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This way, if any questions come up about the scope or cost of your work, you can refer to your price quote template for answers. Estimate and quote templates can help you create polished proposals to pitch to new clients or increase existing orders. There is also a price list template that calculates totals and adds tax to reduce your paperwork time.
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The Value of a Price Quote There are a few benefits to providing customers with a sales quote for goods or a service quote for hourly work. Here are some of the ways that businesses can benefit from offering quotes: Legal Documentation: If a misunderstanding occurs while working with a client, especially one that could lead to a legal dispute, the price quote serves as proof of an agreement.
Professional Image: Presentation matters when businesses are competing against each other for a bid. A professional quote is one element of helping customers feel confident about working with you.
Standardized Process: Having a standard quote template that you can adjust slightly for specific clients helps save time and boost efficiency.
Accurate Records: Having easy access to information about previous sales orders or projects can help you provide better customer service to ongoing clients. Keeping records is important not only for handling potential disputes, but also for building client relationships. Include an expiration date so that customers know the deadline for deciding whether to accept the quote and enter into a sales agreement.
Preparer: Including the name of the person who prepared the quote lets clients know who to contact if they have questions about information in the quote or how to complete the sale. Contact Information: A quote form typically includes contact info for both the customer and supplier.
Shipping Details: If items will be shipped, you can choose to include the shipping method, delivery date, costs, and other details.
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