It often happens in the business world that a deal breaks down simply because the client has no clear understanding of your offer in a structured and complete form.
While your customers have no answers to the questions that they cannot phrase themselves, there is practically no possibility of a successful deal.
Though you may define the content of your proposal in one document (discount policy,
terms of delivery and payment, shipping addresses, etc.) and vary the salutation and product list (price quote).
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A price quote has the following structure:
letterhead - Sender, Recipient
salutation - “Dear Mr. Smith,..”
product list and price quotations
supplement including a full description of terms and conditions to make your customer ask no additional questions before making a decision.
The field “Sender” and the supplement are fixed and should be filled in only once.
“Recipient” and salutation should be entered for every customer individually.
The list of products and services - ditto.
You may additionally include a personal discount, if any.
Below we focus on making a final document with the use of MyBusinessCatalog software suite.
Add products required by the customer to your order.
Click Invoice/Quote
Half the battle
Fill in your company information, the terms and conditions page (it should be done only once and then you can use it in all your price quotes) and salutation.
Done!
Save the result as PDF and send it to the customer.
Good luck for your business!
More - how to prepare a quotation >>