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 producing 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.
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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 production techniques and processes to someone outside of your industry may sound easy... Until you try to write about it. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.
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Pricing
Whether you feel more comfortable charging for your services per hour, by a percentage of a sale, or have optional up-sell services, it's all possible with this automatically calculated pricing table. All you have to do is type your numbers in, decide how frequent the payment will be, add a short description, and your customized quote is ready to be sent out.
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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
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 at the end of this template.
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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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