EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As an IT 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.
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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 support process in IT industry 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
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
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' chapter, 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
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. That said, they may not be applicable to your business, so we're suggesting getting a legal professional to read them 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.
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