EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a consulting business owner, you understand how hard it is to gain the client's attention, so your goal should always be to start the quote with an attention-grabbing image. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
View Template
Pre-Written Intro and Services Section
You are unsure if you want to start your quote by writing a meeting summary, introducing yourself, or presenting your services? Luckily, that is something you don't have to worry about anymore, as we structured the introduction section for you. You just need to add a few client specifics, and that's it. Like everything else in this quote, it's completely editable - the colors, the text, images, layout, everything.
View Template
Process and Timescales
Explaining the consulting process can be difficult. You want to give enough detail, but not so much it seems overwhelming. Fortunately, our process and timescales page already has the perfect amount of information, so all you have to do is tweak it a bit to suit your exact process.
View Template
Pricing
Whether you want to charge for your consulting services per hour, subscribe to monthly packages, or have optional up-sells, you can make it happen with this automatically calculated pricing table. All you have to do is put the numbers in, adjust the frequency, type a brief one-line description, and your quote is done.
View Template
Next Steps with Digital Signing
The businesses often don't close deals because the conversation drops and gets lost in numerous emails. This quote template comes with a 'Next Steps' page, which you barely have to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept. All digital signatures are 100% legally binding and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.
View Template
Pre-Written Contract
The best way to protect your business is by laying down the ground rules right from the start. To make that process easier, we have added the Terms and Conditions page to our quote template, allowing you to customize it to fit your exact process. We may not be legal professionals, but this will be a good stepping stone if you are not using anything at all. That said, get a legal professional to read it over.
View Template
Take Payment from Your Client
Payment is the one thing you want to be crystal clear about. This quote allows you to set the correct expectations and avoid surprises during the payment collection. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.
View Template
SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
-
There's no better way to show off your consulting skills and knowledge than by using a proven sales document with your clients. This quote template has everything you need in one place to turn prospects into steady clients.
-
Everyone seems to be a coach nowadays, but there is one key differentiator - good coaches know how to sell. You too can sell like a pro, once you use this coaching quote template and adapt it for your personal use.
-
As a marketing consultant, you know the value of the first impression. Don't let your business quote ruin your chances of getting new clients - use this tried and tested template that works for successful consultants like you.
