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. 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 advertising 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 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
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 service business needs to sign a contract with their clients and the advertising 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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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.
Documents for all your project stages
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