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 marketing expert. 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
Our introduction section is the best way to write a meeting summary and explain to your clients exactly which services you will provide them. Using this quote template will get you a pre-written introduction section that is already structured to suit your needs. All you have to do is add a few specifics, and it's ready to be sent out! Like everything else in this quote, it's completely customizable, including the colors, the text, images, and layout.
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Process and Timescales
Explaining marketing techniques and 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
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
The 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
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.
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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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