Retainer Agreement Template
Establish a solid working relationship with clients using our Retainer Agreement Template – clearly define expectations and deliverables upfront.
About this template
Build a strong and reliable partnership with our Retainer Agreement Template. Define expectations, deliverables, and terms of engagement.
What's included?
- Introduction
- Retainer overview
- Responsibilities
- Pricing
- Testimonial
- FAQs
- T&Cs
- Call-to-action
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
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Frequently asked questions
A comprehensive retainer agreement should include details such as the scope of work, payment terms, duration of the retainer, termination clauses, and any additional services or fees.
It should clearly outline the responsibilities and expectations of both parties to ensure a smooth and successful working relationship.
- Clearly define the scope of work and deliverables.
- Include a detailed timeline and payment terms.
- Specify the termination and renewal clauses.
- Ensure the agreement is legally binding and protects both parties.
- Customize the template to fit your industry and client's needs.
- Seek legal advice to ensure compliance with local regulations.
- Regularly review and update the agreement as needed.