For consultants

Quote fast. Send faster. Win more.

Every minute spent fighting a spreadsheet is a minute not in front of a client. RateCalc.io is built around how you actually work the desk: quote, send, follow up, close.

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Your screen

Quote, branded, sent. Three clicks.

Pick the client, enter a pay rate, let the on-costs and margin maths happen automatically. The Send button delivers a branded proposal the client can accept on their phone.

New proposal
Northgate Logistics · Class 1 days
Margin protected
Pay rate
£16.00/hr
Target margin
11.5%
Holiday Pay 12.07%£1.93
Employer NI£2.69
Pension auto-enrol£0.48
Apprenticeship Levy£0.08
Send branded proposal£24.04 bill →
The one thing you would kill for

A proposal out the door in 30 seconds

Most consultants quote with a calculator, a spreadsheet and a Word doc open at the same time. You enter the pay rate four times across three apps and pray you have not missed an on-cost. We fixed that.

  • Pick a client, enter a pay rate, send. Three clicks, done.
  • Holiday pay, NI, pension, AWR, levy, all calculated automatically.
  • Margin shown live as you type so you know the rate you send is the rate you take home.
● What you get

Built around how consultant / am actually works

The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.

Quote in seconds, not minutes

Saved templates per role type so the second proposal to a client is even faster than the first. Duplicate any past quote in one click.

Branded proposals sent from your email

Logo, colours, your sender details on every send. Clients click a single link, see a clean breakdown, accept in one tap. No PDFs to download.

Convert accepted quotes to ToBs in one click

Once a client accepts the rate, convert the quote straight into a Terms of Business document. Rates carry across, you fill in nothing twice.

Margin protection by default

Set your floor once. If you drop a quote below it, an amber warning flags it before you send. Your margin is protected even on a busy Friday afternoon.

See when clients open your proposals

Sent, viewed, accepted, declined, all tracked automatically. Know exactly when to follow up.

Forward, remind, rescind

Forward a proposal to another decision-maker, send a polite nudge if it has been sitting unread, or pull and re-issue if rates have moved.

Track every send

See exactly when clients open your proposals

Sent, viewed, accepted, declined. All tracked automatically against every proposal so you know exactly when to follow up and what to chase. No more "did they get it" guessing.

Today’s outbound
Live status on every proposal you sent
4 today
Northgate Logistics
Class 1 nights
£24.20
Accepted
Harbour Foods
Warehouse PM
£14.40
Viewed
Southfield Dist.
Class 2 days
£18.60
Sent
Meridian Eng.
7.5t · weekends
£22.10
Declined
Terms of Business in one click

Toggle clauses on or off per client

Required clauses are locked. Optional clauses toggle on or off per client without affecting the agency-wide template. Save & Send pushes the document to the client for browser-based signature.

Terms of business
Toggle clauses per client
Per client
Introduction & definitionsRequired
Intro fee schedule (15%)
Rebate window — 12 weeks
Replacement guarantee
Late payment terms
Limitation of liabilityRequired
Save & send for signature5 clauses →

Plus everything else you would expect

Per-shift rates for nights, weekends, bank holidays
Optional extras like uniform or transport priced separately
Client comparison tool to A/B two rate scenarios side by side
Activity feed so you can pick up exactly where you left off

Less spreadsheet, more selling.

Set up takes 20 minutes. Your first proposal goes out the same morning.

See pricing →
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