If you need a faster way to respond to the customer request, creating a quote template will be one of the good options. In this article, you’ll learn:
Web User
1. Select a customer request you would like to quote on.
2. Click " Select a Quote Template" and choose the template that best fits the project
3. Edit it your template price, message or attachments based on the request description if needed
4. Send out the quote when you're ready
App User
1. Select a customer request you would like to quote on.
2. Click on "Quote"
3. Click "Select Template:, and choose any suitable quotation template
4. Edit it your template price and message based on the request description if needed
5. Click "Submit" when you're ready
How to Create and Delete Templates
Web User
1. Click your profile picture in the top right-hand corner
2. Click "Quote Template" from the drop-down menu
3. Click " + Add " on the left side
4. Enter the template title and your price, message, and upload attachments
5. Click " Save "
6. If you want to delete it, simply click " Delete " and " Confirm " on the same page.
App User
1. Select "Requests"
2. Select a customer request you would like to quote
3. Click on "Quote"
4. Enter your price, message and upload attachments
5. Tick the box of "Save to new template", edit the template name, and "Submit" your quote
Tips for Creating Quote Templates
Be friendly and helpful
Customers are looking for quotes that speak in a friendly tone, match their needs and grab their attention.
Show you’re qualified
Customers want to know why they should hire you, so use this opportunity to showcase your service-related experience and qualifications.
Explain your price
Give your customer an idea of what’s included in the quote and the factors that affect the total price.
Set expectations and next steps
Explain what next steps the customer should take to get this project started. Keep the conversation going by ending with a simple question.
Overview