£
Q
Quote
IQ
Internal quote & pipeline tracker · Intelligent Dashboards
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All products
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All statuses
Draft
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New quote
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Company / prospect
Contact name
Email / phone
Product
Deployment
Hosted
Local
Bespoke
—
Seats
Billing
Annual — 2 months free
Monthly-rolling
Founders Discount for life
Free
Contract term
1 year
2 years
3 years
Cost breakdown
Implementation & Onboarding (£)
Seat rate (£/mo each)
Implementation & Onboarding — what's included
Itemised breakdown (optional) — one priced line per row (e.g. per phase), instead of a single Implementation & Onboarding total. Leave empty for a simple flat fee.
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Includes hosting
Consultancy (days)
Consultancy rate (£/day)
+ expenses (billed at cost, not included in the figure below)
Discount
Quote value (£) — due before day 1
Years 2–3 (£/mo) — from contract anniversary
Date issued
Status
Draft
Sent
Accepted
Declined
Notes
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Direct Debit
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Direct Debit status
Not set up
Mandate sent — awaiting authorisation
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Payment failed / retrying
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Recurring amount (£)
Interval
Monthly
Annual
GoCardless reference
Next collection
Note (last payment, issues…)
GoCardless ↗
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