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
The first thing your client should see when they open a quote is a beautifully designed cover fit for a world-class consultant. 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 pre-made cover or change the text, logo, and background image to make it a better fit for your needs.
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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.
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Process and Timescales
Explaining the process and timeline of consultation work may sound complicated and overwhelming to someone who hasn't done it before. Luckily, our Plan of action section is already made to fit the perfect amount of information. Add some details specific to your company, and it's good to go!
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Pricing
No matter how you want to charge for your services, you can make it happen with this automatically calculated pricing table. All you need to do is put the numbers in, type a short one-line description of your services, and the quote is done. You can adjust it to specify charging per hour, subscribing to monthly packages, and even add optional up-sell services!
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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
Every service business needs to sign a contract with their clients and the consulting industry is no exception. To make it easier, we've found the best examples from the industry experts and adapted them for you to use.
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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.
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