Create Professional Quotes in Just 4 Steps
A quote is a formal descriptive written document presented by a goods or services provider at specific prices (which they firmly commit not to change) and under specified conditions.
The quote constitutes the first contact with your potential client, so it must reflect a professional image.
In this article, I’ll give you some general guidelines to help you create professional quotes like a pro.
Contact Information
In addition to your prospect’s name, I advise specifying the “contact” – the person to whom the quote is addressed, their name, email address, phone number… You’ll find this logical for individual clients, but when dealing with organizations, it’s important to address your quote correctly to avoid any confusion.
As for your contact details, they should appear on all your documents (company name, headquarters, commercial register, article number, phone number, email address…) to make contacting you as simple as possible.
Did you know ? Wysii does this for you.
Wysii automatically includes your contact information as well as the client’s. Information entered in the client’s profile is systematically included.
Numbering
For numbering, many people number their documents by year. For example, 2021222 would be the 22nd quote of 2021.
? Did you know? Wysii does this for you.
Wysii automatically numbers your documents and ensures each has a unique number.
Services
A prospect won’t validate a quote with a vague description like “Social media management”. Instead, give them an exact description of what you promise.
A description like “Conversational Calendar (number of posts per week), community management, Monthly Reports” would be more appropriate.
? Did you know? Wysii does this for you.
Wysii allows you to enter your products and services when creating your account.
Terms and Conditions
Clearly state your terms:
- Work completion timeframe
- Payment terms
- Date and amount of any advance payment (“50% in advance”)
Conclusion
Remember, you never get a second chance to make a first impression. With online invoicing software like Wysii, everything is handled with one click. Contact details automatically filled, professional layout, and pre-written email to accompany the quote. What are you waiting for to test the solution?
