: you invoice it, QuoteCloud does not bill it. Price tables are on Essentials and above.
Can both partners, or every trustee, sign the same document?
Yes. A document can have several signers, each with their own signature, and nobody needs an account to sign. Couples, every director of a corporate trustee or each company director can sign in their own browser, and you can add a one-time passcode sent by email. eSignatures are legally binding, eIDAS compliant and included on every plan.
Can we collect a fact-find inside the proposal?
Yes, on the Business plan. The Forms block puts questions inside the document, so the answers come back with the signatures, and a submitted form can start a Zapier automation. Keep tax ID numbers, identity documents and account numbers out of the document and collect them through your own secure process.
How do ongoing fee arrangement renewals work?
Give each agreement an expiry date at its renewal date, use the Expiring Soon filter to find the ones coming up, and send each client a new version to read and sign, one by one or with bulk send from the Essentials plan. Nothing renews automatically. Check the rules and timeframes that apply to your firm.
Can a mortgage broker compare lenders in the proposal?
Yes, as content. Your broker types the loan options, rates, repayments and fees into a table in the proposal, from each lender's information on the day. QuoteCloud has no lender integration or rate feed and does not calculate rates or repayments. Your fee and commission wording can sit in a locked block.
Can clients pay the initial advice fee when they sign?
Yes, from the Essentials plan. Set a percentage or a fixed amount, or the full once-off fees, and the client pays through Stripe or PayPal straight after signing, into the account your firm connects. QuoteCloud does not set up instalments, recurring billing or payment reminders. Check the rules that apply to your firm before taking fees this way.
Does QuoteCloud connect to our CRM or planning software?
Through Zapier, Make or the QuoteCloud API, from the Essentials plan, where your CRM, planning software or aggregator platform has a connector or an API. Pipedrive and Xero are native on Business, or connect through Zapier; HubSpot connects through Zapier. Documents created through the API or Zapier carry a per-document fee.
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 for free on the Essentials, Business and Enterprise plans, and paid plans include a 45-minute training session.
Your next engagement, signed by every client
Free for 14 days. No credit card required.