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 Attractive Cover
As every business owner knows, the key to grabbing a clients' attention is to make a great first impression. That's why the first thing a client sees when the quote lands in their inbox is a visually attractive cover. Our team carefully designed it to have everything you need to wow them the second they open an email. You can change everything from the text, logo, and background image to make it more appealing to your targeted market.
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Pre-Written Introduction 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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Processes and Timelines
Explaining the transportation processes and organization 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
Getting pricing right in the transportation 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.
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Next Steps with Digital Signing
Nothing is more aggravating than losing on a deal you thought was unquestionable. Sadly, this happens when communication drops for any number of reasons. To avoid it, we added the 'Next steps' page, which gives your clients a chance to sign the quote directly! 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
When it comes to collecting the payment, it's crucial to avoid giving your clients any reason for confusion or excuse not to pay their bills on time. 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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