EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Attractive Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a corporate wellness 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.
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Pre-Written Intro and 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 corporate wellness 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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Processes and Timelines
Explaining exactly how your company can improve your clients' general wellness to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.
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Pricing
Our pricing page is pre-made and ready for your inputs. Just add the number of hours and additional services, and the table will automatically calculate the totals for you. Write a brief description of your services, and give your customers a complete understanding of what their money is getting them.
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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' section, 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
The best way to protect your business is by laying down the ground rules right from the start. To make that process easier, we have added the Terms and Conditions page to our quote template, allowing you to customize it to fit your exact process. We may not be legal professionals, but this will be a good stepping stone if you are not using anything at all. 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 the 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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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
