Website proposals priced by phase, signed with a deposit
Price discovery, design, build and launch on a timeline, count the pages, offer the shop and bookings as options and take the deposit when your client signs.
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- Building QuoteCloud since 2013
QuoteCloud is proposal and eSignature software for web design studios, developers, SEO specialists, app developers and freelancers. Send website and app proposals with phases on a Gantt, pages as quantities and features the client ticks, take a deposit on signing, then send change requests, milestone sign-offs, SEO retainers and care plans from your own templates.
A sample website build proposal from a fictional studio, Glasswing Studio, for Sparrow & Pine Florist. Behind it, the florist's new website in progress: a navigation bar, a hero photo of the shop, product tiles for the online shop and Saturday workshop dates with spaces left. In front, the proposal card: 12 pages at $280 each ($3,360), the online shop ($4,800) and workshop bookings ($1,850) ticked, the phases as a small Gantt over 14 weeks, a project fee of $21,098.00 including tax with a 40% deposit of $8,439.20 paid on signing, and a Standard care plan at $149 a month shown separately as a repeating charge. The parts of the site and their price lines light up together, one after another.
One client project, document by document
Every document a studio sends from a first conversation to a site that's cared for after launch. Each one is a QuoteCloud document your client opens, signs and, where it takes money, pays from.
Sparrow & Pine · new websiteSample project · fictional studio and client
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Win2
Before the project starts
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QuestionnaireGS-D-0412
Goals, pages, features and budget, answered inside the document before you quote.
Forms blockBusiness
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ProposalGS-2611
Phases on a Gantt, 12 pages, the shop and bookings as options, 40% on signing.
Price tables, paymentsEssentials
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Build2
While you design and build
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Sign-offGS-2611-M2
Milestone 2 accepted against its criteria. You invoice the next 30%.
eSignaturesEvery plan
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Change requestGS-2611 · v2
Gift cards and a weddings page
A revised version with the extra fee and a week added, signed before work starts.
Revise Last VersionVersion history: Business
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Launch1
Going live
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Sign-offGS-2611-M3
The live site accepted, CMS training done, the final invoice sent from your accounts.
Multiple signersEvery plan
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Keep2
After launch
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AgreementGS-C-0322
Hosting with your provider, updates and support as a monthly charge in the agreement, with an expiry date.
Repeating charges, expiryEssentials
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ProposalGS-S-0431
Content, fixes and links each month. Results are your estimate, never a promise.
Repeating chargesEssentials
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Our drawing of a studio's own process, not a QuoteCloud screen. Each card is a separate document from its own template; your project tool can get a card for each signed one through Zapier or the API.
Try it: estimate a website, then sign it as the client
Choose the site type, the pages, the features and a care plan. The phases, the fee and the deposit follow, with the care plan shown separately as a monthly charge. Then send it, tick an add-on as Ella, sign and pay the deposit.
Signed · deposit paid
From template · Website Development Proposal · Small business site
A new website for Sparrow & Pine Florist
Prepared for Ella Mancini · Valid until Fri 20 Nov 2026
Project phases launch in week 14
Your fixed fee by phase ex tax
| Item | Qty | Amount |
|---|---|---|
| Discovery | ||
| Discovery workshop & sitemap | 1 | $1,600.00 |
| Content & SEO plan | 1 | $900.00 |
| Design | ||
| Design system & homepageTwo revision rounds | 1 | $2,400.00 |
| Page templates designed | 5 templates | $1,600.00 |
| Build & launch | ||
| Page build & CMS set-upResponsive, editable by your team | 12 pages | $3,360.00 |
| Testing & accessibility checks | 1 | $950.00 |
| LaunchDomain switch-over and redirects | 1 | $750.00 |
| Features | ||
| Online shopUp to 60 products, cart and checkout | 1 | $4,800.00 |
| Workshop bookingsClass calendar and online booking | 1 | $1,850.00 |
| CMS trainingTwo hours with your team, recorded | 2 h | $320.00 |
| Add-ons you can tick Optional | ||
| 1 | $1,280.00 | |
| 1 | $650.00 | |
| 1 | $480.00 | |
- Subtotal
- $19,180.00
- Tax (10%)
- $1,918.00
- Fixed fee inc. tax
- $21,098.00
- Deposit on signing (40%)
- $8,439.20
Then 30% at design sign-off and 30% at launch, invoiced by Glasswing Studio.
