EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
As a business owner, you know how much a good first impression matters. For that reason, we made sure the first thing your clients see is a stunning cover, with everything you need to start the quote in an attention-grabbing way. Like the rest of this template, every part is editable, from the text and logo to the background image.
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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 the staffing and hiring process 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
Our pricing page is pre-made and ready for your inputs. Just add the number of hours and additional services, and the table will automatically calculate the totals for you. Write a brief description of your services, and give your customers a complete understanding of what their money is getting them.
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Next Steps with Digital Signing
One of the biggest reasons businesses don't close deals is because they fail to offer the option of closing it right away. For that reason, this quote template comes with a 'Next Steps' page, which you barely have to alter at all. Just detail the next steps your client will go through and ask them to sign by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. Once your client signs, you will see the digital signature certificate 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
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.
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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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If you can find your clients new, world-class employees, you need to have a great way to show off your services. Look no further, because this quote template has just what you need to show your clients your expertise and experience.
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The best way to introduce your clients to the benefits of corporate wellness is with a quote that perfectly describes the details of your health promotion plan.
