Configure your agency in the back end. Your consultants and sales team send branded proposals and Terms of Business all day. You see every quote, every signature, every status in one pipeline.
Card needed to start. Nothing is taken for 7 days, and if you cancel before day 8 you pay nothing.
The owner sets brand, quote defaults, cost items and cover tiers once.
Consultants price a role and send a branded, trackable link.
Accepted proposals become signed Terms of Business, all in one pipeline.
An evening's work for the agency owner. Logo, brand colour, on-cost stack, cost-item library, negligence tiers, default margin. Configured in the back end once, and every proposal your team builds from here on uses these defaults.
Pick a colour or paste a hex code. Header bar, table accents and bill-rate row all update instantly. Three template styles to choose from, with a live preview while you edit.
Statutory on-costs, finance, default margin and payment days. Set in agency settings, applied to every new quote your team builds. Different sector? Different on-cost stack? Override per role or per client.
DBS checks, PPE, out-of-hours premiums. Per-hour items roll into the bill rate; per-shift / per-placement charges show on the doc as separate lines. Build the library once for the whole agency, reuse on every quote.
Add, rename, remove cover tiers. Set the cover amount and the per-hour rate you charge. Pick a default for new quotes. In cost or on doc only: your call.
Consultants and sales staff log in and just go. The defaults you set in Stage 1 are already there. They pick a role, type a pay rate, choose whether the client sees the breakdown, and send a branded link. Five minutes, end-to-end.
Real PAYE on-costs, real invoice finance, real DNI. No estimates, no rounding. The same engine that powers your saved quotes, running off the defaults the agency owner set up in Stage 1.
Most rate calculators show you the gap between cost of employment and bill rate and call that a margin. It isn't, once invoice finance on your client's payment terms is in. RateCalc.io shows both numbers on every saved quote, consultant-side only. The client sees the clean branded view, you see the gap.
Some clients want every line. Others just want the number. One toggle on the proposal, same calculation either way: the rate is identical, only what the client sees changes.
Your client gets a branded URL they can open on any device. Watch them open, view, accept, decline or sit on it. Every state surfaces back to your dashboard the moment it happens.
No PDFs. No attachments. A real branded link your client can open, view and respond to in seconds.
Accepted proposals convert into a signable Terms of Business in one click. Client signs in their browser. You see every proposal, every signed contract, every status in one searchable pipeline.
Accepted proposals convert into a Terms of Business with the rates baked in. Client signs in their browser: no print, no scan, no third-party platform charging per envelope. Signature image, IP and timestamp captured for audit.
Signature image, IP address, browser and timestamp captured. Audit-ready, no e-signature fees.
One dashboard. Every proposal, every status, every signed contract. Filter by recruiter, by client, by sector, by week. The numbers a business leader actually needs to coach the team.
Every proposal, every status. Filter by recruiter, by client, by sector. Know what's gone out and what's come back.
The client roster that builds itself as your team works. Sector-tagged, sorted however you want, with a 7-stage funnel chevron showing where each relationship sits. Margin pill, win-rate pill, weekly pipeline value, last-contact age: the at-a-glance signals that tell you who to chase, who to nurture, who needs a rate review.
CRM-lite that builds itself as your team sends proposals. Contacts, tags, notes log, activity history per client.
Every accepted proposal carries a Rate Review button. One click clones its rates into a fresh draft with the transformation you pick: annual %, NLW pass-through, flat pence, on-cost change, or a one-button 2026/27 government preset (NLW +£0.50, employer NI stays at 15%). Live preview shows every cell's current → new pay + bill + margin before you save. Content fields (why-this-rate copy, bullets, footer) clear so the renewal conversation is fresh.
Save as draft → opens in the proposal builder with the new rates + cleared content, ready to review and send.
Save your defaults, add roles, send your first proposal today. Or jump on a 20-minute walkthrough with us first.
Card needed to start. Cancel before day 8 and you pay nothing.