For marketing & creative agencies
From pitch to retainer without the paperwork.
Send the proposal, get it signed, and turn every won account into a monthly retainer that bills and collects on its own — with a seat for your team and a workspace for each client.
One account, three moves, no handoffs.
Winning the work is only the start; the paperwork after it is where agencies lose the afternoon. QuoteHQ runs pitch, signature, and billing as one line.
- 01The pitch
Send a proposal that looks like the work.
Draft the scope from a conversation — phases, deliverables, and fees as line items — then send a branded proposal the client reads and signs on a phone. AI gets the first draft on the page; you edit every line so it lands in your studio's voice, not a template's.
- 02The win
Signed, and the account stands itself up.
The client e-signs in the browser and you get a sealed, ESIGN-compliant PDF. The moment it's accepted, QuoteHQ fires the deposit invoice, opens the project with its first tasks, and starts any recurring billing — so the kickoff isn't a scramble across four tools.
- 03The retainer
Bill the monthly retainer without touching it.
Set the cadence once and each retainer invoice raises and sends itself on the day it's due. Put a card on file with the client's consent and autopay clears it — so a book of standing accounts collects on schedule while you're on the next pitch.
A seat per person, a workspace per client
Run the whole book from one place.
Every client gets its own workspace — proposals, invoices, projects, tasks, and the full activity trail in one view. Add a seat per team member with the right role, and each standing retainer bills on its cadence without anyone opening a spreadsheet.
How recurring and autopay work →This month’s retainer book
- Northwind Co.
- Monthly
- Atlas Studio
- Monthly
- Vale & Roe
- Quarterly
Questions agencies ask.
How does QuoteHQ price its plans for an agency?
Per-seat, billed monthly: Core at $29, Pro at $79, and Agency at $149 per user, per month, each with a 14-day free trial and no card required to start. Add a seat per account manager, strategist, or designer who sends proposals — there's no separate monthly fee to accept card or bank payments.
Does it sync our retainers and invoices to QuickBooks?
Yes — push-only to QuickBooks Online for US businesses. Every retainer invoice, the payments against it, and the processor fees post automatically and land categorized, so the whole book of accounts posts without data entry. An import wizard brings your existing clients and items over when you connect.
Is an e-signed statement of work legally binding?
It's built to the U.S. ESIGN Act. When a client signs the SOW, QuoteHQ captures their consent, name, IP address, browser, and a timestamp, then seals the document to a tamper-evident PDF fingerprinted with a SHA-256 hash and keeps it in a retained archive — the record you want if scope is ever questioned.
What happens to card fees on a retainer?
Your clients cover them, not you. Every invoice lists a card price — computed automatically — and a bank-transfer price. A client who pays by card covers the processing cost inside the card price; a bank transfer (ACH), the usual choice for a larger monthly retainer, carries no card fee at all. Either way you net the retainer amount you set.
Do we keep ownership of our client data?
Yes. QuoteHQ acts as your processor for the client records you enter — we never sell personal information and never train general-purpose AI models on your data. Every signed SOW is retained and downloadable as a sealed PDF, so your agency's records stay yours.
Keep reading
Solo advisory or managed IT? QuoteHQ for consultants and for IT services.
Pitch it, sign it, put it on retainer.
Start the trial, send your next proposal, and turn the win into standing monthly revenue.