A polished way to present and agree work
- ✓ Branded proposals
- ✓ Reusable templates
- ✓ Client-ready links
- ✓ Electronic acceptance
PRICE TRACEEvery number explained
POLICY CHECK Within authority
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QUOTES / QB-1049Build quote DRAFT
✓ClientRecipient and validity2ScopeServices and pricing3ProposalTemplate and pages4GovernanceTerms and acceptance5ReviewValidate and issue
02Services and products2 selected
Choose the proposal type, then select each eligible service for this quote.
PROPOSAL TYPEFull service⌄
A comprehensive proposal spanning advice, delivery and supporting technology.
●Strategy workshopA facilitated working session · One-off£1,450
●Delivery sprintImplementation programme · One-off£6,800
Scope configured Price governed Ready to present
Built for firms where scope, price and professional judgement matter
AccountancyConsultingAdvisoryManaged Services
Proposal software, completed
The document is only half the deal.
Most proposal platforms help once a price already exists. QuoteBench connects the commercial decisions behind the document to the client experience in front of it.
The commercial system that makes the proposal right
- ✓ Guided deal configuration
- ✓ Explainable pricing trace
- ✓ Margin and authority controls
- ✓ Versioned contractual content
The QuoteBench workflow
Six decisions. One commercial record.
The same quote moves through scope, pricing, proposal design and approval. Nothing is re-keyed, detached or lost between stages.
01
ConfigureChoose what you are selling
Start with the client, proposal type and the services that are eligible for this piece of work.
Scope02
PricePrice within policy
Apply the published rates, quantity bands, modifiers, minimums and discount limits.
Calculation03
DesignBuild the client document
Use the right firm template, then tailor the pages for this client without changing the master.
Proposal04
GovernLock the contract pack
Attach the applicable terms, jurisdiction, service schedules and acceptance method.
Terms05
ReviewClear the exceptions
Check the client view and resolve any outstanding pricing, content or approval issues.
Approval06
SendIssue it for signature
Set the signers, sequence, expiry and reminders. QuoteBench retains the resulting evidence.
EvidenceOne quote record
Scope→Calculation→Proposal→Terms→Approval→Evidence
Current product walkthrough
Follow a quote from configuration to signature.
These views reproduce the current QuoteBench interface, including the five-stage builder, pricing controls and recipient delivery workflow.
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QUOTES / QB-1049Build quote DRAFT
✓ClientRecipient and validity2ScopeServices and pricing3ProposalTemplate and pages4GovernanceTerms and acceptance5ReviewValidate and issue
02Services and products2 selected
Choose the proposal type, then select each eligible service for this quote.
PROPOSAL TYPEFull service⌄
A comprehensive proposal spanning advice, delivery and supporting technology.
●Strategy workshopA facilitated working session · One-off£1,450
●Delivery sprintImplementation programme · One-off£6,800
The number is not a black box
See why the price is what it is.
QuoteBench records the logic behind the commercial decision, not just the total that appeared in the proposal.
- Explain the calculationFollow each rule from catalogue rate through quantity, complexity, cost and discount.
- Protect the economicsHold proposals that breach margin floors or somebody’s authority.
- Publish with confidenceVersion pricing logic so the firm knows which rules produced each quote.
QB-2184Managed service renewal
Within policyBase rateManaged service · 12 months£12,000
Volume tierAnnual commitment · tier 2− £1,200
Complexity modifierMulti-site delivery · +15%+ £1,620
Discount attempted15% requested · partner authority required− £1,863
Needs approval
22% margin floor protectedThe discount is held outside the calculated price until a partner decides.
Governed priceExcluding VAT£12,420
Where QuoteBench goes further
Commercial controls that remain attached to the proposal.
Each control addresses a specific failure point in spreadsheet pricing, email approval and document-only proposal processes.
Define which services can be sold together
Proposal types, eligibility rules, default selections and service schedules guide the quote before pricing begins.
Reproduce the quoted price
The record identifies the rate, quantity band, modifier, minimum fee, cost basis and discount applied to each line.
Apply role-based commercial limits
Published margin floors, discount caps and readiness checks determine whether a proposal can proceed to issue.
Preserve the contractual version
Terms, jurisdiction, service schedules and acceptance controls remain attached to the issued quote and its evidence record.
Controlled recipient delivery
Issue the approved version and retain a reliable record.
Configure recipients, signing order, countersignature, link expiry and reminders before sending a secure proposal. Views and formal decisions remain linked to the quote.
- Multiple signatories
- Enforced signing order
- Expiry and reminders
- Identity and timing evidence
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RECIPIENT DELIVERY AND E-SIGNATURESend, sign and track
Configure multiple signatories, enforced signing order, countersignature, reminders, expiry and identity evidence.
ACCEPTANCE CERTIFICATEQB-2184 · Verified
Accepted- Accepted by
- Alex Morgan, Calder & Rowe LLP
- Agreed price
- £12,420 excluding VAT
- Accepted at
- 16 August 2026 · 14:32 BST
- Evidence
- Proposal, terms and pricing snapshot sealed
Acceptance evidence
The evidence record is created with the agreement.
The accepted proposal, selected options, governed price, policy decision, recipient identity and timestamp remain available as one traceable record.
Within policyNeeds approvalBlocked
Straightforward workspace pricing
Price the workspace, not every person involved.
Bring the people who configure, prepare, check and approve client work into one process without multiplying the base licence.
Compare all plansFor smaller firms establishing a consistent quoting process.
£129per workspace
per month + VAT
per month + VAT
For established practices governing pricing, approval and delivery.
£249per workspace
per month + VAT
per month + VAT
For larger practices with higher volumes and connected operations.
£399per workspace
per month + VAT
per month + VAT
A controlled commercial process
Standardise how the firm scopes, prices and issues client work.
Configure services, apply published pricing controls and retain the evidence behind every issued proposal.
Start a quote