What is a quote template and why does it matter?
A quote is a professional proposal for business. A quote template, therefore, is the template document that helps you create future quotes easily by automating most of the process.
If your customer receives your quote, reads it and signs it, it means you're in business. If you're spending time writing your quotes one-by-one, you're surely wasting both yours and your customers' time. Most businesses start with a quote template because it makes the process faster and easier, and you can simply swap what is unique about each deal.
Starting with a template is a great idea. But be warned, starting with a poorly done template can set you up for failure.
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If you're ready to send a quote to a client, but you're still using the same Word document template you've been using for years, you're shooting yourself in the foot. The good news is that you're not alone. Businesses around the world are still using old-fashioned methods of sending quotes and proposals.
But here's why that's a big mistake: your quote document is the first impression your customers get of your business—and if it's outdated, unattractive, not organized, or hard to read, they're less likely to choose you as a vendor.
Design matters. Good design equals professionalism, and clearly laid out information helps your clients understand your quote. Which, in turn, helps them move forward with confidence.
That's why so many businesses are turning to professional quote templates when they need them most. They know that sending well-designed quotes helps them stand out from their competitors and win more deals with their customers.
What to avoid when creating a quote template
When you’re creating a quote template, there are three things that you need to avoid: convoluted information, messy design and stodgy Word docs.
Convoluted information: Your clients don’t want to read a novel. They just want the facts in an easy-to-digest format.
Messy design: Don’t try to be too creative with your design—it can make it harder for your client to understand what you’re offering them. Keep it simple and clear!
Stodgy Word docs: Your clients don’t want to interact with something boring and technical; they want something that feels more human and personable.