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Live form rendered from my.quotify.app/demo/virtual-assistant. Nothing's submitted; the final step is a CTA to start your
own copy.
ABOUT THIS TEMPLATE
A virtual assistant quote template that prices a monthly retainer by the hours a client needs, captures exactly which tasks they want covered, and adds a priority rate for fast-turnaround work. It proves the point that Quotify handles desk-based services, not just physical jobs.
VA enquiries tend to be vague (“I think I need a few hours a week”) and pricing them means pinning down hours, scope and urgency. This template does that in the form: the client picks their hours, ticks the tasks, and sees a monthly figure, so the lead that reaches you is scoped and priced rather than the start of a long email thread.
Who this template is for
Virtual assistants, online business managers and small VA agencies. If you sell retainers by the hour and cover a spread of tasks, this template packages it all into one form with a clear monthly price.
What the form asks
Hours needed per month (a band or a slider), the tasks to cover (inbox and diary, bookkeeping admin, social scheduling, research, customer support), turnaround level (standard or priority), and any one-off project work. You can extend it with tools used, time zone or start date using Quotify’s supported question types.
How to customise it for your business
Plug in your own hourly and retainer rates and your priority uplift. For the case for publishing a price, see should you display prices on your website, and for the mechanics, how pricing logic works. Once it’s ready, embed it on your website or share a direct link.
COMMON QUESTIONS
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How should I price virtual assistant work?
Most VAs price a monthly retainer by the block of hours a client needs, with the scope of tasks and any fast-turnaround work on top. The Quotify template sets the retainer from the hours band, captures the tasks, and can add a priority rate for quick-turnaround work.
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Can I show a monthly retainer price rather than a one-off?
Yes. The template is built for recurring pricing, so the total presents as a per-month retainer. Clients immediately understand the ongoing cost instead of a single figure they can't place.
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Can I add a priority rate for fast-turnaround work?
Yes, and it's a natural fit for [percentage pricing](/blog/charge-a-percentage-not-just-a-flat-fee/): set a 'priority' option to add a percentage to the retainer automatically, so clients who need faster turnaround pay for it without you renegotiating.
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Can I capture exactly which tasks they want covered?
Yes. Add a multi-select for the services you offer (inbox and diary management, bookkeeping admin, social scheduling, research, customer support) so the enquiry arrives with the scope attached, not just 'I need a VA'.
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Does Quotify work for desk-based services like this?
Absolutely. Quotify is just as happy pricing a monthly VA retainer as it is a plumbing job. The instant-quote logic is the same, and fee transparency is exactly what nudges a hesitant client to get in touch.
Last updated 8 July 2026