For agencies

Quoting software for agencies

SimpliQuote helps agencies quote retainers and project work in one branded document — monthly and one-time pricing side by side, clean proposals, and online acceptance with e-signature.

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7-day free trial · then $15 CAD / user / month · cancel anytime

In short: SimpliQuote is quoting software for agencies: quote monthly retainers and one-time projects together in a branded document, with approvals, pipeline tracking and online acceptance built in.

Built for your work

Quote retainers and projects in one place

Agencies sell a mix of recurring retainers and one-off projects. SimpliQuote handles both in one branded document, with the approvals and pipeline visibility a growing agency needs.

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Retainers + projects

Quote a monthly retainer and a one-time project build in the same document, with the recurring and one-time totals kept separate.

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Polished, on-brand

Your logo, colours and rich descriptions make every quote look like part of your agency's brand.

✓

Accept & e-sign

Clients approve scope and sign online — faster sign-off, fewer revisions lost in email.

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Approvals for discounts

Require sign-off before a big discount or a thin-margin retainer goes out.

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Pipeline tracking

See which proposals are sent, viewed and accepted so you know where revenue stands.

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Reusable service packages

Save your standard packages and drop them into new quotes in seconds.

From quote to signed in three steps

1

Build it

Drop products and services from your catalog into a branded quote. Totals, tax and margin calculate as you go.

2

Send it

Share a link or email it from your own address. Your client reviews it on any device.

3

Win it

They accept and sign online, and you're notified instantly. Status updates automatically.

What is simple quoting software?How to write a quoteCompare Salesforce, PandaDoc & Zoho

FAQ

Questions, answered

Can SimpliQuote quote monthly retainers?
Yes. Monthly and one-time line items live in the same quote, and the recurring retainer total is kept separate from one-time project fees automatically.
Is it good for agency proposals?
Yes. Rich text descriptions, your branding, section headers and online acceptance make it a clean way to send scope and pricing clients can sign.
Can I require approval on discounts?
Yes. Set approval rules so a manager signs off when a discount or margin crosses your threshold before the quote can be sent.
How much does it cost?
SimpliQuote is $15 CAD per user per month with a 7-day free trial.

Start quoting in minutes

Create your workspace, add your branding, and send your first quote today. 7-day free trial, then $15 CAD per user monthly.

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