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

EVERYTHING YOU NEED IS INCLUDED

A look at everything in this Accounting Quote Template

Visually Stunning Cover

The first thing your client should see when they open a quote is a beautifully designed cover fit for a world-class accounting company. An attractive cover is what gets them interested, so if you don't do the first step right, it's always going to be an uphill struggle from there.

You can use our premade cover or change the text, logo, and background image to make it a better fit for your needs.

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Pre-Written 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 accounting 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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Process and Timescales

Explaining the accounting and bookkeeping processes 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.

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Pricing

Getting pricing right in the accounting industry is difficult. Luckily, all you have to do in this automatically calculated pricing table is put the numbers in, type a brief one-line description of your services, and the most important part of your quote is done!

If you prefer to charge per hour, sell in quantities, or have optional up-sell products, just click on the settings button and adjust it any way you like.

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Next Steps with Digital Signing

One of the biggest reasons businesses don't sign new contracts is because they don't give clear instructions on how to buy from them. This quote template comes with a 'Next Steps' page, which you shouldn't have to change at all. Simply add the next steps you will take your client through and ask them to sign digitally by typing their name and clicking Accept.

All digital signatures are 100% legal and compliant. Once your client signs, you can see the digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Every service business needs to sign a contract with their clients and accounting is no exception. To make it easier, we've found the best examples from the industry experts and adapted them for you to use.

We're not legal professionals and don't pretend to be on the internet, but if you're not using anything at all, this will give you be a good start - 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 a 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 Accounting Quote Template That Wins Clients

A look at everything in this Accounting Quote Template

Visually Stunning Cover

Pre-Written Services Section

Process and Timescales

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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