Service agreements for funded support plans, signed by everyone
The supports, your rates and the schedule set out for the participant, with the participant and their nominee or guardian signing online.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Disability and support providers use QuoteCloud to send service agreements for funded plans: each support with your rate per week or fortnight, a schedule, your terms and consent wording in locked blocks, and the participant and their nominee or guardian each signing online. QuoteCloud does not claim or calculate any funding.
The people around one sample service agreement from a fictional provider, Kinfield Health. Sam Whitlock, the participant, is in the middle; Jenny Whitlock, his plan nominee, on one side; Leah Whitford, the coordinator who prepared and sent it, on the other. Sam and Jenny each sign. Below, the agreement: community access support for 8 hours ($536), an occupational therapy session ($193) and two social skills groups ($90) per fortnight, $819 a fortnight and an estimated $10,408 over 12 fortnights including a $580 assessment, with no payment on signing and no funding calculated.
- JW Jenny WhitlockPlan nominee Signed online
- SW Sam WhitlockParticipant Signed in person
- LW Leah WhitfordKinfield Health · coordinator Prepared & sent
Your supports and our rates24 weeks from Mon 9 Nov 2026
- Community access support8 hours$536/fortnight
- Occupational therapy session1 session$193/fortnight
- Social skills group2 sessions$90/fortnight
Each fortnight $819Estimated total $10,408
2 of 2 signedNo payment on signing · no funding calculated
A service agreement the participant can follow
Sam's agreement for 24 weeks of supports, read top to bottom. Every part is a block in the provider's service agreement template.
-
01
Plain words first
An easy-read summary opens the agreement: who, which supports, what it costs, when, and Sam's say. It's the provider's own text, written once in the template.
KH Kinfield HealthService agreement · funded support plan KH-S-4102 Sample · fictional providerService agreement · funded support plan
Sam's service agreement
Prepared for Sam Whitlock, with Jenny Whitlock · Prepared Mon 26 Oct 2026 · Valid until Mon 23 Nov 2026
The supports we agreed with you and Jenny at our planning meeting, how often they happen, our rates and how we work together.
Your agreement in plain words
An easy-read summary. The full agreement is below it.
- WhoSam, with Jenny as his plan nominee, and Kinfield Health.
- Your supportsOut in the community 8 hours a fortnight, an OT session each fortnight and a social skills group every Thursday.
- What it costs$819 each fortnight at our rates, and $580 once for an assessment. We do not claim or work out any funding.
- WhenFrom Mon 9 Nov 2026 to Sun 25 Apr 2027. We look at it again with you at 12 weeks.
- Your sayYou can ask to change or end this agreement at any time. A change comes to you as a new agreement to sign.
-
02
Supports and your rates, per fortnight
Each support at the provider's own rate as a repeating charge per fortnight, and the assessment once-off. The wording says plainly that the agreement doesn't claim or calculate any funding.
Price tables: Essentials and up
Your supports and our rates
24 weeks from Mon 9 Nov 2026
Item Qty Rate Amount Once-off Functional assessment & reportOccupational therapist1 report $580 $580.00 Each fortnight Repeating Community access supportSupport worker, per hour8 hours $67 $536.00/fortnight Occupational therapy session60 minutes1 session $193 $193.00/fortnight Social skills groupThursdays, 90 minutes2 sessions $45 $90.00/fortnight - Once-off
- $580.00
- Each fortnight
- $819.00/fortnight
- Over 12 fortnights (estimate)
- $9,828.00
- Estimated total
- $10,408.00
Provider's wordingThese are our own rates, set out for your plan. Please check them against your plan budget: this agreement does not claim or calculate any funding.
We invoice each fortnight for the supports delivered.
-
03
Sam's fortnight
When each support happens across the fortnight: the provider's own planning, shown as a table so Sam and Jenny can check it.
Sam's fortnight
Repeats for 12 fortnights
Service MonM TueT WedW ThuT FriF SatS SunS Community access4 h Yes Yes Occupational therapyWeek 1 Yes Social skills groupWeekly Yes - Fortnight 1
- Fortnight 2
-
04
How you work together
Start and end dates, a review at 12 weeks, cancellations and how changes are agreed. Nothing renews by itself.
How we work together
StartsMon 9 Nov 202624 weeksExpiresSun 25 Apr 2027- Reviewing the agreementWe review the supports with you at 12 weeks, or sooner if you ask.
- ChangesA change to supports or rates is sent to you as a revised agreement to sign.
- CancellationsPlease give us 2 business days' notice to cancel a support.
- Ending the agreementEither of us can end this agreement with 14 days' notice.
-
05
Questions inside the agreement
Jenny asked whether the Thursday group could go fortnightly. The answer: yes, as a revised agreement to sign before it changes.
Notes from your coordinator
- Leah Whitford is your coordinator and first point of contact.
