Everything you need is included
Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.
Pre-built blocks
- Pricing
- Next Steps with Digital Signing
- Pre-Written Contract
- Take Payment from Your Client
- Stunning Cover
Stunning Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a 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. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
Pre-Written Introduction 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.
Processes and Timelines
Explaining the marketing plans and processes 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.
Pricing
Getting pricing right in the marketing industry is difficult. Luckily, all you have to do in this automatically calculated pricing table is put the numbers in, type a brief one-line description of your services, and the most important part of your quote is done! If you prefer to charge per hour, sell in quantities, or have optional up-sell products, just click on the settings button and adjust it any way you like.
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.
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 chapter, but to ensure they are fully applicable to your business, we are suggesting reading them over with a legal professional.
Take Payment from Your Client
Once you made sure your clients know what their cost and payment schedule looks like, it's time to collect the payment. 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.
