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FOR AGENCIES CappsAI Studio

Quotation & retainer billing software for agencies

Send clean proposals for SEO, social and ads, bill retainers automatically every month, and give your team one shared client list with roles and chat.

Start free About CappsAI Studio
Updated 13 Oct 2026By CappsAI Technology, Chennai

Sample quotation for agencies

An example of the quotation CappsAI Studio produces for agencies: itemised, numbered, with GST worked out from both states. The business and customer are illustrative.

QUOTATION

No. QT-0450
Date: 13 Oct 2026
Place of supply: Telangana (36)
Pixel Lane Digital
Koramangala, Bengaluru, Karnataka
GSTIN 29DDDPL2468E1Z9
Bill toAroma Foods Pvt Ltd
Hyderabad, Telangana
GSTIN 36EEEAF1357F1Z4
DetailsValid 30 days
Billed monthly in advance
DescriptionHSN/SACQtyRateAmount
SEO retainer (monthly)9983193 month₹25,000.00₹75,000.00
Social media management (monthly)9983613 month₹18,000.00₹54,000.00
Ad creatives99836120 nos₹750.00₹15,000.00
Taxable value₹1,44,000.00
IGST 18%₹25,920.00
Total₹1,69,920.00
Sample · In CappsAI Studio, quotes are numbered automatically, GST is worked out from both states, and you share them as a PDF or link on WhatsApp.

What slows agencies down

  • Retainer invoices raised by hand on the 1st of every month
  • Sales and accounts working from different spreadsheets
  • Leads from your own website not followed up fast enough

How CappsAI Studio helps

  • Recurring invoices for retainers with automatic emailing
  • Team roles: sales, accounts, managers, with own-records-only access
  • Internal team chat linked to clients and quotes
  • Website lead form and Web Leads API from your landing pages
Start free: the Free plan includes GST quotes and invoices, leads, follow-ups and a website enquiry form. Pro is ₹99 a month for a team of up to 5. Open studio.cappsai.com

From enquiry to payment

  1. Capture the enquiry from your website form, AI chat bot, the Web Leads API or by typing it in.
  2. Draft the quote with AI from your saved prices, or build it by hand with live preview.
  3. Send it as a PDF or link on WhatsApp or email, and see when it's viewed.
  4. Follow up with a reminder, then convert the accepted quote into a GST invoice in one click.
  5. Record payment and watch the balance due update.

New to quoting? Read how to make a quotation or download the free quotation format in Word and Excel.

Keep reading

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FAQ

Frequently asked questions

How do agencies bill monthly retainers?

Set up a recurring invoice for each client (monthly, on a day you choose). CappsAI Studio creates and emails it automatically on paid plans.

Can my team share clients and quotes?

Yes, on Pro (up to 5 people) and Premium (no limit), with roles, permissions and internal team chat.

Quote faster. Win more jobs.

Free forever plan. No card, no password. GST quotes, invoices, leads and follow-ups in one app.

Start free at studio.cappsai.com See all features