Create effective quotes online

As an entrepreneur, effective quotations are an essential part of your business. A good offer is not only a quote for the products and services you offer, but is also a calling card for your company. It should inspire confidence and convince the customer to choose you. On this page, you will find all the information you need to create quotes online

But you also want to be able to make your own quotes quickly and easily with your own customer base and your own product list with just a few clicks. Subsequently, you can send your quotes digitally with attachments to the customer. You want the customer to be able to digitally sign the quotation immediately to confirm the order. You also want to easily keep track of the won status of all quotes in one overview. And preferably also create and send an invoice directly from a quote with one click. All this is possible with the invoicing software from Invoice Office.

What information do you need for a professional quote?

  1. Customer address and contact person: State the address and contact person (or department) of the receiving party.
  2. Your own logo: Make the offer with your own logo and colors of your corporate identity for a good, stylish and professional first impression.
  3. Quote title: With a striking title, it is clear at a glance for yourself and the customer that the document is a quote..
  4. Quotation number: With a unique ascending document number it is easier to identify specific documents.
  5. Quotation date and expiration date: The date of issue of the document and the expiry date make it clear for when the customer must respond.
  6. Introduction text: With an introduction text you can give a message to present and introduce your proposal more personally.
  7. Products and services: A clear name and description, pricing and specification of your offered products and services is essential.
  8. Total amounts and discount: The total amounts excl. And incl. VAT are shown here. Possibly supplemented with a discount amount or percentage.
  9. Period of validity and conditions: It must be clear to the customer what the delivery conditions apply to this offer.
  10. Signature for approval: With a digital signature, the customer can immediately approve the quotation online without manual fuss.
  11. Own company data: It must of course be clear to the customer who the provider is and how he comes into contact with your company.

Invoice Office has everything you need to create quotes

With the quotation software from Invoice Office, you save a lot of time when making quotations. And you also have all the useful functions that make the entire quotation process easier and clearer for you. This way you automate many steps that are otherwise performed manually, which are prone to errors and take up too much of your valuable time. Discover the possibilities to organize your quotation and billing process more easily and efficiently.
  • Quotation templates: Choose from various ready-made quotation templates for a beautiful, professional layout. And adjust the formatting further.
  • Digital signature: Send your quote with an included link for online approval and have your quotes digitally signed by the customer right away.
  • E-mail with attachments: Email your quotation as a PDF file and add attachments with your delivery conditions, price list or additional information.
  • Status won: Receive automatic notifications when a quotation has expired and has been approved or rejected and keep track of your sales performance.
  • Quotation overview: Keep track of the status for all your quotations in a clear overview. And immediately take the right action at the right time.
  • Product images: Make your quotes more attractive and clearer by using product images on your quote lines.

Create quote with digital signature

Having a quote signed online for approval by the customer can not only save time and effort but also improve your sales opportunities. The customer no longer has to be annoyed with printing, signing, and returning your quote. You will receive a response earlier and automatically see when the customer has accepted or rejected your quote. This piece of convenience and time savings that you offer the customer can make the difference between you and your competitors.

Make with the quotation choose to send with a digital signature. A 'Sign for agreement' link will then be included in your quote PDF document and also in the email, you send to the customer. The customer clicks on the link and then sees an online version of the offer that he can sign. The digital signature is legally valid and registers the date, place, name, and email of the client.

  • Faster response to your offer: Be ahead of your competitors and take the right action earlier for improved sales performance.
  • No paperwork: No frustrating manual action required from you or your customer. And works on any smartphone, tablet or PC.
  • Current quotation status: Always a clear overview of the current, real-time status of all your quotations. And receive automatic notifications.

Make a quote with product images

An image says more than a thousand words. When making a quote, the use of product images can clarify and also make your quote a lot more attractive. If the customer can see what he is going to buy, he will be more confident in the offer and therefore more willing to agree. Images of items on your invoice are therefore an opportunity to improve your sales opportunities.

With Invoice Office you store your articles in the product database and you can then add a product to your quotation with one click. You can also save your product images with your product data and when making the quotation choose whether or not to show the image on the product row. Make sure you use neat images that look professional on the quote. And note the combination of quote layout and the product image background color.

  • More striking: Your quote immediately catches the eye because of colorful images that make your offer a lot more attractive..
  • Clearer: It is clearer for the customer which articles are concerned and this gives more security and confidence in your proposal. .
  • Product database: Your product data centralized and easily managed in one place. Including product images.

"Great program! Nice, simple and super handy. Definitely recommended"

Rob | Consultant Online Marketing

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