This [Free] Corporate Wellness Quote Template Won $23M of Business

EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisCorporate Wellness Quote Template

Visually Attractive Cover

The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a corporate wellness 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.

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Pre-Written Intro and Services Section

Writing about what you do is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about. In this corporate wellness quote template, the page detailing the work you're going to do is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it! Like the rest of this quote, it's all editable - the colors, the text, images, layout - everything.

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Processes and Timelines

Explaining exactly how your company can improve your clients' general wellness to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.

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Pricing

Our pricing page is pre-made and ready for your inputs. Just add the number of hours and additional services, and the table will automatically calculate the totals for you. Write a brief description of your services, and give your customers a complete understanding of what their money is getting them.

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Next Steps with Digital Signing

A digital signature is a perfect way to avoid meeting in person simply to transfer the documents. Just briefly explain your plan in the 'Next steps' section, get your customer to sign, and your quote is officially accepted! All digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.

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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.

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Take Payment from Your Client

Getting paid may be the hardest thing to do in business. We all want to find the way to get the money in our accounts as soon as possible. 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.

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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.

Free Corporate Wellness Quote Template That Wins Clients

A look at everything in thisCorporate Wellness Quote Template

Visually Attractive Cover

Pre-Written Intro and Services Section

Processes and Timelines

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

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Your questions, answered

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