Deposits paid before the job goes on the press
A percentage, a fixed amount or full payment as the client signs, through Stripe or PayPal, with the steps to install day in the quote.
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With QuoteCloud, on the Essentials plan and up, a sign or print quote can ask for a deposit as a percentage or a fixed amount, or full payment, paid through Stripe or PayPal as the client signs. The balance is the printer's own invoice; QuoteCloud doesn't do instalments or reminders.
Last reviewed by the QuoteCloud team
A tablet at the counter of a fictional sign maker, Morrowgate Print & Signs, showing the signing view of quote MP-S-2417 for Copperleaf Café: the fascia panel 4,800 × 900 mm in 3 mm ACM, printed and laminated, $995.00; artwork and proofing $180.00; installation by two installers for four hours $720.00; the window frost vinyl band ticked at $126.00 and the projecting lightbox left unticked; $2,223.10 including tax with a 50% deposit of $1,111.55. Lena Marchetti, owner of Copperleaf Café, draws her signature and the button turns to Signed. Two notes float beside it: Proof 2, Rev B approved with the same signature, and a deposit of $1,111.55 paid through Stripe on signing.
The deposit follows the choices the client makes
Morrowgate asks for 50% before it cuts a panel: a fascia with a café's name on it can't be sold to anyone else. The deposit is set once, in the sign package template, and worked out from whatever the client chooses.
Tick the projecting lightbox and watch the total, the deposit and the amount to pay change together. Lena approves Proof 2, signs and pays in the same step through Stripe, and the signed quote carries a certificate of authenticity.
- A percentage or a fixed amount, or full payment
- Paid through Stripe or PayPal as the client signs
- The proof approved with the same signature
- Certificate of authenticity and audit trail
QuoteCloud Payments: Essentials plan and up
Taking payments with QuoteCloudYour sign package
Fascia sign
Installation
OptionsTick to add
- Subtotal
- $2,021.00
- Tax (10%)
- $202.10
- Total
- $2,223.10
- Deposit on signing (50%)
- $1,111.55
Approve the proof, sign and pay
Lena Marchetti · Owner, Copperleaf Café
Signed online · Tue 10 Nov, 8:12 am
Deposit on signing (50%)
$1,111.55
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
A deposit rule for each kind of job
Custom work, packaging and repeat orders carry different risks, so each template asks for a different payment on signing.
Your sign package
Fascia sign
Installation
OptionsTick to add
- Subtotal
- $2,021.00
- Tax (10%)
- $202.10
- Total
- $2,223.10
- Deposit on signing (50%)
- $1,111.55
Approve the proof, sign and pay
Lena Marchetti · Owner, Copperleaf Café
Signed online · Tue 10 Nov, 8:12 am
Deposit on signing (50%)
$1,111.55
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Half up front for custom signage
Copperleaf Café's fascia, vinyl and install: 50% on signing, through Stripe, before the panel is printed. The balance goes on Morrowgate's own invoice after the install.
- Deposit worked out from the chosen options
- Card payment through Stripe
- Balance on your invoice
Your cartons
Cartons · choose a quantityChoose one
One-off
- Subtotal
- $2,323.00
- Tax (10%)
- $232.30
- Total
- $2,555.30
- Deposit on signing (30%)
- $766.59
Accept, sign and pay
Marcus Vale · Operations manager, Fernhollow Tea Co.
Signed online · Thu 12 Nov, 3:40 pm
Deposit on signing (30%)
$766.59
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
A smaller share for a longer run
Fernhollow's printed cartons: the deposit is 30% of whichever run length Marcus picks, paid through PayPal as he signs and approves the dieline proof.
- Deposit follows the run length chosen
- Paid through PayPal
- Dieline proof approved in the same step
Your reorder
Cartons
- Subtotal
- $2,495.00
- Tax (10%)
- $249.50
- Total
- $2,744.50
Accept and sign
Marcus Vale · Operations manager, Fernhollow Tea Co.
Signed online · Mon 9 Nov, 11:20 am
Certificate of authenticity and audit trail attached
No deposit for a trusted repeat order
Last November's shipper cartons again, for a client on account: the reorder template asks for no payment on signing. Marcus signs, and the job is invoiced as usual.
- No payment on signing
- Signed in a minute
- Invoiced from your accounts
What's paid in QuoteCloud, and what stays with you
QuoteCloud collects the payment that's due on signing. Everything after that is your own invoicing.
A percentage deposit
50% for custom signs, 30% for a packaging run: worked out from the total the client accepts.
A fixed amount
A set booking fee for an install slot, whatever the size of the job.
Full payment
Business cards, a roller banner, a small run: paid in full as the client signs.
The balance
Your own invoice after delivery or install. QuoteCloud doesn't do instalments, reminders or automatic billing.
Into your accounts
Xero and QuickBooks Online native on Business, otherwise through Zapier's Document Payment Event. Integrations.
The record
Proof, price, signature and payment in one document with a certificate of authenticity and an audit trail.
