Before you dive into the pricing detail, you might like to write a brief introduction about your offer, explaining how your customer will benefit from this deal.
The main purpose of your quote is to present your customer with just enough detail, including firm pricing, along with any additional options, so that they can confidently accept it via the online acceptance (see below).
Alternatively, if you’re presenting a more indepth analysis of a problem and then proposing a solution, you may like to structure your Quote more in line with a business proposal.
It’s likely that your customer has already requested a price for a particular product or service. So now it’s just a matter of outlining the prices and listing all relevant details.
Specify your payment terms, including:
- When payment is due.
- How the customer can pay.
- What the penalties are for late payment.
Be sure to include some cancellation terms, if you’re offering an ongoing service.
If you’re selling a tactile product, your customer will want to know what sort of warranty it comes with. What’s covered by the manufacturer? Is there something extra that you’d cover? How many months/years is the warranty for?
If you’re selling a service, your customer may not be expecting a guarantee. But if your work is so good that you can confidently back it up with a guarantee, then you should offer a guarantee. Chances are, your competitors would be too afraid to offer anything like this.
Sell yourself and your company, but keep it relevant to the product or service you’re offering.
Qualify your experience or specialty in this field.
If you’re offering a service, make your availability known, and make it clear that your company has the resources ready to provide the service in the time required.
Explain what happens next. Reassure them when the product will be delivered, or when the service will start, or when the work will be conducted.
Point out that they can ask questions directly below and that they can accept this quote when they’re ready to proceed.