Free Virtual Assistant Quote Template That Wins Clients

Are you looking for a fully customizable quote template that in 2023 alone brought more than $54,000,000 in profit to virtual assistance companies worldwide? Add, delete, or change sections as you see fit, make it your own, and improve your sales fast and easy.

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Trusted by 10,000+ customers. Capterra review score
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EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisVirtual Assistant Quote 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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Visually Stunning Cover

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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Pre-Written Intro and Services Section

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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Process and Timescales

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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Pricing

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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Next Steps with Digital Signing

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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Pre-Written Contract

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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Take Payment from Your Client

Don't take just our word for it

Here is what some of our 10,000 users across the globe have to say

Sara K.
G2 stars
It's a great software! I'm a software consultant and it's helped me not only save time on proposals, but deliver a really great, simple experience to the client. Read, choose your options, sign, and all the admin is out of the way, we can dive straight in.

Sara K.
CEO & Founder

Shade O.
Capterra stars
It is a really great software! If you're looking to create beautiful proposals that impress clients in a timely manner, Better Proposals definitely comes through!

Shade O.
Business Owner

Brent R.
GetApp stars
Better Proposals improved a process that I didn't even know I could improve. I never really used formal proposals before because it was a pain to do a nice one. But Better Proposals introduced me to some new ideas I could use, and potential clients love them!

Brent R.
Marketing and Advertising

THE BIGGEST PROPOSAL TEMPLATE LIBRARY IN THE WORLD

150+ other free proposal templates just like these are also available inside Better Proposals

Automate your sales process with our 50+ integration partners

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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