Partner program
QuoteToMe partners with accounting firms, construction consultants and advisors who work with contractors every day. You bring the relationship. We bring the platform, the co-selling support, and 10 percent of subscription revenue for the first 12 months.
By application only. Reviewed by our CEO and CMO. We aim to respond within 10 business days.
Who this is for
We are not trying to sign hundreds of partners. We are trying to work closely with firms that already have the trust of contractors in their market.
This is built for:
What you earn
What that looks like in practice. Our minimum is $800 per month, and most accounts land above $9,000 in the first year. On a $9,600 first year, that is $960 USD. On a larger account it is proportionally more.
Implementation is yours to bill. If you implement QuoteToMe for your own clients, that work is normally billed through QuoteToMe and is separate from the commission. For an assurance or attest client, you must bill the client directly under the Partner Program Terms. Partners who implement may earn on both sides where their professional rules allow it.
The two paths
This is the part most vendors skip, and it is the reason good firms quietly walk away from partner programs.
Accountants, engineers, architects and other regulated professionals work under conduct rules on what they can accept from a vendor whose product they recommend. Those rules often turn on the services you provide to a particular client, not on where you are licensed. The same firm can be free to accept a commission on one client and barred on another.
So we offer two paths, and you choose per referral.
Path 1
Your firm receives 10 percent of subscription revenue for 12 months, paid quarterly in USD. Choose this where your professional body permits it for that client, and where you have made the disclosures and obtained the consents your rules require.
Path 2
Your firm receives nothing. Instead, we apply a discount to your client's subscription equal in value to what the commission would have been.
Nothing flows to your firm. You walk into the conversation having secured your client a better price than they could have negotiated alone. Check with your professional body whether any disclosure is still required.
What partners get
Our team joins your client conversations. You are not selling this alone or learning it from a PDF.
Sales and education material carrying both marks, for your clients and your own marketing.
A live environment to show clients, not screenshots. Yours to keep and use.
Implement for your own clients. Billing through QuoteToMe is the default, subject to the assurance-client exception in the terms.
A listing on our site as the directory becomes available, so contractors looking for help can find you.
How applications are reviewed
We keep this program small on purpose, so the review is not automated and it is not delegated.
The form asks about your book of business, the clients you serve, the trades you work with, and how you are licensed. It takes about ten minutes, and it is detailed because the decision is real.
Your application is read by our CEO and CMO. We complete a standard background check to confirm the firm is established and operating as described.
Approved, declined, or a request for more information. If it is not a fit today, we will tell you plainly and say why.
Partner agreement, demo account, co-branded material, and an introduction to the person on our team who will work your deals with you.
The application form
About ten minutes. Every answer is read.
Our CEO and CMO read every application. You will hear from us within 10 business days, either way.
From one builder to another.
FAQ
The referral program is open to anyone, takes thirty seconds, and pays a flat $500 USD per signed company. This is by application, pays 10 percent of subscription revenue for 12 months, and comes with co-selling support, implementation rights and a demo account. If you send us the occasional name, use the referral program. If contractors are your business, apply here.
No. Approved partners are paid under the partner agreement and cannot also claim a bonus under the separate referral program for any company.
Subscription revenue only. Onboarding fees and consulting fees are excluded. It accrues on what the client actually pays across their first 12 months. The rate is 10 percent, in USD for all partners, inclusive of applicable GST/HST.
The commission ends. It does not renew and it does not continue at a reduced rate.
Quarterly, within 30 days of the end of the quarter, on commission accrued during that quarter.
Choose the client-benefit path for that client. We discount their subscription by the equivalent value and your firm receives nothing. See the jurisdiction reference.
The path is locked once the client signs. Choose before the order is placed. This protects you, because a path that changes after the fact is much harder to explain to your own regulator.
On the compensation path, the disclosure is yours to make under your own rules, and we will give you everything you need for it, including a template. On the client-benefit path, the order form states that the discount is our pricing and that your firm receives nothing.
Tell us within five business days and we will convert the remaining months to a client credit. That is written into the agreement, so you are not left holding a payment you cannot accept.
Yes. Implementation work is separate from the commission. Billing is normally through QuoteToMe, but you must bill an assurance or attest client directly under the Partner Program Terms.
Standard verification that the firm is established and operating as described: corporate registration, professional standing where applicable, and public business record. We are confirming you are who you say you are.
We aim to respond within 10 business days.
We will tell you why. If the reason is timing or scale rather than fit, you are welcome to apply again.
Partner activity is reviewed after 12 months without a qualified referral. See the Partner Program Terms for current activity requirements.
Not at this time.
Apply, and let's talk about how we work together.
Apply to become a partnerFrom one builder to another.