Bookings signed by both sides and paid on signing
Agency and advertiser each sign in their own browser, and a new advertiser pays the deposit or prepays straight away.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Media sellers use QuoteCloud to collect signatures and money in one step: the agency and the advertiser each sign the booking online, then a new advertiser pays a deposit as a percentage or a fixed amount, or the full amount, through Stripe or PayPal. Account customers sign with no payment. Later invoices are the seller's own.
Two signatures and the deposit, in one document
Pelorus is a new advertiser for Marrick, so the media plan asks for 20% on signing. Tess Holloway signs for the agency in the morning, Mira Delacroix signs for Pelorus in the afternoon, and the deposit is paid by card straight after.
The deposit follows the plan. Tick the second podcast in the table and the total and the deposit both change, because the deposit is a percentage of whatever the advertiser accepts. You can set a fixed amount instead, or ask for the full amount.
- A deposit as a percentage or a fixed amount, or full payment, on signing
- Paid into your own Stripe or PayPal account
- The agency and the advertiser each sign in their own browser, no account needed
- A certificate of authenticity and an audit trail on the signed plan
eSignatures: every plan · Payments: Essentials and up
Taking payments with QuoteCloudPlacements, flights & rates
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Radio · Marrick 96.3 FM | $12,900 | ||
Breakfast & drive rotation25 × 30s spots a week · 30 Nov – 27 Dec, 11 – 24 Jan · est. 64,000 listeners a week (our estimate)
|
6 weeks | $2,150 | $12,900.00 |
Bonus 15-second spotsRun of station, at no charge
|
20 spots | $0 | $0.00 |
| News site · The Courier online | $13,200 | ||
Homepage & news display75,000 impressions a week · 30 Nov – 24 Jan · our delivery estimate
|
8 weeks | $1,650 | $13,200.00 |
| Podcast · The Coastline Weekly | $5,200 | ||
Host-read mid-rollOne episode a week · est. 9,000 downloads an episode (our estimate)
|
8 episodes | $650 | $5,200.00 |
| Outdoor · Marrick Roadside | $23,200 | ||
Digital roadside screens, 4 sites10s slot · 14 Dec – 10 Jan · est. 180,000 vehicle passes a week (our estimate)
|
4 weeks | $5,800 | $23,200.00 |
| Print · The Courier Weekend | $10,400 | ||
Half page, full colourSat 5 & 19 Dec, 2 & 16 Jan · est. 38,000 readers an issue (our estimate)
|
4 insertions | $2,600 | $10,400.00 |
| Campaign services | $1,200 | ||
Trafficking, scheduling & weekly delivery reportMaterial checks, rotation and a report every Monday
|
1 campaign | $1,200 | $1,200.00 |
| Add to the plan Tick to add | |||
| 1 day | $3,800 | $3,800.00 | |
| 4 episodes | $650 | $2,600.00 | |
- Subtotal
- $69,900.00
- Tax (10%)
- $6,990.00
- Total
- $76,890.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (20%)
- $15,378.00
Approve the plan, sign and pay the deposit
2 of 2 signed
- Mira DelacroixAdvertiser · Pelorus Drinks Co. SignedWed 28 Oct, 3:40 pm
- Tess HollowayAgency · Brolga Media Partners SignedWed 28 Oct, 10:12 am
Deposit on signing (20%)
$15,378.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Set the money on signing for each kind of advertiser
Payment settings sit on each document, so your credit rules decide what each booking asks for. QuoteCloud doesn't run credit checks: your team decides who pays up front.
A deposit from new advertisers
A percentage of the total, such as 20%, paid by card or PayPal as soon as the plan is signed. The first flight is covered before it runs.
Prepayment in full
For a one-off booking or a small advertiser, ask for the full amount on signing. A fixed amount works too, like a set booking fee.
Account customers sign only
Agencies and advertisers on account sign with no payment step. You invoice them on your usual terms from your own accounts.
What a new advertiser sees before they pay
Kerbside Outdoor has sent Ridgeline Bikes a roadside and shelter booking with a 25% deposit. Until Sam Okafor-Reid signs, the document shows the amount due on signing and how it will be paid, so there are no surprises at the end.
The payment goes into Kerbside's own Stripe account. QuoteCloud doesn't bill later flights or months, set up instalments or send payment reminders: the balance is invoiced by you.
- The deposit amount shown before signing
- Card payment through Stripe, or PayPal
- Your Expiring Soon filter shows unsigned bookings near their expiry date
Payments: Essentials and up, gateway required
Outdoor, billboard & signage bookingsConfirm the sites and pay the deposit
Sam Okafor-Reid · Marketing lead, Ridgeline Bikes
Signed online ·
Deposit on signing to confirm the sites (25%)
$6,814.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Take the deposit when the booking is signed
Free for 14 days, no credit card required. Connect Stripe or PayPal and send your first plan with a deposit.
Credit and accounts see the deposit without re-keying
Every open, signature and payment shows in the document's activity, so Harriet Cole in credit and accounts can see the Pelorus deposit landed before the first spot goes to air.
