Client onboarding packs, completed and signed online
Welcome, explain, collect and sign in one interactive pack, so new clients are ready to start without a chain of emails.
A client onboarding pack welcomes a new client and gathers what you need to start: details, agreements and sign-off. In QuoteCloud you combine a welcome video, a process flowchart, a Forms block and an eSignature block in one document, send it as a link, and see when the client opens, completes and signs it.
No credit card requiredFree plan available
Illustration of a client onboarding pack with a checklist in QuoteCloud: “Welcome to Fernhill Bookkeeping” from Fernhill Bookkeeping for Oakridge Joinery Pty Ltd. It lists Welcome video from your bookkeeper, 2 min, Watched; Business details form, 8 questions, Completed; Engagement letter, Signature, Signed; Onboarding fee, One-off, $450.00. Total $450.00. Status: Signed.
How to send a client onboarding pack that is completed and signed online
4 steps, start to signature.
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Step 1: Build your onboarding template
Add a table of contents, a welcome video and your how-we-work content from the content library.
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Step 2: Map the process
Show what happens next with a flowchart, or a Gantt chart for the first weeks, so clients know what to expect.
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Step 3: Add forms and an agreement
Insert a Forms block for the client's details and an eSignature block on the engagement terms.
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Step 4: Send, track and collect
Send the pack as a link, see when it is opened and signed, and take any setup fee online.
Client onboarding packs before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: Welcome email, PDF forms and contract sent separately
With QuoteCloud: One link holds the welcome, forms, agreement and signature
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Before: Chasing clients for missing details over weeks
With QuoteCloud: Tracking and reminders show who has not finished yet
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Before: Every onboarding pack rebuilt from an old one
With QuoteCloud: A saved template and library content start each pack
QuoteCloud features for client onboarding packs
Each tile shows the plan it starts on. See QuoteCloud pricing.
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Forms and eSignature together
Clients answer your onboarding questions and sign the agreement without leaving the document.
Plan: Business+
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Flowcharts and Gantt charts
Explain your onboarding process and first milestones visually, inside the welcome pack.
Plan: Business+
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Video, buttons and table of contents
Add a welcome video, buttons that link to bookings or portals, and an automatic table of contents.
Plan: Essentials+
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Templates and content library
Reuse approved welcome text, policies and agreements so every pack starts consistent.
Plan: Essentials+
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Online payments
Collect an onboarding fee or first payment through Stripe or PayPal once the client signs.
Plan: Essentials+
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Customer reminders
Automatic reminders nudge clients who have not completed and signed their pack.
Plan: Business+
Who uses QuoteCloud for client onboarding packs?
Welcome packs, forms and agreements, completed and signed online.
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Accountants and bookkeepers
Send an engagement letter, client details form and fee in one pack the client signs online.
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Agencies and consultancies
Welcome new clients with a video, a process flowchart and a brief they complete before kick-off.
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IT and managed services
Collect site, user and access details with sign-off on the service terms before setup begins.
Templates you can make for client onboarding packs
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Client welcome pack
- Engagement letter
- Client intake form
- Onboarding checklist
- Kick-off brief
- Service agreement
- New client questionnaire
Industries that use QuoteCloud for client onboarding packs
A few of the industries it suits.
- Accounting and bookkeeping
- Marketing agencies
- IT and managed services
- Consulting
- Recruitment
- Financial services
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- 2013Building QuoteCloud since