Take the deposit before the job goes on the press
Free for 14 days, no credit card required. Connect Stripe or PayPal and set a deposit in your first template.
From signature to install day, in the quote
Once the deposit is paid, Lena wants to know when her sign goes up. The quote already shows her: print and laminate, fabrication, the lightbox build if she adds it, and the install on day 6, before the café opens.
Her question about the frost band sits in the comments with Rafe's answer, and the install notes say what Morrowgate does and what her own electrician does. The schedule is Morrowgate's plan; production scheduling stays in its own job system.
- Gantt chart from proof to handover
- Install notes the client signs with the quote
- Comments answered in place
Gantt charts: Business plan
From proof to install
Install notes
- Install on a weekday from 6 am, finished before the café opens.
- We remove and dispose of the old fascia sign.
- Power for the lightbox is connected by your own electrician.
- Allow 5 working days from proof approval to install.
Lena MarchettiCould the frost band sit a little higher, above the tables?
Rafe, MorrowgateYes: Proof 2 moves it up to 1,200 mm from the floor.
From proof approval to a paid deposit in five steps
What you set once, and what happens on every job after that.
Connect a gateway
Connect Stripe or PayPal to your QuoteCloud account.
Set the rule
A percentage, a fixed amount or full payment in each template.
Send the quote
With the price lines, the options and the artwork proof inside.
Approve, sign, pay
The client approves the proof, signs and pays the deposit in one go.
Start production
The activity shows it paid; the balance goes on your own invoice.
Deposit and sign-off questions
Can a sign or print quote take a deposit when the client signs?
Yes, from the Essentials plan. Set a deposit as a percentage or a fixed amount, or ask for full payment, and the client pays through Stripe or PayPal as they sign. The amount is worked out from the total of the options and run length they chose, and the payment shows in the document's activity.
Does QuoteCloud collect the balance after install or delivery?
No. QuoteCloud takes the payment due on signing. The balance is your own invoice, from your accounting software. QuoteCloud doesn't offer instalments, payment reminders or automatic billing, so set out your balance terms in the quote. Your accounts can pick up the payment through Zapier, or natively on Business.
Can the client approve the proof and pay in one step?
Yes. Put the artwork proof inside the quote, and the client approves it with the same signature they use to accept the price, then pays the deposit. The signed document carries a certificate of authenticity and an audit trail. The deposit goes through Stripe or PayPal, on Essentials and up.
Can I skip the deposit for clients on account?
Yes. Each template has its own payment setting, so a reorder template for trusted accounts can ask for no payment on signing while your custom sign template asks for 50%. The client still signs the quote. Your account terms stay in your own accounts.
Do payments reach Xero or QuickBooks?
Xero and QuickBooks Online connect natively on the Business plan. On other plans, a Zapier zap can use the Document Payment Event trigger to pass the payment to your accounts. Stripe or PayPal handles the payment itself. It passes data from QuoteCloud to your accounts; it isn't a two-way sync.
Can the quote show when the sign will be installed?
Yes. A Gantt chart, on the Business plan, can set out proof, print, fabrication and install days in the quote, with install notes beside it. It shows your plan to the client; production scheduling stays in your own job system.
Everything a sign and print business sends
Every page of the Signage & print microsite, from the estimating sheet to the signed-off proof.
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Artwork proofs & sign-offThe proof inside the quote: the client checks it, comments, and approves it with the same signature.Explore
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Shopfront & signage packagesFascia, lightbox, window graphics and install as one quote, with each sign sized and priced from your sheet.Explore
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Packaging & carton quotesCartons, labels and printed boxes with the dieline proof, the forme and the run lengths in one document.Explore
- Print runs & quantity breaksQuote 2,500, 5,000 and 7,500 side by side as one choice, each unit price from your run sheet.
- Large-format, banners & displaysBanners, exhibition stands, hoardings and vehicle graphics, priced by the square metre and signed before production.
- Estimating sheets that price the quoteYour m² and run-cost calculator as a Spreadsheet block: cells set each line's description and unit price.
- Materials, stocks & finishes librarySubstrates, stocks, finishes and labour rates in your product library, with costs and margins your clients never see.
- From emailed spec to priced draft, with MCPAn AI assistant connected through QuoteCloud's MCP service turns specs and enquiries into drafts your estimator checks.
- Reorders & repeat jobsLast year's job as this year's draft: same lines and artwork, current prices, forme and plates on file.
- Website, CRM, accounting & MIS integrationsWebsite quote forms, your print MIS or job system, HubSpot, Pipedrive, Xero and QuickBooks, connected the way each one really connects.
- Templates for sign & print quotesReal QuoteCloud quote, estimate and sign-off templates, ready for your sheet, price book and proofs.
- QuoteCloud implementation for sign & printYour estimating sheet rebuilt as a block, your materials loaded, templates converted and estimators trained.
- FAQAnswers to the questions sign makers, printers and packaging suppliers ask most.
Approved, signed and paid before you cut a panel
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