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Quote Template for Real Estate Agencies & Agents

Generate real estate service proposals: valuations, management fees, property marketing plans and sale terms.

10 min

per tailored proposal

Agreement

digitally signed

Plan

marketing included

Use this template free

Are you a estate agent?

Independent agency or local franchise

Loses listings because the owner doesn't see the value of paying a commission versus selling on their own.

When I present my services professionally with everything detailed, the owner understands why it's worth working with me.

From wasting time to closing more sales

Before

Explained the services out loud during the listing pitch and left a generic brochure. Many owners compared on commission alone.

After

Sends a tailored proposal with a marketing plan, included services and clear terms. The owner signs the agreement from their phone.

Result: A higher listing rate because owners clearly see the value of each service before deciding.

Example quote for real estate

Quote

QUO-2026-001

Total

£6,840.00

DescriptionQtyPriceTotal
Professional property valuation1£300.00£300.00
Marketing plan (photos + video + portals)1£500.00£500.00
Basic home staging1£400.00£400.00
Viewings management and negotiation1£0.00£0.00
Sale fee (% of final price)1£4,500.00£4,500.00
Subtotal£5,700.00
VAT (20%)£1,140.00
Total£6,840.00

Common problems in real estate

Owners who don't understand the value of real estate services

Fees presented verbally with no professional backing

Competition from free portals and low-cost agents

No formalisation of the services included in the commission

How DealForge solves it

Service proposal with a breakdown of each included action

A visual marketing plan that justifies the fees

Sale agreement with instant electronic signature

Automatic follow-up of pending proposals

Features for real estate

Proposals per property

A marketing plan tailored to each property

Agreement with digital signature

Listings formalised in minutes

Visual services

Photos, video and home staging detailed

Listing follow-up

Know which owners have seen your proposal

Frequently asked questions about real estate quotes

Can I include different fee models in the same proposal?

Yes, you can create several options: fixed fees, a percentage of the sale, or a combination. The owner sees the alternatives and chooses their preferred one.

Can the proposal be adapted to the type of property?

Each proposal is customised with the specific services for that property: whether it's a flat, a commercial unit or a house, the services and marketing plan vary.

How do I handle the sale agreement with electronic signature?

Once the owner accepts your proposal, you can send them the sale agreement to sign electronically with full legal validity.

Guide to quoting in real estate

The real estate service proposal — whether for the sale, rental or management of properties — must stand out from the competition in a market where many agents offer the same thing. The sale or sole-agency agreement needs to detail the services it includes: professional valuation, photo shoot, video or virtual tour, listing on portals, viewings management, negotiation and support through to completion.

For the owner choosing between several agents, seeing a clear breakdown of the marketing plan — the portals where it will be listed, the type of visual material to be produced and the pricing strategy — is far more convincing than a simple sheet with the commission. Including a comparative market analysis with similar properties recently sold reinforces the credibility of the proposed valuation.

DealForge lets real estate agencies create professional service proposals with the marketing plan included, transparent fees and a sale agreement with electronic signature. The owner approves the engagement from their device, and the agency can start marketing the property immediately with documentary backing.

Start quoting in real estate today

Create your first professional quote in under 2 minutes. Free, no credit card.

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