Ready-made quote templates.
Templates are starting points. Use them to launch faster, then tailor questions, pricing and branding to match your business.
Ready-made calculators that still feel like your business.
Start with proven structures for common jobs, then adjust the wording, pricing and proposal experience for your team.
Public quote template library
Browse calculators by industry, compare example estimate ranges and jump into live demos.
Financial Planning Service Fee Estimate
Advice-practice enquiry qualification covering focused advice, comprehensive plans and ongoing review packages.
Example questions: What is the main advice area?, Who will the advice cover?, Which asset or ownership profile best applies?, Do you want ongoing advice support?
Typical estimate range: $0 to $8,000+
Insurance Advice Enquiry
Life, TPD, income-protection and personal-risk advice enquiries.
Example questions: What type of cover review is needed?, Is there existing cover to review?, Are there likely underwriting or health-complexity issues?
Typical estimate range: $800 to $3,500
Retirement Planning Enquiry
Retirement-planning, pension and transition-to-retirement enquiries.
Example questions: How close is retirement?, Is this for an individual or a couple?, Are Centrelink or pension rules part of the scope?, Which complexity statement best fits?
Typical estimate range: $2,000 to $8,000
SMSF Advice Enquiry
SMSF setup, review and strategy enquiries that require adviser review.
Example questions: What best describes your SMSF situation?, Does the SMSF involve property or borrowing?, What review scope is needed?
Typical estimate range: $1,500 to $5,500
Ready to turn enquiries into better quote leads?
QEngine helps you launch calculators faster, capture more useful lead information and send cleaner next steps to customers.