When everyone starts from their own file, differences appear fast: a different fee rate, a missing clause, a replacement guarantee that varies from one client to the next. The day the terms have to be applied, nobody can find the right version.
A quote built on your templates and a shared catalogue settles that. The terms come from the deal, the layout is the same across the whole agency, and the signed document stays attached to the client account.
You start from the deal, pick the line items from the catalogue, then adjust the rate and any specific terms. The document comes out in your own layout, ready to sign.
| Service | Amount |
|---|---|
| Recruitment fee, 18 % of gross annual salary | 9 600 € |
| Job-skills assessment, flat fee | 450 € |
| Job posting fees, paid channels | 300 € |
Example quote. Fictional data.
Six situations where quoting wastes an agency's time.
The line items come from the catalogue, the terms from the deal, the layout from the template. All that is left is what is specific to this client.
Reference rates are shared. Two consultants no longer quote two different prices for the same service.
The quote goes out for e-signature from the record and comes back signed to the same place. No more printing, scanning or mislaid attachments.
What was accepted becomes what is billed, in one go or on the agreed schedule. No more gap between what was sold and what is invoiced.
Every quote stays attached to the client account. You can find what was proposed last year, at what price, and what was accepted.
If a discount goes beyond the threshold you set, the proposal goes to an approver. The rule is configured by role, not by individual.
What people ask us about quotes