Templates for your fee proposals and engagement letters
Start from a real QuoteCloud template, then make it your firm's own fee proposal, engagement letter or renewal agreement.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's template library includes a Mortgage Services Sales Proposal, a Bank Loan Proposal, a Financial Funding Proposal and a Budget Proposal, plus consultative quote layouts. Open one, add your scope, fees and wording, lock what shouldn't change and save it as your firm's template. One template conversion is free during the trial.
Four sample documents from a fictional firm, Ferrowby Advice & Lending, filed behind index tabs that take turns at the front: the cover of a service and fee proposal for Tom and Alicia Brennan, the terms of an engagement letter, a broker's loan comparison typed in from three fictional lenders, and an ongoing fee arrangement renewal. Each one is built from the firm's own template.
Six real templates to start from
From the QuoteCloud template library. None is made for planners or advisers, so your firm builds its own documents from the closest one.
- 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
- Proposal template Financial Funding Proposal Template A project, its budget, goals and funding needs, presented to lenders or investors. View template
- Proposal template Budget Proposal Template Clear cost breakdowns and the reasons behind them, for funding and planning documents. 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
- Quote template Precision Corporate Sales Quote A clean, structured layout for services, pricing and terms: a starting point for an engagement letter. View template
Each of your documents, and where to start it
A suggested starting point for every document an advice or broking firm sends. Replace the sample wording with your own.
Service & fee proposal
Start from the Warm Consultative Sales Quote. Add your scope, the initial advice fee and the ongoing fee as a repeating item.
Advice fee proposalsEngagement letter
Start from the Precision Corporate Sales Quote. Replace its terms with your engagement wording, locked.
Engagement lettersBroker service proposal
Start from the Mortgage Services Sales Proposal. Add your loan comparison and fee and commission wording.
Broker service proposalsAsset & commercial finance quote
Start from the Bank Loan Proposal. Add the asset, the term options and your typed estimates.
Asset finance quotesOngoing fee renewal
Save a copy of your fee proposal as the renewal template, with the ongoing service and fee, and an expiry date.
Ongoing fee renewalsParaplanning services quote
Start from the Budget Proposal for a clear cost breakdown, priced per piece of work.
Paraplanning quotes
Send us your fee proposal, get a template back
Most firms already have a fee proposal and an engagement letter they trust. During the trial, QuoteCloud converts one of them into a template for you: your branding, your layout, your wording.
Your team then adds the parts that make it work online: the fees in a price table, data items for the clients' names, your engagement terms as locked blocks and the signers. Once it's in place, every adviser starts from the same approved document.
- One free conversion during the trial (Essentials, Business, Enterprise)
- A 45-minute training session on paid plans
- Your wording, never ours
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.
Start your firm's first template
Free for 14 days, no credit card required. Send us your current fee proposal and we'll convert it during the trial.
Your wording, saved once and used in every template
Blocks your firm writes once and keeps in the content library. Locked blocks can't be edited by advisers and brokers.
- About FerrowbyFirm profile
- Scope of adviceText, edited per client
- Initial and ongoing feesPrice table
- Fact-find questionsForms block
- Terms of engagementText Locked
- Client acknowledgementsForms block Locked
- Privacy and complaintsText Locked
- Fee and commission wordingText, broking Locked
- 1Cover and clients' namesData items
- 2About us From library
- 3What the advice covers From library
- 4Your fees From library
- 5Your fact-find From library
- 6Terms of engagement Locked block
- 7Acknowledgements Locked block
- 8Privacy and complaints Locked block
- 9SignaturesBoth clients
Written once
Advisers drag your approved blocks into any document from the library.
Content library: Essentials
Locked where it matters
Engagement, privacy and fee wording advisers can't edit.
Content locking: Business
What to set in every template
The settings that turn a document into one your whole firm can send.
Data items
The clients' names, the adviser and the dates, filled in once or from your CRM.
An expiry date
A default validity, so every proposal says how long its fees stand.
Signers
Room for both partners, every trustee or each director to sign.
Payment on signing
A percentage or fixed amount of the initial fee, to your own Stripe or PayPal account.
Locked blocks
Engagement and fee wording advisers can't change (Business plan).
Who can edit it
Custom user roles decide who can add to and edit your content library.
Questions about templates
Does QuoteCloud have financial planning or advice templates?
Not specifically. The template library has a Mortgage Services Sales Proposal, a Bank Loan Proposal, a Financial Funding Proposal, a Budget Proposal and consultative quote layouts, but no template made for financial planners or advisers. Firms build their own fee proposal and engagement letter from one of these, or have QuoteCloud convert their current document during the trial.
Are the templates compliant with advice or credit rules?
QuoteCloud makes no such claim. The templates are layouts and sample wording for sales documents, not reviewed for any advice or credit rules. Your firm writes its own scope, fee and engagement wording, checks it against the rules that apply to you, and can lock it so advisers can't change it.
Can QuoteCloud convert our existing fee proposal?
Yes. One template conversion is free during the trial on the Essentials, Business and Enterprise plans. Send your current fee proposal or engagement letter, usually a Word document or PDF, and it comes back as a QuoteCloud template with your branding, ready for your fees and wording.
Can we lock the wording in a template?
Yes, on the Business plan. Save your engagement terms, acknowledgements, privacy and complaints wording as locked blocks in the content library, then add them to each template. Advisers and brokers can fill in the scope and fees but can't edit the locked blocks. The content library itself is on Essentials and above.
How many templates does an advice or broking firm need?
Usually one per service you sell: an initial advice fee proposal, an ongoing service agreement, a renewal agreement, an engagement letter, a broker service proposal and an asset finance quote. Shared blocks in the content library, such as your firm profile and terms, keep the wording the same across them.
Can different teams have their own templates?
Yes. A firm with an advice team and a broking team can keep separate templates for each, and custom user roles control who can add to and edit the content library. Each team can also connect its own Stripe account, so fees paid on signing go to the right part of the business.
More for advice and broking firms
Every page of the QuoteCloud mortgage & financial planning microsite.
-
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
-
Mortgage broker service proposalsYour service, a lender comparison you type in and your fee and commission wording, accepted and signed by every borrower.Explore
-
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.
- 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.
Your templates, made your own
Free for 14 days. No credit card required.