Introduction
Before reviewing the pricing details, consider providing a brief introduction about your offer and highlighting the benefits your customer will gain from this deal.
The primary goal of your quote is to provide your customer with sufficient detail, including firm pricing and any additional options, so they can confidently accept it online (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.
Pricing
Your customer has probably already requested pricing for a specific product or service. Now, it’s important to outline the prices and list all relevant details.
Terms
Clearly outline your payment terms, including:
- When payment is due,
- How the customer can pay,
- And the penalties for late payments.
If you’re offering an ongoing service, be sure to include cancellation terms.
Warranty/Guarantee
If you’re selling a physical product, your customer will want to know the warranty details. What’s covered by the manufacturer? Is there anything extra that you cover? How long is the warranty period?
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 wouldn’t dare to offer anything like this.
About Us
Promote yourself and your company, but keep it relevant to the product or service you’re offering.
Highlight your experience or expertise in this field.
If you’re offering a service, indicate your availability and confirm that your company has the resources ready to deliver the service within the required timeline.
Next Steps
Explain what’s next. Reassure them about when the product will be delivered, the service will start, or when the work will be performed.
Emphasize that they can ask questions directly below and accept this quote when they’re ready to proceed.