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 security company. 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 process of organizing security may sound complicated and overwhelming to someone who hasn't been through it before. Luckily, our Plan of action section is already made to fit the perfect amount of information. Add some details specific to your company, and it's good to go!
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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
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
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
With Better Proposals, you will never have to wonder if your invoice was sent to the right person, as it often happens in big companies. 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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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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