How to Write Client Quotes That Get Accepted
April 16, 2019
Forget your stodgy Word documents. Modern sales teams win new business with impressive, interactive, digital quotes. Get the quoting software packed with powerful features that make creating, sending, and esigning quotes simple.
Clear the way to a smooth close with our quoting software's fully interactive quotes. Real-time chat allows your reps to quickly resolve deal-breaking questions right in the document, interactive fee tables let prospects select the services they want, and our legally binding electronic signatures make it easy to sign off.
Advanced insights into prospect behaviour reveal exactly how they interact with your team’s quotes. Our quoting software lets you receive notifications the second prospects receive, open, read, or esign a quote so reps know exactly when to reach out. Identify large-scale trends by tracking how long prospects spend on each section of your quote.
Slash hours of work from your team’s quote-creation process with quoting software that standardizes and automates your company’s sales documents. Create templates that ensure reps send uniform quotes that they can still customize with drag-and-drop product, service, and pricing details from the content library.
Powerful integrations with the best business tools on the market make Proposify quoting software as versatile as it is powerful. Eliminate workflow friction by integrating Proposify with your CRM, accounting software, and more.
Check out answers to commonly asked questions so you know exactly how to improve your quoting process.
Key features include quote templates, reusable content snippets, e-signatures, payment processing, automated email reminders, client comments, and proposal viewing analytics. Large companies might also want to ensure that they can structure their account in a way that makes sense for their sellers (such as certain quote templates being available for certain regions).
Quoting software isn't terribly expensive compared to some of the tools you might already be using to run your business. In fact, Proposify costs just $50 per user per month, giving you access to all of the features you need to improve your quoting process as a team. You can start a free trial and try all of our tools for yourself.
While you can design a quote from scratch, you'll save time by beginning with a template. (Check out our quote templates here.) Customize your quote with your company’s branding, what makes your company the top choice, your client’s pain points and goals, your proposed solution, and the service price. Consider adding a pricing table to show the different elements of your quote and even allow clients to select the options they want.
Collecting payments is super easy. You can integrate Proposify with your QuickBooks or Stripe account to take payments via ACH or credit card. Charge the full amount of the service upfront, or require a deposit that represents a percentage of the full agreement. Clients will appreciate the smooth onboarding experience.
Professional quotes should include e-signatures so clients can accept the project in one seamless workflow. Simply add a signature page at the end of your quote. Include a line for all signers, including yourself, and make sure you sign before you send. You can add scrollable terms & conditions or a master service agreement right above the signature page to make sure all of your legal terms are included.
Sales quotes can be easily negotiated and updated. Clients can leave comments directly on the elements of the quote they want to change, this way there is no confusion. You can then edit the quote accordingly and re-send it for signature. Use open and view insights to see whether or not clients have reviewed your changes so your follow-up emails are always on point.