EVERYTHING YOU NEED IS INCLUDED
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.
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.
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.
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.
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.
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.
Save You Time
The Automatic Designer makes it easy to create great-looking proposals in minutes.
100+ Beautiful Designs
Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Clients Love It
“Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Instantly Close the Deal
Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Smarter Follow-Ups
We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Manage Your Pipeline
Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
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