Agency quote template
A reusable agency quote model that becomes the proposal.
Keep the variables your team uses to price the work, then turn the same record into a buyer-ready page for approval.
Why the old workflow breaks
Keep the pricing logic. Remove the proposal rebuild.
FolioLayer is designed for small agencies packaging custom services, retainers, and phased projects. The spreadsheet remains the source of the price; the buyer receives a clear proposal link with scope, total, deposit, remaining balance, and approval.
Different team members explain the same package differently.
Retainers, setup work, and add-ons make totals harder to present.
Proposal revisions become disconnected from the source estimate.
Approval and deposit follow-up happen in separate tools.
Model
Price the base scope, effort, margin, and deposit.
Client
Attach the account and buyer notes.
Proposal
Make the package and next step understandable.
Publish
Send one decision-ready link.
From model inputs to buyer decision.
Model
48 hrs × $125
Proposal
$7,080 total
Deposit
$2,478 due
Edit hours, rate, margin, or deposit once. The buyer-facing total updates from the same record instead of being retyped into a document or PDF.
Prepared for Marin Growth Co.
Website redesign
Project total$7,080
Deposit due$2,478
Remaining$4,602
Frequently asked questions
What kinds of agencies fit?
FolioLayer is designed for small web, branding, marketing, design, and consulting teams that already quote custom work from spreadsheets.
Can several services be quoted together?
The current model supports a clear service scope, hours, rate, margin, and deposit. Use the proposal summary to explain phases or bundled work.
Can we draft before creating an account?
Yes. Import, edit, and preview first. Create an account when you want durable saved records.
How much does publishing cost?
The Starter plan is $29 per month when you are ready to publish live proposal links.
Start with one real quote
Bring the pricing model you already trust.
Draft and preview for free. Upgrade to $29/month only when you are ready to publish live proposal links.