- Community access is with the same support worker each week where we can.
- We look at the supports again with you and Jenny at 12 weeks.
JWJenny WhitlockIf Sam finds the Thursday group tiring, could it go to every second week?
KHLeah, Kinfield HealthYes. Just let us know and we'll send you a revised agreement to sign before it changes.
-
06 Locked block
Signed by Sam and Jenny
Locked agreement and consent wording, then a signature block for each of them. Sam signed in person at the planning meeting; Jenny signed online.
Content locking and the Forms block: Business plan
Consent, acknowledgements & multiple signersAgreement and consent
Locked wording · your team can't edit it
Sam signs as the participant and Jenny as his plan nominee.
- We have read the supports, rates and schedule, and agree to them.
- We understand either of us can ask to review this agreement at any time.
- We agree Kinfield Health may share progress notes with Sam's support coordinator.
2 of 2 signed
- SW Sam WhitlockParticipant SignedThu 29 Oct, 4:02 pm
- JW Jenny WhitlockPlan nominee SignedThu 29 Oct, 4:09 pm
Certificate of authenticity and audit trail attached
-
07
What your coordinator sees
Opened, a question asked, signed by both, and the client record updated in your own system through Zapier.
Practice management & accounting integrationsActivity
- Agreement openedJenny Whitlock, from the email link
- Comment addedJenny asked about the Thursday group
- Signed by SamIn person, at the planning meeting
- Signed by JennyCertificate of authenticity attached
- Client record updatedIn your system, through Zapier
Easy-read summary, full agreement, signatures
One document with three jobs. Write the plain-language summary once in the template, above the full agreement the participant and their nominee sign.
Your agreement in plain words
An easy-read summary. The full agreement is below it.
- WhoSam, with Jenny as his plan nominee, and Kinfield Health.
- Your supportsOut in the community 8 hours a fortnight, an OT session each fortnight and a social skills group every Thursday.
- What it costs$819 each fortnight at our rates, and $580 once for an assessment. We do not claim or work out any funding.
- WhenFrom Mon 9 Nov 2026 to Sun 25 Apr 2027. We look at it again with you at 12 weeks.
- Your sayYou can ask to change or end this agreement at any time. A change comes to you as a new agreement to sign.
In plain words
Five short parts with icons, in the provider's own words: who, the supports, the cost, the dates and Sam's say.
- Written once, in the template
- Icons and short sentences in a text block
- Sits above the full agreement
Your supports and our rates
24 weeks from Mon 9 Nov 2026
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Once-off | |||
Functional assessment & reportOccupational therapist
|
1 report | $580 | $580.00 |
| Each fortnight Repeating | |||
Community access supportSupport worker, per hour
|
8 hours | $67 | $536.00/fortnight |
Occupational therapy session60 minutes
|
1 session | $193 | $193.00/fortnight |
Social skills groupThursdays, 90 minutes
|
2 sessions | $45 | $90.00/fortnight |
- Once-off
- $580.00
- Each fortnight
- $819.00/fortnight
- Over 12 fortnights (estimate)
- $9,828.00
- Estimated total
- $10,408.00
Provider's wordingThese are our own rates, set out for your plan. Please check them against your plan budget: this agreement does not claim or calculate any funding.
We invoice each fortnight for the supports delivered.
How we work together
- Reviewing the agreementWe review the supports with you at 12 weeks, or sooner if you ask.
- ChangesA change to supports or rates is sent to you as a revised agreement to sign.
- CancellationsPlease give us 2 business days' notice to cancel a support.
- Ending the agreementEither of us can end this agreement with 14 days' notice.
Every support, rate and term
The supports at your rates per fortnight, the assessment once-off, the estimate over 24 weeks, then the terms: review, changes, cancellations and ending the agreement.
- Your rates, set by you
- Repeating charges per fortnight
- No funding claimed or calculated
Price tables: Essentials and up
Agreement and consent
Locked wording · your team can't edit it
Sam signs as the participant and Jenny as his plan nominee.
- We have read the supports, rates and schedule, and agree to them.
- We understand either of us can ask to review this agreement at any time.
- We agree Kinfield Health may share progress notes with Sam's support coordinator.
2 of 2 signed
- SW Sam WhitlockParticipant SignedThu 29 Oct, 4:02 pm
- JW Jenny WhitlockPlan nominee SignedThu 29 Oct, 4:09 pm
Certificate of authenticity and audit trail attached
The participant and nominee each sign
Each confirms the agreement and consent wording and signs in their own browser, or in person on your device. No account is needed, and an optional passcode by email checks the right person signs.
- Several signers, one document
- Signing in person or online
- Certificate of authenticity and audit trail
What changes for a support provider
One agreement template, reviewed once; coordinators change supports and quantities, not the wording.