Care plan · StandardEssential plus weekly backups and 2 hours of changes a month$149.00/mo + taxA repeating charge shown in the agreement, from launch. Glasswing Studio invoices it monthly; QuoteCloud doesn't bill it.
Accept and sign
Deposit on signing$8,439.20Paid via Stripe
Certificate of authenticity and audit trail attached
Activity
- Launch SEO setup tickedBy Ella
- Signed by EllaCertificate of authenticity attached
- Deposit paid$8,439.20 via Stripe, to your studio's account
- Project created in your project toolThrough Zapier or the API
A demo with a fictional studio and fictional rates: nothing is sent, stored or charged, and the phase lengths are the sample studio's own rule of thumb. In QuoteCloud your team starts from the template for that kind of site, adds lines from your product catalogue with pages as the quantity, sets features and add-ons as optional items, lays out the phases on a Gantt chart (Business plan) and sets the deposit as a percentage or a fixed amount (payments: Essentials and up, through your own Stripe or PayPal account). The care plan is a repeating price item shown in the agreement: you invoice it, QuoteCloud doesn't bill it.
From the discovery call to a signed proposal in five steps
What happens between your first call and the moment the client has signed and the deposit is in your Stripe or PayPal account.
Ask first
Send a discovery questionnaire, or take notes on the call and paste them into the proposal.
Price it
Start from your website proposal template. Set the page count, add features and add-ons as optional items.
Plan it
Lay out discovery, design, build and launch on the Gantt, and lock your scope and revision terms.
Send it
Set an expiry date and the deposit, then send. You see when it's opened, and the client can ask in comments.
Signed and paid
The client ticks add-ons, signs and pays the deposit. Your project tool can get the job through Zapier or the API.
Send your next website proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your current proposal and we'll convert one template for you during the trial.
Five more documents a studio sends
Each from its own template, with the blocks that kind of work needs. Sample documents with a fictional studio, clients and figures.
Monthly SEO work
| Service | Each month | Per month |
|---|---|---|
| Technical fixes | From the audit's fix list | $450.00 |
| Content | Two articles | $640.00 |
| Local listings & reviews | Both clinics | $260.00 |
| Link building | Outreach to local sites | $500.00 |
- Monthly
- $1,850.00
- Term
- 6 months · $11,100
- N
- D
- J
- F
- M
- A
What we expect to deliver Our estimate
- 12Articles publishedTwo a month for six months
- All high-priority itemsTechnical fixesFrom the audit's fix list, by month 2
- 25Search terms we'll work onAgreed with you after the audit
- 6Monthly report and callWhat we did and what's next
Search engines decide rankings. We don't guarantee positions or traffic; this is the work we commit to, and our own estimate of it.
An SEO proposal that commits to the work, not to rankings
Pinewood Physio's audit is paid on signing; then technical fixes, content, local listings and link building are a monthly charge for six months. What Tess expects to deliver is set out as the studio's own estimate, with no ranking or traffic promise.
- Monthly work as repeating charges in the agreement
- The audit paid in full on signing
- Results tagged as your estimate
Price tables and payments: Essentials and up
SEO proposals & retainersChoose your care plan
Agreement terms
- ChargesThe monthly price of your plan, invoiced by Glasswing at the start of each month.
- Unused hoursHours of changes don't roll over to the next month.
- Bigger changesAnything over your monthly hours is quoted separately before we start.
- ExpiryThis agreement ends on 31 Oct 2027. We'll send you a new agreement to review before then; nothing renews by itself.
Care plan tiers the client chooses between
Juniper Row Interiors picks Standard from three plans for the online store Glasswing built. Hosting is Glasswing's own service with its provider; the monthly price is shown in the agreement, which ends on a date and is renewed by a new agreement, never automatically.
