---
title: Partner Program | QuoteToMe
description: For accounting firms, construction consultants and advisors serving contractors. 10 percent of subscription revenue for 12 months, or a client discount where conduct rules require it. By application.
url: https://quotetome.com/partner-program
markdown_url: https://quotetome.com/partner-program.md
image: https://quotetome.com/qtm/assets/site-og.png
---

# Partner Program | QuoteToMe

For accounting firms, construction consultants and advisors serving contractors. 10 percent of subscription revenue for 12 months, or a client discount where conduct rules require it. By application.

Partner program

# Your clients are running procurement on email and spreadsheets. You already know which ones.

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.
Apply to become a partner[Just want to send us one name? Use the referral program](/referral-program)

By application only. Reviewed by our CEO and CMO. We aim to respond within 10 business days.
**10%** of subscription revenue **12 months** per referred account **By application** reviewed by two people

Who this is for

## A small group of firms, not an open door.

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:**

- **Accounting and bookkeeping firms** with a construction book of business

- **Construction consulting firms** advising on process, cost control and operations

- **Construction management firms** running projects for owners

- **Professional consultants and advisors** whose clients are contractors

### What we look for

- An established book of business in construction, not a plan to build one

- Clients in the range we serve, roughly $5M to $1B in revenue

- A real commercial interest in seeing procurement work better for your clients

- A firm we can verify, with a track record we can check

### What we are not looking for

- General affiliate or lead-generation businesses

- Firms with no existing construction clients

- Anyone looking to resell without understanding the product

If that second list describes you, the [referral program](/referral-program) is the better fit and it pays $500 USD per signed company with no application required.

What you earn

## 10 percent of subscription revenue. First 12 months.

- 10 percent of subscription revenue for the first 12 months of each referred account

- Calculated on subscription fees only. Onboarding and consulting fees are excluded.

- Accrues as the client pays, so you are paid as they are billed

- Paid quarterly, within 30 days of the end of the quarter

- Drops to zero in month 13

**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.
USD for all partners. Inclusive of applicable GST/HST.

**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](/partner-program/terms#clause-7-3). Partners who implement may earn on both sides where their professional rules allow it.

The two paths

## Some of you cannot take a commission. We built for that.

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

### Compensation

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

### Client benefit

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.

**We do not interpret your rules for you.** Nothing on this page is legal or professional advice. You know your obligations, and you confirm your path each time you register a referral. What we will do is give you whatever information about the arrangement you need for your own disclosures, including a disclosure template you can adapt. Not sure which applies? Start with our [jurisdiction reference](/partner-program/jurisdictions). It links to the actual rules and regulators so you can check for yourself.

What partners get

## Beyond the commission.

### Co-selling support

Our team joins your client conversations. You are not selling this alone or learning it from a PDF.

### Co-branded material

Sales and education material carrying both marks, for your clients and your own marketing.

### A free demo account

A live environment to show clients, not screenshots. Yours to keep and use.

### Implementation rights

Implement for your own clients. Billing through QuoteToMe is the default, subject to the assurance-client exception in the terms.

### Partner directory listing

A listing on our site as the directory becomes available, so contractors looking for help can find you.

How applications are reviewed

## Every application is read by two people.

We keep this program small on purpose, so the review is not automated and it is not delegated.

01

### You apply

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.
02

### We review and verify

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.
03

### We respond within 10 business days

Approved, declined, or a request for more information. If it is not a fit today, we will tell you plainly and say why.
04

### We get you running

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

## Apply to become a partner.

About ten minutes. Every answer is read.

Your contact details
Your name *
Your email *
Your phone

About your firm
Legal firm name *
Operating or trade name
Website *
Principal office city, province or state *
Year established *
Number of professional staff *
Firm type * Choose one Accounting or bookkeeping Construction consulting Construction management Other professional services

Your book of business
Approximately how many active clients does the firm serve? *
Approximately how many are construction clients? *
What share of firm revenue comes from construction clients? * Choose one Under 10% 10 to 25% 25 to 50% Over 50%
Typical annual revenue of your construction clients? * Choose one Under $5M $5M to $20M $20M to $50M $50M to $250M Over $250M
Which trades and sectors do you work with? Select all that apply. *
General contracting Mechanical Electrical Finishing Heavy civil Public work Other

In which provinces and states are your construction clients located? *

Licensing and conduct
Is your firm or any of its professionals licensed or regulated? * Choose one Yes No
Which professional bodies?
In which provinces, states or territories is the firm or its professionals licensed? Select all that apply.

Jurisdiction selections help us understand your firm's footprint. They do not determine whether a particular arrangement is permitted.

Canada (country-level)
Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon
United States (country-level)
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

Does the firm provide audit, review, other assurance or attest services, compilations, or examinations of prospective financial information to any clients? * Choose one Yes No Some clients
Does your professional body restrict compensation from suppliers connected with client work? * Choose one Yes No Unsure
Which path do you expect to use? * Choose one Compensation Client benefit Decide per client

Fit and intent
Why do you want to partner with QuoteToMe? *
Do you intend to implement QuoteToMe for your clients? * Choose one Yes No Possibly
How did you hear about us?

I confirm the information above is accurate and I am authorised to apply on behalf of the firm. *
I consent to QuoteToMe conducting a standard background check on the firm. *
I understand that QuoteToMe does not provide legal or professional conduct advice, and that my firm is responsible for determining its own obligations. *
I have read and accept the [Partner Program Terms](/partner-program/terms). *
Fax number

QuoteToMe collects this information to review your partner application, contact you about the application, and verify the firm as described. We limit access to application information to the people involved in review and administration. Read our [Privacy Policy](/privacy-policy) or email [privacy@quotetome.com](mailto:privacy@quotetome.com).
Submit application

## Application received.

Our CEO and CMO read every application. You will hear from us within 10 business days, either way.

From one builder to another.

FAQ

## Questions, answered straight.

How is this different from the referral program?

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](/referral-program). If contractors are your business, apply here.
Can I earn both?

No. Approved partners are paid under the partner agreement and cannot also claim a bonus under the separate referral program for any company.
What exactly is the 10 percent calculated on?

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.
What happens in month 13?

The commission ends. It does not renew and it does not continue at a reduced rate.
When do I get paid?

Quarterly, within 30 days of the end of the quarter, on commission accrued during that quarter.
What if I cannot accept a commission for a particular client?

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](/partner-program/jurisdictions).
Can I switch paths later?

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.
Do you tell my client I am paid?

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.
What if a client of mine becomes an assurance client mid-term?

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.
Can I implement QuoteToMe for my clients?

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.
What does the background check involve?

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.
How long does approval take?

We aim to respond within 10 business days.
What if you decline my application?

We will tell you why. If the reason is timing or scale rather than fit, you are welcome to apply again.
Is there a minimum number of referrals to stay a partner?

Partner activity is reviewed after 12 months without a qualified referral. See the [Partner Program Terms](/partner-program/terms) for current activity requirements.
Do you work with firms outside Canada and the USA?

Not at this time.

## You already know which of your clients need this.

Apply, and let's talk about how we work together.Apply to become a partner

From one builder to another.
[Partner Program](/partner-program)[Partner Program Terms](/partner-program/terms)[Jurisdiction Reference](/partner-program/jurisdictions)[Referral Program](/referral-program)[Privacy Policy](/privacy-policy)