The client doesn't know what the fee covers
Without a formal document, the client assumes a filing includes steps that are actually billed separately, and the clarification comes too late.
For professional services
Clear quotes for accountants, lawyers, and independent advisors
Put your rate, the scope of the filing or case, and your payment terms in writing before you start — for one-off work and recurring retainers alike.
Free to start. No card required for your first quote.
Hourly or flat-fee ratesValidity and payment termsSimple e-signature
Industry problems
The quote never expires
Many filings have legal deadlines, but without an explicit validity window a client can show up months later expecting the same price.
Payment terms are agreed over the phone
Deposits, timelines, and payment method get settled in a call, and nobody remembers the same terms when the invoice arrives.
How Quotive helps
Quote by the hour or by the filing
Set an hourly rate for advisory work or a flat fee per filing, with each line item broken out so the client sees exactly what they're paying for.
Set validity and payment terms upfront
Add an expiration date to the quote along with deposit or payment-on-delivery terms, visible from the very first look.
Send the link and sign without paperwork
Your client reviews the quote from a link, with nothing to print or scan, and approves it with a simple e-signature.
Real example
Quote example
One-off legal filing billed by the hour
A lawyer quotes a contract review and filing: 6 hours of advisory work at $80/hour plus the notary filing fee, valid for 10 days with a 50% deposit. The client opens the link, reviews the terms, and signs before the deadline.
- Legal advisory (6 hours at $80/h) — $480
- Notary filing and registration — $150
- Review of additional clauses — $70
Benefits
No more arguments over what the price covered
The scope and quoted hours are signed off from the start, so any extra step gets billed separately and clearly.
Recurring clients with less friction
Duplicate the quote for a monthly service — bookkeeping, ongoing legal advice — and adjust only what changed each period.
Validity that protects your rate
If the client doesn't sign within the window, the quote expires automatically and you can update the price without an awkward conversation.
Frequently asked questions
Can I quote hourly work and a flat fee in the same quote?
Yes. You can combine hourly advisory line items with flat-fee line items for one-off filings within the same quote.
How do I make the quote's expiration date clear?
Every quote has a configurable validity window. Once it passes, the quote is marked expired and the client can no longer sign it at that price.
Can I request a deposit before starting the filing?
Yes. You can state payment terms, like a deposit percentage, directly on the quote before the client signs.
Does it work for recurring services like monthly bookkeeping?
Yes. You can duplicate each month's quote and adjust only the line items that changed, ideal for ongoing advisory or bookkeeping work.
Can the client sign the quote without visiting my office?
Yes. Your client reviews and signs through the public link with simple e-signature, no printing or in-person visit required.
For professional services
Put your rate and payment terms in writing
Quote filings and recurring advisory work with clear validity and simple e-signature.
Create my first quote