For the prospective client 01
Faster than arranging a discovery call
They receive a meaningful range immediately, without completing questions that do not apply to them.
Quote & pricing engine Guided example
Accountancy services quote
A tailored estimate that prices bookkeeping, accounts, VAT and payroll while the prospective client answers a focused set of questions.
Would this work for your organisation?
Start with the complete project, ready to adapt.
Switch between the client experience and the admin process to see how one set of answers becomes structured operational work.
What the client sees
A useful estimate without the interrogation
The questions adapt to the business. A sole trader never sees limited-company questions; VAT and payroll details appear only when they affect the estimate.
01
Relevant questions only
Business structure and selected services determine which sections appear next.
02
Live, explainable pricing
Turnover, transaction volume, employees and service choices update the fee breakdown.
03
A clear next step
The client finishes with a monthly estimate and knows what an adviser will confirm.
What happens behind it
From estimate to adviser-ready opportunity
The same answers arrive as structured operational data. The team sees the price calculation, exceptions and next action without deciphering an email or spreadsheet.
- 01
Enquiry qualified
CompleteRequired services, complexity and timing are captured in a consistent structure.
- 02
Pricing evaluated
AutomaticFee bands, service combinations and minimum-charge rules produce a transparent breakdown.
- 03
Exceptions highlighted
ReviewCatch-up work or unusual requirements are flagged for an adviser rather than silently mispriced.
- 04
Proposal handoff
ReadyApproved information is ready for a proposal workflow or connected client system.
Enquiry inbox
Qualified enquiries are visible together, with the estimate and any exceptions ready for triage.
ClientServicesEstimateStatus
Harbour Studio LtdToday, 10:42 Accounts + VATPayroll, 7 staff £485 / mo+ £420 setup Review
Aster GoodsYesterday, 16:08 BookkeepingVAT returns £265 / mo Ready
Field & Form12 Aug, 14:31 Annual accountsCorporation tax £175 / mo Ready
Quote breakdown
Client answers and pricing rules produce an itemised fee that an adviser can explain and amend.
Calculated monthly fee £485
Bookkeeping£180
Accounts + tax£165
VAT returns£65
Payroll£75
Catch-up workRequires adviser scoping Not auto-priced
Workflow activity
Each automatic step and human checkpoint is recorded from submission through proposal handoff.
- ✓ Submission receivedAnswers captured
- ✓ Fees calculated4 pricing rules
- ✓ Exception flaggedAdviser review
- ✓ Handoff preparedReady for proposal
Why this is better
Not just a nicer form. A better process.
Operational outcome
A qualified, consistently priced opportunity with a transparent monthly and one-off fee breakdown.
For the accountancy team 02
Consistent pricing, fewer follow-ups
Every enquiry follows the same commercial rules and arrives with the information needed for review.
For operations 03
One structured process end to end
The quote, internal checks and downstream handoff use the same answers instead of duplicating data.
Ready-made FormWork project
Would your accountancy firm benefit from a quoting process like this?
Start with the complete Northstar example as a new FormWork project, then replace the sample services, fee bands and branding with your own.
Included in the project template
- ✓ Client quote form
- ✓ Service pricing data tables
- ✓ Fee calculations and validation
- ✓ Adviser review workflow
The template opens FormWork and creates a new project from this example.