By Delma Webster - April 10 2018 20:23:16
Everything in business demands professionalism, so do quotes. Whether you are a freelance writer, provide web developing services, offering good sales or whatever, when you present quote or bid to your customer, you should not forget to address the customer using the letterhead format in the beginning of the quote. This will help to give an impression of your professionalism and will most probably convince your potential customer to take your services/goods. And even for this impression of professionalism, you don’t have to worry much.
A quotation can also be referred to a statement that comprises of a number of goods/services along with the price list. Sometimes a quotation may contain the warranties as well. It is very helpful in bidding. In this knowledge, a quotation template is often called as estimate template and/or bid template.
If you are creating many, similar quotations, you can use quotation templates instead of filling out each quotation with the same information. A quotation template is not a quotation and cannot be sent to the customer or transferred to a sales order. It is a collection of quotation lines that are common to one type of quotation. A quotation template is created, edited, and deleted exactly like a real quotation. The best way to distinguish between your templates and your real quotations is to use the filter in the Show field on the Sales quotation form.
Quote templates allow Admin / Sales staff to set up perfectly-crafted quotes with defaults around how much detail Clients can see on quoting and rules around layouts, logos and text. These templates will allow your sales team to simply pick quote templates from a list and have the settings and formats take effect instantly.
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