The retainer scope never makes it to paper
Without a formal document, the client assumes hours or deliverables that were never agreed on, and every month you re-explain the scope.
For agencies
Quotes built for agencies that work in retainers and phases
Build clear proposals for monthly retainers and phased projects, with scope and revision rounds documented from day one.
Free to start. No card required for your first proposal.
Scope by phaseRevision rounds includedSimple e-signature
Industry problems
Phased scope gets lost in email
Discovery, strategy, production, and reporting end up scattered across email threads, with no clear total per phase.
Revision rounds have no limit
Without a documented number of included rounds, every extra tweak turns into an awkward conversation with the client.
How Quotive helps
Quote by phase or by retainer
Break out line items for discovery, production, and reporting, or define a monthly retainer scope with clear limits.
Send a link, not a lost PDF
Your client sees the proposal through a professional link, no download required, and can comment directly on any line item.
Approve scope with a signature
Once the client signs, the scope and included revision rounds are documented — no ambiguity for next month.
Real example
Quote example
Monthly marketing retainer with 2 revision rounds
An agency quotes an $1,800/month retainer that includes content strategy, 8 design pieces, and up to 2 revision rounds per piece. The client opens the link, comments on one line item, and signs in under a day.
- Monthly content strategy — $400
- 8 design pieces (2 revision rounds each) — $1,200
- Results report — $200
Benefits
No more 'that wasn't included'
Scope and revision rounds are signed off from the start, so every extra tweak gets quoted separately and clearly.
Retainers that renew themselves
Duplicate last month's quote in seconds and adjust only what changed, instead of rebuilding it from scratch.
Creative approval with tracking
You know exactly when the client viewed the proposal and when they signed, no chasing approvals over chat.
Frequently asked questions
Can I quote a monthly retainer alongside phased projects?
Yes. You can create a recurring quote for the retainer and separate quotes for one-off projects, each with its own scope.
How do I make clear how many revision rounds are included?
Add a line item or an explicit note stating the included round count. Any extra round gets quoted as a separate line item.
Can the client comment on specific line items before approving?
Yes. The client views the quote through the public link and can leave comments on any line item before signing.
Does it work for both project-based and retainer teams?
Yes. The line-item structure works for phased projects as well as retainers with a fixed monthly scope.
Can I reuse a quote for next month's retainer?
Yes. Duplicate the previous quote from your catalog and adjust only the line items that changed before resending it.
For agencies
Put your agency's scope in writing, not in email
Quote retainers and phased projects, with clear revision rounds and simple e-signature.
Create my first proposal