To pass it on, a Zapier zap can start from QuoteCloud's Document Payment Event or Recipient Signed Document trigger and add a row to your accounts sheet or traffic sheet. Xero and QuickBooks Online are native on the Business plan, otherwise via Zapier.
- Zapier triggers: Recipient Signed Document, Document Payment Event, Document Part Paid
- Xero and QuickBooks Online: native on Business, otherwise via Zapier
- Zapier, Make and the API from Essentials, with document creation fees for the API and Zapier
Zapier and Make: Essentials and up · Native accounting: Business
CRM, traffic & accounting integrationsActivity
- Plan openedTess Holloway, Brolga Media Partners
- Homepage takeover added+$4,180.00 inc. tax
- Signed by agency and advertiserCertificate of authenticity attached
- Deposit paid on signing$15,378.00 via Stripe
- Booking added to the traffic sheetGoogle Sheets, through Zapier
Set up signing and a deposit in five steps
What your team does once, then for each booking.
Connect your gateway
Connect your own Stripe or PayPal account once, from the Essentials plan.
Set the payment
In the plan or order, choose a deposit as a percentage or a fixed amount, full payment, or none for account customers.
Add both signers
Add the agency's buyer and the advertiser, each with their own signature block.
Send and watch
Send the document and see when each side opens and signs it.
Deposit paid on signing
The advertiser pays straight after signing. The balance is invoiced by you.
Signing and deposit questions
Can a new advertiser pay a deposit when they sign?
Yes, from the Essentials plan. Set a deposit as a percentage of the total or a fixed amount, or ask for the full amount, and the advertiser pays by card through Stripe or through PayPal straight after signing. The money goes into your own Stripe or PayPal account.
Can the agency and the advertiser both sign?
Yes. Add both as signers and each gets their own signature block. They sign in their own browsers, at different times if they need to, and nobody needs a QuoteCloud account. The signed document carries a certificate of authenticity and an audit trail. eSignatures are on every plan.
Can we bill each flight or month through QuoteCloud?
No. QuoteCloud takes one payment on signing: a deposit or the full amount. It doesn't bill per flight or per month, set up instalments, send payment reminders or take automatic recurring payments. Invoice the balance and any later flights from your own accounting system.
Do account customers have to pay on signing?
No. Payment settings belong to each document, so a booking for an agency or advertiser on account can go out with no payment step. They sign, and you invoice them on your usual terms. Use a deposit or prepayment only where your credit rules ask for one.
Does QuoteCloud check an advertiser's credit?
No. Credit checks aren't a QuoteCloud feature. Your credit team decides who pays up front, and the rep sets the deposit or full payment in that advertiser's plan or order before sending it. Accounts that pass your checks can sign with no payment step, and you invoice them as usual.
How does finance find out a deposit was paid?
The payment shows in the document's activity. To pass it on, a Zapier zap can use the Document Payment Event trigger to update your accounts sheet or system. Xero and QuickBooks Online are native on the Business plan, otherwise via Zapier.
More for media sellers
Every page of the QuoteCloud advertising & media microsite.
-
Insertion orders & booking confirmationsThe booking signed by the advertiser and the agency, with their PO number, material deadline and cancellation terms in the order.Explore
-
Media plans & advertising proposalsPlacements by channel, flight dates and rates in price tables, a flighting chart, and audience figures labelled as your own estimates.Explore
-
Outdoor, billboard & signage bookingsSites and faces by week, print and install as their own lines, site photos in the proposal and the booking held until its expiry date.Explore
- Rate cards, placements & discount approvalsEvery placement in your product catalogue at rate-card price, and any discount past your limit sent for approval before it goes out.
- Creative & production quotesPre-production, shoot and post as phases with a Gantt, cutdowns as options, and a deposit to lock in the shoot days.
- Print, digital, radio & podcast ad salesOne proposal across your masthead, website, stations and podcasts, priced per spot, per insertion or per thousand impressions.
- Sponsorship packages for clubs & eventsBronze, silver and gold as one choice, add-on assets the sponsor ticks, and the season signed and part-paid in one document.
- Make-goods, changes & revised bookingsA missed spot or a changed flight sent as a revised version of the booking, with every earlier version kept and signed again.
- Season & upfront packages, bulk-sentNext season's packages sent to every advertiser as their own copy, with an expiry date and a list of who opened and accepted.
- CRM, traffic & accounting integrationsYour CRM, booking or traffic sheet and accounts through Zapier, Make or the API, with Pipedrive, Xero and QuickBooks native on Business.
- Advertising proposal templatesReal QuoteCloud templates for advertising proposals, social and PPC campaigns, and editorial-style sales quotes.
- QuoteCloud implementation for media sellersYour rate card in the catalogue, a template per document type, discount rules set up and the sales team trained.
- FAQAnswers to the questions media owners, agencies, production companies and sponsorship sellers ask most.
Signed by both sides, deposit paid
Free for 14 days. No credit card required.