Pricing that closes itself
Build dynamic, branded quotes in minutes. Bundle services, apply your firm's rules, and turn every quote into a signed engagement — without ever touching a spreadsheet.
Stop pricing in spreadsheets
Quote, win and onboard — in one journey
MyDocSafe's Pricing Tool replaces the messy mix of Excel models, Word templates and copy-paste emails. Pick services from your catalogue, let the rules apply discounts and bundles automatically, and present a beautiful, branded quote that the client can accept, sign and pay — all in one click.
Service Catalogue
A single source of truth for your services and prices
Define every service you sell — one-off, recurring, fixed-fee or hourly — in one centralized catalogue. Update a price once and every future quote uses the new number. Stop arguing about whose Excel sheet has the latest rate card.
- Centralized service & rate card library
- One-off, monthly, annual or hourly billing
- Tiered pricing by client size or band
- Multi-currency support
- Version history so you can audit changes
Service Catalogue
Dynamic Quote Builder
Dynamic Quote Builder
Pick, bundle, discount — and price updates live
Drag services into a quote and watch the total recalculate as you go. Apply rules-based discounts, switch between monthly and annual, add optional add-ons — your client sees a clear, professional summary, not a wall of line items.
- Drag-and-drop service selection
- Bundles & package deals with one click
- Rule-based discounts & volume pricing
- Live total updates as the client toggles options
Per-Client Pricing
Bespoke pricing, saved on the client record
Some clients negotiate hard. Others have legacy rates you've inherited. Either way, MyDocSafe lets you set bespoke per-client pricing — saved directly on the client record — so the right number is applied automatically on every future quote, invoice and renewal. Your firm-wide catalogue stays clean; the special cases stay quietly correct.
- Override any catalogue price for an individual client
- Custom rates stored permanently on the client record
- Automatically applied on every future quote, invoice and renewal
- Effective dates so price changes take effect when you choose
- Full version history — see what changed, when and by whom
Perfect for inherited rate cards, partner-level deals, multi-entity groups and any client who simply has their own price.
Client record
Acme Holdings Inc.
Year-end accounts
Catalogue: $3,000 · Override active
$2,450
per year
Monthly bookkeeping
Catalogue: $595 · Override active
$495
per month
Quarterly sales tax filing
Standard catalogue price
$245
per quarter
Effective from Jan 1 · Reviewed annually
Approvals & Guardrails
Protect your margin with built-in pricing rules
Set minimum prices, maximum discounts and approval thresholds. Junior staff can build a quote in confidence — anything outside the guardrails routes to a partner for sign-off, automatically.
- Minimum price & maximum discount limits
- Approval workflows for non-standard quotes
- Margin alerts before the quote leaves the firm
- Full audit trail of every change
Margin Guardrails
Quote → Sign → Pay
From quote to signed engagement in one link
Send the client a single secure link. They review the quote, accept it, sign the engagement letter, complete KYC and pay the first invoice — all without leaving the page. The fastest path from prospect to paying client in the industry.
- Branded, mobile-friendly quote page
- Built-in e-signature for the engagement letter
- Integrated KYC/AML checks at the point of signing
- Stripe & ACH payments built in
How it works
Four steps from idea to invoice — most of which the system does for you.
Build your catalogue
Add services, set rates, define bundles and pricing rules — once.
Compose the quote
Pick services, apply discounts, add a personal note. The total updates as you go.
Send one link
The client reviews, accepts, signs and pays — all in one branded journey.
Onboard automatically
Once accepted, the client is created, tasks generated and invoices scheduled.
Built for firms that take pricing seriously
Win more, discount less, onboard faster
Reusable templates
Save common quote shapes — onboarding, year-end, tax — and reuse with one click.
Tiered & recurring pricing
Mix one-off setup fees with monthly, quarterly or annual subscriptions in the same quote.
Approval workflow
Anything outside the guardrails routes to a partner — quietly, automatically, in seconds.
Branded & on-message
Your colors, your fonts, your logo — every quote feels like it came from the partner themselves.
Win-rate analytics
See acceptance rates, time-to-sign and average deal size — and tune your pricing accordingly.
Linked to delivery
Accepted services flow straight into Task Management and Timesheets — no rekeying.
The numbers our customers report
Faster acceptance, better margins, less rework.
faster from quote to signature
average deal size with bundles
unauthorised discounting
acceptance rate on standard packages
The old way vs the MyDocSafe way
Spreadsheets and PDFs were never built for modern client expectations.
Spreadsheet pricing
- ×Versions everywhere, no source of truth
- ×PDF quote, separate engagement letter, separate invoice
- ×Discounts applied silently, margin invisible
- ×Days of back-and-forth before signing
- ×Manual rekey into accounting system
MyDocSafe Pricing Tool
- One catalogue, one price, one quote
- Quote, engagement letter, signature and payment in one link
- Margin guardrails & approval workflow built in
- Most quotes signed within 48 hours
- Native sync with QuickBooks Online, Xero and Stripe
Frequently asked questions
Stop pricing in spreadsheets. Start winning in minutes.
Try MyDocSafe's Pricing Tool free for 30 days — no credit card required.