Build a Quote Generator for Agencies
Build client proposals with itemized services, automatic totals, and sent or accepted status tracking across every account. Free to start.
16,176+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A quote generator for agencies is a web app that packages a scope of work — retainers, project fees, and deliverables across services — into a branded estimate clients approve from a shareable link. Every quote is stored as a record so new-business pipeline and close rates are easy to see.
What your agencies quote tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for agencies.
Client / account name
Anchors the quote to an account so proposals and renewals stay organized.
Service / scope lines (SEO, paid, creative…)
Itemizes each workstream so the client sees value per service, not one lump fee.
Engagement type (retainer / project / sprint)
Sets whether this is recurring revenue or a one-off, which changes how you present the number.
Monthly retainer or project fee
The core commercial figure — MRR for retainers, total for projects.
Team allocation / hours per role
Ties the fee to strategist, designer, and specialist time so scope is justified.
Discount or agency markup
Records any negotiated discount or media markup so margin is tracked per deal.
Contract term / duration
Defines the commitment length, which drives lifetime value of the account.
Quote total (MRR or one-off)
The bottom line the client signs off on.
Status (draft/sent/accepted/declined)
Tracks pitch pipeline from sent to closed.
What good looks like for agencies
One app, a view for everyone
Account director / owner
Deal margin, close rate, and the mix of retainer vs project revenue.
New-business lead
How many quotes are sent vs accepted, and where deals stall.
Client marketing lead
The scope per service, deliverables, and the monthly cost to their budget.
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the quote you actually want and own it outright.
A typical quote
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around agencies
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how agencies actually works
Build it in 3 steps
Describe it
Tell Kleap what your agencies needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can I quote a monthly retainer and one-off projects in the same tool?+
Yes — use the engagement-type field to mark a quote as a retainer (MRR) or a fixed project, and itemize each service as its own line. Both are stored as quote records, so you can track recurring and one-off pipeline side by side.
Can the client e-sign the SOW?+
No — Kleap doesn't include e-signature or contract-execution. When a client approves, the quote is recorded as an 'accepted' status on your dashboard and you keep the shared link as the reviewed version. For a legally executed SOW you'd handle signing separately.
How do I present a multi-service scope cleanly?+
Give each service its own line item with its own sub-total (e.g. SEO, paid media, creative), then let the tool roll them into one total. Clients approve faster when they can see what each workstream costs rather than a single opaque retainer number.
Can each client only see their own quote?+
Yes — quotes are per-user scoped in your dashboard, and each client only ever gets the specific shared link to their own estimate. One client can't browse another's proposal.
More Quote Generator use cases
Ready to build it?
Describe your agencies quote and watch it come to life. Free to start, no code.