Free Bookkeeping Quote Template

EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisBookkeeping Quote Design Template

Visually Stunning Cover

Make your quote pop with a beautiful cover image and you'll quickly have your client's full attention. When the first impression of your bookkeeping business is excellent presentation and a fresh look, this sets a powerful and positive precedent for the rest of your dealings with your client. As with every element of a Better Proposals document, everything is fully editable so you can customize your cover with your logo and branding.

View Template

Cover Letter

Typically, quotes are brief documents containing figures and a one-line description, but like anything you send your client - why should it be boring or dull? It's the perfect time to remind them why you're different and why you're the bookkeeping company they should choose. Your quote opens with a brief welcoming paragraph and sets the tone. It's fast and easy to insert your client's details here for that personal touch.

View Template

Pricing

Arguably this is the most important part of the quote, and it's an area we have committed decades to studying and getting right. Our clear pricing table has been designed to look superb and easy for you to input your quote. Whether you charge by hour, month, quantity or project, it's simple and fast to set up your products and prices. To complete the table just add a brief description of your services. Your clients can quickly select what they want and move rapidly onto signing and payment pages.

View Template

Next Steps with Digital Signing

One of the key reasons that quotes sent with Better Proposals are so successful is that a 100% legal and compliant digital signature box is presented right alongside your services and pricing. Trust us to make this process effortless and convenient - all your client needs to do to accept is simply type their name. Be prepared to have those quotes wrapped up and back to you in no time, with a notification in your Better Proposals account each time a client accepts.

View Template

Simple Terms and Conditions

Once you have won your client, the next crucial step is getting paid. This essential part of the quote should clearly lay out the hows, whens and whys of your payment terms. We've included a generic sample terms and conditions contract suitable for the bookkeeping industry but these will need customizing to your terms.

View Template

Take Payment from Your Client

With a client signed up and keen, this is the key time to collect payment. We've made this easy and secure to do with a selection of the best and most trusted integrations including Stripe, PayPal, and GoCardless. Your client can pay instantly and even set up a repeat subscription in no time at all. Job done!

View Template

Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Grow Your Bookkeeping Business

A look at everything in thisBookkeeping Quote Design Template

Visually Stunning Cover

Cover Letter

Pricing

Next Steps with Digital Signing

Simple Terms and Conditions

Take Payment from Your Client

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

Automate your sales process with our 50+ integration partners

Your questions, answered

Start sending high conversion proposals today