- Essential, Standard and Priority as packages
- 12-month term with an expiry date
- Invoiced monthly by the studio
Estimate by phase (time & materials)
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Discovery & design | $14,400 | ||
Discovery & user flowsWorkshops, user journeys, clickable prototype
|
40 h | $150 | $6,000.00 |
Interface designBoth platforms, light and dark
|
56 h | $150 | $8,400.00 |
| Build | $46,200 | ||
App build, iOS & AndroidOne shared codebase
|
220 h | $165 | $36,300.00 |
Timetable & class-pass connectionThrough your booking system's API
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60 h | $165 | $9,900.00 |
| Test & release | $6,160 | ||
Testing & app store releaseTest devices, store listings, release
|
44 h | $140 | $6,160.00 |
| Options Tick to add | |||
| 24 h | $165 | $3,960.00 | |
| 48 h | $165 | $7,920.00 | |
- Subtotal
- $70,720.00
- Tax (10%)
- $7,072.00
- Total
- $77,792.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (20%)
- $15,558.40
Sprints
An app estimate in hours, with the options priced
Lumen Lane Yoga's booking app is estimated phase by phase in hours at Glasswing's rates. Push notifications are ticked, offline videos left for later, and the sprints sit on a Gantt. Glasswing invoices the hours as they're worked.
- Hours × rates per phase
- Options the client ticks
- Sprints on a Gantt
Gantt charts: Business plan
App & software development proposalsDesign milestone acceptance
- Homepage and five page templates designed at desktop and phone sizes (met)
- Two revision rounds completed; feedback from round 2 applied (met)
- Colours, type and buttons agreed as the design system (met)
- Shop and booking pages show real product and workshop examples (met)
Build starts Mon 7 Dec 2026.
Milestone 2 invoice. 30% of the project fee ($6,329.40) is invoiced by Glasswing after sign-off, from Glasswing's own accounting system.
Signing confirms the designs are approved. Changes to approved designs after this are quoted as a change request.
Accept and sign
Ella Mancini · Owner, Sparrow & Pine
Signed online · Fri 4 Dec 2026, 4:26 pm
Sign-off
- Milestone
- 2 · Design approved
- Project
- GS-2611
- Next
- Build, from Mon 7 Dec
Certificate of authenticity and audit trail attached
Each milestone signed off as its own document
Ella confirms the designs meet the criteria in the proposal and signs. Build starts on Monday, and Glasswing invoices the 30% design milestone from its own accounts.
- Criteria from the proposal, ticked
- Signed online, with an audit trail
- The milestone invoice stays yours
Discovery questionnaire Forms block · submitted Mon 12 Oct
- What should the new site do that the old one can't?
- Sell bouquets and gift boxes online, and take bookings for our Saturday workshops.
- Roughly how many pages?
- 10 to 15
- Features you need
- Online shopBookingsBlog
- Do you have your own text and photos?
- Photos yes, text partly
- When do you need it live?
- Before Mother's Day
- Budget range
- $15,000 to $25,000
Forms block · answers saved with the document
Discovery answers inside a document
Before quoting, Ella answers Glasswing's questions in a document: what the site must do, how many pages, which features, her own content and budget. The answers become the sitemap and the scope.
- Questions as a Forms block
- Answers saved with the document
- Zapier trigger: Form Submitted on Document
Forms block: Business plan
Discovery questionnairesA change request is a new version the client signs
Ella wants gift cards in the shop and a weddings page, after the design is signed off. Sam revises the signed proposal into version 2: each change beside the agreed scope, its price, the new project fee and the extra week.
Ella signs version 2 before Ravi starts the work. Version 1 stays in the document's history, so nobody argues later about what was agreed.
- Revise Last Version keeps the earlier version
- Scope and revision rounds in locked studio terms
- Signed online before the extra work starts
Version history and content locking: Business plan
Scope, revision rounds & change requestsAsked for at the design review: sell gift cards before Mother's Day, and show wedding work on its own gallery page.
| Change | Agreed scope | Now | Price ex tax |
|---|---|---|---|
| Gift cards in the shop | Not in scope | Gift cards from $25, emailed to the recipient | +$1,200.00 |
| Weddings gallery page | 5 page templates | 6 page templates | +$320.00 |
- Agreed project fee version 1
- $21,098.00
- This change inc. tax
- +$1,672.00
- Revised project fee inc. tax
- $22,770.00
- Time
- +1 week: launch moves from week 14 to week 15
Signing this version replaces the scope and fee in version 1. Version 1 stays in the document's history. The extra fee is added to the launch invoice.
Accept and sign
Ella Mancini · Owner, Sparrow & Pine
Signed online · Fri 11 Dec 2026, 9:40 am
Change request summary
- Change
- +$1,672.00 inc. tax
- Project fee
- $22,770.00 inc. tax
- Launch
- Week 15
- Version
- 2 of GS-2611
Certificate of authenticity and audit trail attached
The deposit is paid on signing. The milestones stay yours.
