EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a VA 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.
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Pre-Written Intro and Services Section
How to explain to your clients that what you're offering will be a perfect fit for their needs? Our introduction section is the best way to write a meeting summary and explain that you have precisely what they're looking for. This quote template consists of a pre-written introduction section that is already structured to fit every virtual assistants' needs. Just add a few company specifics, and it's ready to be sent out! Like everything else, it's completely customizable, including the colors, text, images, and layout.
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Process and Timescales
Explaining exactly how your company can help clients by providing virtual assistance to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.
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Pricing
Whether you want to charge for your virtual assistance services per hour, subscribe to monthly packages, or have optional up-sells, you can make it happen with this automatically calculated pricing table. All you have to do is put the numbers in, adjust the frequency, type a brief one-line description, and your quote is done.
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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.
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Pre-Written Contract
Every assistance business needs to sign a contract with their clients and the virtual assistant industry is no exception. To make it easier, we've found the best examples from the industry experts and adapted them for you to use.
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Take Payment from Your Client
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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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.
