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 a marketing expert, you know how much a good first impression matters. For that reason, we made sure the first thing your clients see is a stunning cover, with everything you need to start the quote in an attention-grabbing way. Like the rest of this template, every part is editable, from the text and logo to the background image.
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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, it's fully editable, which includes the colors, the text, images, and layout.
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Process and Timescales
Explaining the email marketing 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.
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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
Nothing is more aggravating than losing on a deal you thought was unquestionable. Sadly, this happens when communication drops for any number of reasons. To avoid it, we added the 'Next steps' page, which gives your clients a chance to sign the quote directly! All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.
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Pre-Written Contract
Ensuring your marketing services are covered with a contract is a great way to manage client expectations and prevent delayed payments. We included all the essentials into the Terms and Conditions section, but to ensure they are fully applicable to your business, we are suggesting reading them over with a legal professional.
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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 GoCardless, we're ensuring our users collect payments the moment their client signs the quote!
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