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 estate agent. 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
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 estate techniques and sales 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
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
Some 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% 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
Every sales business needs to sign a contract with their clients and the estate 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
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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