Your supports, your rates
Each support at your own rate per week or fortnight. You set the rates; QuoteCloud doesn't check them against any price guide or plan budget.
Participant and nominee
Several signers, each with their own signature block. No account needed, and an optional passcode sent by email.
Reviews and changes
A changed support goes out as a revised agreement with Revise Last Version, signed before it starts.
Wording reviewed once
Agreement and consent wording locked in the template, so coordinators change supports, not terms (Business plan).
Easy read first
A plain-language summary above the full agreement, in your own words, in every agreement.
A record of who signed
A certificate of authenticity and an audit trail on every signed agreement, on every plan.
Convert your service agreement in the trial
Free for 14 days, no credit card required. Send us the service agreement you use now and we'll convert one template for you during the trial.
Your supports and rates, their signatures
QuoteCloud sets out the supports and rates you agree with a participant and collects every signature. It doesn't claim, calculate or check funding, and it isn't connected to any government scheme: that conversation stays with you, the participant and their plan.
From the planning meeting to signed supports
Four steps for a coordinator, every time an agreement starts or changes.
- 1
Start from the template
Open your service agreement template, with the easy-read summary, terms and consent wording already in it.
- 2
Add the supports
Add each support from your catalogue at your rate, with the hours or sessions per fortnight and the dates.
- 3
Send to everyone who signs
Add the participant and their nominee or guardian as signers. Each signs online or in person.
- 4
Review and revise
At the review, or when a support changes, send a revised agreement with Revise Last Version to sign again.
Funded-plan agreement questions, answered
Can QuoteCloud be used for funded-plan or disability service agreements?
Yes, as a document: you set out the supports, your rates, the schedule and your terms, and the participant and their nominee or guardian sign online. QuoteCloud makes no claim of compliance with any funding scheme's rules and isn't connected to any scheme. Your agreement wording and rates are your own.
Does QuoteCloud claim or calculate funding?
No. QuoteCloud does not claim, calculate or check funding, plan budgets or price limits, and it has no plan-management features. The price table calculates your own rates, quantities and totals. Add your own wording asking the participant to check the rates against their plan.
Can the participant and their nominee or guardian both sign?
Yes. Add each as a signer with their own signature block. Nobody needs an account to sign, they can sign online or in person on your device, and you can turn on a one-time passcode sent by email before signing. Each signed agreement has a certificate of authenticity and an audit trail.
Can supports be shown per fortnight?
Yes. Each support can be a repeating charge with a weekly or fortnightly period label, beside once-off fees such as an assessment, with the estimate over the agreement. The charges are shown in the agreement only; you invoice the supports delivered from your own systems.
How do we change an agreement after a review?
Use Revise Last Version to send a revised agreement with the changed supports or rates, and the participant and nominee sign again before it starts. On the Business plan, version history keeps every version, so you can see what was agreed and when.
Where is participant information stored?
QuoteCloud states that it is hosted on Amazon Web Services with 256-bit encryption, that personal information is stored on servers in the USA, and that it is GDPR compliant. It makes no health-record or scheme-specific certification claim. Check your own privacy obligations before you start.
More for health providers
Every page of the QuoteCloud healthcare microsite.
-
In-home care & service agreementsWeekly or fortnightly services shown as repeating charges, a visit schedule, terms and an expiry date the family signs.Explore
-
Consent, acknowledgements & multiple signersConsent wording in a locked block, acknowledgements ticked and every signer (patient, guardian or representative) signing online.Explore
-
Privacy, access & security for health providersWhat QuoteCloud confirms about hosting, encryption, signer verification and access control, and the questions to ask before you start.Explore
- Treatment plans & cost estimatesThe plan, every fee line, what the estimate does not include and an expiry date, accepted and signed before treatment starts.
- Physio, OT & psychology programsSessions per week, the program schedule and a choice of program options, with the first fees paid on signing.
- Cosmetic & elective treatment quotesTreatment options side by side, a deposit to book, an expiry date and the patient's acknowledgements in one quote.
- Medical equipment & mobility quotesHire by the week or buy outright, delivery and set-up, product brochures as PDF pages, signed and paid online.
- Intake & referral forms inside the documentThe Forms block collects intake details in the same document the client signs, and can start your next step through Zapier.
- Practice management & accounting integrationsSigned agreements to your practice system through Zapier or the API, and accounting native on Business.
- Healthcare templatesReal QuoteCloud templates for treatment plans, home care contracts, medical services and pharmacy agreements.
- QuoteCloud implementation for health providersFee schedules loaded, estimate and agreement templates converted, consent wording locked and the team trained.
- FAQAnswers to the questions clinics, allied health, care providers and equipment suppliers ask most.
Your next service agreement, signed by everyone
Free for 14 days. No credit card required.
QuoteCloud for health providersFree 14 days · no card
Start free trial