ChatQuoteQuoting software for marketing agencies and consultancies
Marketing proposals scoped and drafted before the discovery call
The assistant asks about channels, duration, budget band and existing assets, captures the contact and drafts a retainer or project proposal from your rates.
30-day free trial · No card needed · Set up from your website
A “we need help with marketing” enquiry could be a one-off audit or a year-long retainer. Someone has to find out which channels, for how long and with what budget before writing a proposal.
ChatQuote asks those questions on your website, learns your packages and monthly rates from past proposals, and drafts a quote with phases and monthly lines plus a branded PDF.
Your team approves every proposal before it goes out, and can change scope by typing a sentence. The chat only mentions a budget range if you allow it.
The questions it asks before it scopes a retainer
Your qualification call, run on your website, so the first draft fits the client.
Which channels?
Paid search, social, SEO, email or content each carry different monthly effort and tooling, and each becomes its own line.
For how many months?
A three-month project and a twelve-month retainer are priced and phased differently. The quote lays out monthly lines accordingly.
Which budget band?
A band, not a figure, tells you whether the enquiry fits your packages and which to propose, without pricing in the chat.
Existing assets and reporting?
Brand guidelines, ad accounts, a tracked website and the reporting they expect decide the set-up phase.
What the agency proposal looks like
A set-up phase, monthly lines and the assumptions every retainer proposal needs.
Phases and monthly lines
Onboarding and strategy as fixed lines, then monthly retainer lines per channel, with quantities and your rates. VAT is dealt with.
Scope boundaries in writing
Ad spend excluded, reporting cadence, revision rounds and notice periods are stated so the retainer starts on clear terms.
A proposal in your brand
Your logo and colours on a PDF that waits for Approve & send. Refine it in chat and see the lines that changed.
Quoting software for marketing agencies: common questions
How do marketing agencies price a retainer?
Usually by channels, hours or deliverables per month and the length of the engagement. ChatQuote asks for those on your site and drafts the monthly lines from your past proposals.
Can it qualify leads by budget without quoting in the chat?
Yes. It can ask for a budget band and still say nothing about your prices. Switch ballpark estimates on only if you want a non-binding range given from your rates.
Where do my proposals and client data live?
Your ChatQuote database is hosted in London. Past proposals only teach the assistant how you price and are never shown to prospects. Only admins see rates.
Let the next retainer enquiry arrive already qualified
Start your agency’s 30-day free trial, no card needed.