IndustriesAgencies
Quotation software for agencies that want the scope signed before the work starts
Itemize the deliverables, put revision limits and ownership in your terms, collect the upfront payment on approval and bill monthly retainers without lifting a finger.
Free plan, no credit card needed.
Northlight Studio
Quote for Harbor Physical Therapy
- Brand identity package$4,500.00
- Website design and build$9,800.00
- SEO retainer, first 3 months × 3$3,600.00
Signed by
Harbor Physical Therapy
What slows agencies down
The problems, and how Quotup handles them
Scope creep starts in the quote
"A website" means something different to everyone. Vague quotes turn into unpaid rounds of revisions.
With Quotup: List each deliverable as its own line with a quantity, like page templates or revision rounds, and keep your revision and ownership terms on every quote.
Chasing the upfront payment
The client approves by email, then the deposit takes three weeks and the kickoff slips.
With Quotup: Set a 50% deposit on the quote. The client signs and pays it in the same step, so kickoff is booked when the money arrives.
Retainers billed by hand
Recreating the same retainer invoice every month is easy to forget and awkward to chase.
With Quotup: Set up a monthly recurring invoice once. It goes out on its own and overdue ones get reminders.
A worked example
Example: a website redesign with a care plan
A five-person studio quotes a website redesign, with the monthly care plan billed separately once the site launches.
- 1
Add discovery, page templates, development and content migration as separate lines so the client sees what each part costs.
- 2
Attach the mood board PDF and keep your standard terms: two revision rounds per template, ownership on final payment.
- 3
Set a 50% deposit. The client signs and pays it online, and you book the kickoff.
- 4
Quotup creates the invoice with the deposit applied, so the balance is ready to collect at launch.
- 5
Set up the care plan as a monthly recurring invoice that sends itself.
Northlight Studio
Quote Q-0093 for Harbor Physical Therapy
| Item | Qty | Price | Amount |
|---|---|---|---|
| Discovery workshop and sitemap | 1 | $1,800.00 | $1,800.00 |
| Page template design | 8 | $650.00 | $5,200.00 |
| Development and CMS setup | 1 | $7,500.00 | $7,500.00 |
| Content migration (pages) | 40 | $35.00 | $1,400.00 |
- Subtotal
- $15,900.00
- Total
- $15,900.00
- Deposit due on approval (50%)
- $7,950.00
Valid for 30 days
Includes two revision rounds per template. Extra rounds are billed at $120/hour. Files transfer on final payment.
Activity
- Quote sentWed 5:10 pm
- Viewed by the customerThu 9:22 am
- Signed and approvedThu 4:05 pm
- Deposit paidThu 4:07 pm
An example quote as it appears in a Quotup account. Names and prices are illustrative.
Features
What matters most for agencies
Deposits on approval
Ask for 50% (or any percentage) upfront and the client pays it when they sign.
Your terms on every quote
Revision limits, ownership and payment terms saved once and added automatically.
Retainers on autopilot
Monthly or quarterly retainers invoiced automatically, with reminders when they're late.
Attach the creative
Add mood boards, wireframes or a proposal PDF to the quote.
Your brand
Your own web address on every plan, and your logo and colors on Pro.
Is it right for you?
Where Quotup fits, and where it doesn't
A good fit for
- Design, branding, marketing and web agencies
- Studios and consultancies with fixed-price projects and retainers
- Teams who want the quote, signature, deposit and invoice in one flow
Not built for
- Designed, multi-page proposal documents with custom layouts
- Time tracking or hourly billing from timesheets
- Project management and task boards
Can I require 50% upfront?
Yes. Set the deposit percentage on the quote and the client pays it by card or bank when they approve.
Can I bill a monthly retainer automatically?
Yes. Create a recurring invoice with the retainer amount and it goes out every month, or quarter, until you stop it or it reaches the end date.
Is Quotup a proposal builder?
Not exactly. Quotup sends itemized quotes with your terms, attachments, an online signature and payment. If you have a designed proposal deck, attach it as a PDF and let Quotup handle the approval and deposit.
Can clients sign online?
Yes. Clients type their name, draw a signature with their finger or mouse and approve from any device. You're notified straight away.
Does it work with QuickBooks?
Yes. Customers, invoices and payments sync to QuickBooks Online.
Guides for agencies
Guides5 min read
How to Create a Professional Business Quote
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Quoting software for agencies, free to start
Set up your catalog, send your first quote and get it approved online today.