Sparrow & Pine's payment milestones are written into the proposal. QuoteCloud takes the deposit when Ella signs; Glasswing invoices each later milestone from its own accounts.
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40%
Paid in QuoteCloud
Deposit
$8,439.20On signing
Paid on signing via Stripe
40% paid online the moment Ella signs, into the studio's own Stripe account.
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30%
Invoiced by your studio
Design approved
$6,329.40Design sign-off, week 6
Invoiced by Glasswing at sign-off
Invoiced by Glasswing once Ella signs the design sign-off.
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30%
Invoiced by your studio
Launch
$6,329.40Launch sign-off, week 14
Invoiced by Glasswing at sign-off
Invoiced by Glasswing once Ella signs the launch sign-off.
- Paid in QuoteCloud
- $8,439.20 40%
- Project fee
- $21,098.00
- Invoiced by your studio
- $12,658.80 60%
QuoteCloud takes a deposit (a percentage or a fixed amount) or the full amount on signing. It doesn't send later invoices, take instalments or remind clients to pay.
What changes in a studio that sends from QuoteCloud
The same work, with less copying between a doc, a spreadsheet, a contract and an invoice.
Care plans that end on a date, renewed in one send
Every care plan and SEO retainer has an expiry date, so the Expiring Soon filter lists what ends this month. Jun bulk-sends the renewal agreement to each client as their own copy, with their plan and price.
Nothing renews by itself: each client reads the new agreement, picks a plan and signs.
- Expiry dates and the Expiring Soon filter
- Bulk send, from the Essentials plan (volume-based costs)
- A new agreement to sign, never an automatic renewal
4 care plans expire in the next 30 days
- Care plan · PriorityHarlow Bike Co. · GS-C-0188 Expires 6 Novin 9 days Accepted
- Care plan · StandardWattle Lane Bakery · GS-C-0192 Expires 12 Novin 15 days Accepted
- Care plan · EssentialCoastline Dental · GS-C-0201 Expires 19 Novin 22 days Accepted
- SEO retainer, 6 monthsBrightwater Legal · GS-S-0277 Expires 24 Novin 27 days Accepted
Built for the way each studio sells its work
The same proposals, sign-offs and agreements, set up around the work you do.
Web design studios
Discovery, design and build in phases on a Gantt, with the deposit paid on signing and a sign-off at each milestone.
Website build proposalsDevelopers & freelancers
A fixed fee or an estimate in hours, a change request for anything new and quotes to the studios you build for.
Fixed fee or time & materialsSEO specialists
Audits paid on signing and monthly retainers in the agreement, with results only ever your own estimate.
SEO proposals & retainersApp developers
iOS, Android and web app estimates by feature and sprint, with the options the client chooses.
App & software development proposalsShopify & WordPress agencies
Store builds with the shop, bookings and integrations as options, then a care plan once it's live.
Optional features & add-onsAgencies & IT providers
Selling retainers across marketing channels, or managed IT? See marketing services and IT services.
QuoteCloud for marketing services
Connected to your project tools, CRM and accounts
Jira, Asana, monday.com and Trello through Zapier or the QuoteCloud API (Essentials and up). Pipedrive natively on Business, HubSpot through Zapier, and Xero and QuickBooks natively on Business, otherwise through Zapier.
- Za ZapierJira, Asana, Trello, HubSpot and more
- API QuoteCloud APIYour own tools and scripts
- Pd PipedriveCRM · native on Business
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HubSpotCRM · via Zapier
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monday.comProjects · Zapier or the API
- As AsanaProjects · Zapier or the API
- Ji JiraIssues · Zapier or the API
- Tr TrelloBoards · Zapier or the API
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XeroNative on Business, or Zapier
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QuickBooks OnlineNative on Business, or Zapier
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StripeDeposits paid on signing
- Sl SlackDocument updates, comments and actions
Templates to start from
Real QuoteCloud templates for website builds, SEO, maintenance and project sign-off. Open one, add your phases, rates and terms, and send.
- Proposal template Website Development Proposal Template A complete website project with your previous work, phases and pricing, signed as the contract. View template
- Proposal template SEO Services Proposal Template SEO strategy, deliverables, timelines and pricing for agencies and freelancers. View template
- Agreement template Website Maintenance Template Set out the website services you provide after launch: a starting point for a care plan. View template
- Sign-off template Project Customer Acceptance Form A project sign-off with eSignature: use it for each milestone you hand over. View template
Browse the template library Templates for web developers & seo
Everything a web studio sends
From the discovery questionnaire to the care plan renewal, for studios, developers, SEO specialists and app developers.
