You spent months getting the agency brand right. Every proposal and ToB the team sends should reinforce it, not undermine it with a beige Word template that has not been touched since 2018.
Logo, colours and sender details flow from one settings page out to every client touchpoint. No more consultant emails that look like they came from a different company.
A client never sees your team's desk. They see your proposals, your ToBs, your email sender, your signing page. If any of those look generic, the brand you built shows up generic. RateCalc.io makes brand the default, not an after-thought.
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.
Pick a template, set the colours once, every consultant's proposals look like they came from one polished brand. No more "did Sarah change the font again?".
The Terms of Business clients sign carries your logo and colours throughout, from cover to clause to signature page.
Sender name, email, signature, all consistent across the team. Clients see "Pinewood Recruitment" not "no-reply@some-saas.com".
Every sent proposal has a shareable URL on your brand. Drop it in LinkedIn, WhatsApp, anywhere the client lives. Same branded experience as the email.
Change a colour, swap the logo, tweak the sender, see the live preview update instantly. No "let's send a test to ourselves" cycle.
Most clients open the proposal on their phone first. Templates are designed mobile-first so the experience holds up wherever the link gets opened.
Cover page, clause sections, sign button. All carrying your logo, primary colour and brand voice from end to end. Clients sign in their browser instead of printing a Word doc.
Sender name, address and signature pull from your brand settings. Every consultant on the team sends a consistent-looking email so the agency feels like one polished entity.
Set it up once, every consultant's output stays on-brand by default.