Brand on every doc. Every send. Every signature.
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.
Card needed to start. Nothing is taken for 7 days, and if you cancel before day 8 you pay nothing.
Branded proposal, signature flow, sender email
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.
Brand consistency across every client touchpoint
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.
- Logo, primary + secondary colour, sender name and email apply to every send across the agency
- Live preview shows exactly what the client sees before you commit
- Auto-suggested swatches from your uploaded logo so brand colours always match
Built around how your day 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.
Branded proposal templates
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?".
Branded ToB documents
The Terms of Business clients sign carries your logo and colours throughout, from cover to clause to signature page.
Branded send emails
Sender name, email, signature, all consistent across the team. Clients see "Pinewood Recruitment" not "no-reply@some-saas.com".
Branded public sign URL
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.
Preview every change before it ships
Change a colour, swap the logo, tweak the sender, see the live preview update instantly. No "let's send a test to ourselves" cycle.
Mobile-first proposal viewing
Most clients open the proposal on their phone first. Templates are designed mobile-first so the experience holds up wherever the link gets opened.
Terms of Business that match your visual identity
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.
The inbox preview clients actually see
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.
Plus the things that build the brand long-term
Looking at this from a different angle? See all sectors
- Demo branding mode for sales calls (apply a prospect's brand temporarily)
- Sector-specific copy that lands the right way for the right vertical
- Public Cost of Hire lead magnet at /tools/cost-of-hire for organic SEO
- Roadmap page so prospects can see what is coming next
Every client touchpoint reinforces the brand.
Set it up once, every consultant's output stays on-brand by default.
Every plan starts with a 7-day free trial. Card needed to start. Cancel before day 8 and you pay nothing.