🗂️ Kit of 5 Templates

Kit of 5 Quote Templates by Sector

Every sector has specific needs. Download 5 ready-to-customize templates: professional services, physical products, SaaS, creative agency and strategic consulting.

What's included:

Professional services template (hours + rate)
Physical product template (with logistics)
SaaS template (monthly/annual plans)
Agency template (per project with milestones)
Consulting template (monthly retainer)

What you'll find inside

A preview of the key points. Download to access the full content.

01

Professional services

Hours × rate structure. Includes a clause for extra hours and scope changes.

02

Physical product

Table with quantities, volume discounts, shipping costs and delivery times.

03

SaaS / Software

Monthly/annual plans, included users, add-ons. Auto-renewal clause.

04

Creative agency

Project phases with payment milestones (30/30/40%). Rights assignment after full payment.

05

Strategic consulting

Monthly retainer with included hours + an extra pool. Enhanced confidentiality.

💡 Companies using sector-specific templates close 28% faster.

Source: Docusign Report

💡 Milestone payments reduce non-payment by 45% vs net-30 terms.

Source: SMB association

Your 5 templates, centralized in DealForge

Save your templates and apply them in 1 click per client. No time wasted on every proposal.