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Website build proposalsDiscovery, design, build and launch as phases on a Gantt, pages as quantities and a deposit paid when the client signs.Explore
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Scope, revision rounds & change requestsLocked scope and revision-round terms, and every change request priced and signed as a revised version before work starts.Explore
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Hosting, maintenance & support plansCare plan tiers as packages, monthly or annual charges in the agreement, expiry dates and renewals bulk-sent for signing.Explore
- App & software development proposalsiOS, Android and web app estimates by feature and sprint, with the hours, the options and the client's sign-off in one document.
- Optional features & add-onsE-commerce, bookings, a second language and integrations as optional items the client ticks, with the total and deposit following.
- Fixed fee or time & materials estimatesOffer a fixed fee and a time-and-materials estimate side by side, so the client chooses how they'd rather pay.
- Deposits, milestones & client sign-offA deposit on signing, later milestones set out in the contract and a separate sign-off document for each milestone.
- Discovery questionnairesThe questions you ask before you quote, answered inside a document with the Forms block, then carried into the proposal.
- Portfolio & case studiesYour best work, team bios and process as content library blocks, dropped into every proposal and kept up to date in one place.
- SEO proposals & retainersAudit, technical fixes, content and link building as monthly charges in the agreement, with results only ever your own estimate.
- Project tools, CRM & accounting connectionsSigned proposals to Jira, Asana, monday.com or Trello through Zapier or the API, Pipedrive directly, and Xero or QuickBooks.
- Web, SEO & app templatesReal QuoteCloud templates for website development, redesigns, SEO, maintenance and app projects, ready to make your own.
- QuoteCloud implementation for studiosYour proposal templates converted, your rates in the catalogue, Stripe connected and your project tools linked.
- FAQAnswers to the questions web studios, developers and SEO specialists ask most.
Questions from web studios, answered
What is QuoteCloud for web developers and SEO specialists?
QuoteCloud is proposal, agreement and eSignature software for web design studios, developers, SEO specialists, app developers and freelancers. You send website and app proposals, change requests, milestone sign-offs, SEO retainers and care plans from your own templates, and clients sign online and can pay a deposit when they sign.
Can I price a website by page and by phase?
Yes. Group the price table into discovery, design, build and launch, with subtotals for each, and make the number of pages the quantity on the build line. Add the shop, bookings, a second language or integrations as optional items the client can tick, and the total and deposit update as they choose.
Can I show the project timeline in the proposal?
Yes, on the Business plan. A Gantt chart block shows each phase and milestone in weeks or sprints inside the proposal your client signs. You set the phases yourself; QuoteCloud doesn't work out durations or track the project once it starts.
Can clients pay a deposit when they sign?
Yes, from the Essentials plan. Set the deposit as a percentage or a fixed amount, or take full payment, and the client pays through your connected Stripe or PayPal account straight after signing. Later milestones are written into the proposal and invoiced by you: QuoteCloud doesn't take instalments or send reminders.
How do I handle change requests and scope creep?
Keep your scope and revision rounds in a locked block (content locking, Business), then send each change as a revised version of the signed proposal with the extra fee and time. The client signs the new version before you start, and earlier versions stay in the document's history (version history, Business).
Can I sell care plans and SEO retainers as monthly charges?
Yes. Monthly or annual plans are repeating price items shown in the agreement, with packages for each tier and an expiry date. QuoteCloud doesn't bill them or renew them automatically: you invoice them, and before expiry you bulk-send a new agreement for each client to sign.
Does QuoteCloud connect with Jira, Asana, monday.com, Trello or GitHub?
Through Zapier or the QuoteCloud API, from the Essentials plan. For example, a signed proposal can create a project or a card in your tool. There is no direct code-repository integration. Pipedrive natively on Business, HubSpot through Zapier, and Xero and QuickBooks natively on Business or through Zapier.
Will QuoteCloud show my SEO results or rankings?
No. QuoteCloud has no analytics, Search Console or rank-tracking features, and it never guarantees rankings or traffic. Your SEO proposal can set out the work you'll do and what you expect to deliver as your own estimate, and your reports come from your own tools.
Your next website project, signed with the deposit paid
Free for 14 days. No credit card required.