Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
As every coaching expert knows, the key to grabbing a clients' attention is to make a great first impression. That's why the first thing a client sees when the quote lands in their inbox is a visually attractive cover. Our team carefully designed it to have everything you need to wow them the second they open an email. You can change everything from the text, logo, and background image to make it more appealing to your targeted market.
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Pre-Written Intro and Services Section
The best way to explain to companies the benefits of working with you is through our pre-written introduction section. By using this sample quote, you will get an intro that is already structured to suit your needs. Just add a few specifics to make it your own, and it's ready to be sent out! Like everything else in this quote template, it's fully editable, which includes the colors, the text, images, and layout.
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Process and Timescales
Explaining the business coaching process may be too overwhelming to people outside of the coaching world. You want to give enough detail but not make it sound too technical. To solve that problem, we created a plan of action section, already made to fit the perfect amount of information. Just adjust it to suit your exact process!
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Pricing
Getting pricing right in the coaching 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
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' chapter, 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
Whether you're a seasoned professional or new to the business world, Terms and Conditions will probably slip your mind when you're trying to close the deal with a client. To ensure you're still protected, we have added a fully customizable T&C's at the end of this template.
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Take Payment from Your Client
When it comes to collecting the payment, it's crucial to avoid giving your clients any reason for confusion or excuse not to pay their bills on time. Using our integrations with Stripe, PayPal, and Go Cardless, we're ensuring our users collect payments the moment their client signs the quote!
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