Basic proposal or quote information
Although a quote should include as much useful information as possible for the sales process, it’s also good to get to the point as to not overwhelm the recipient. The most convenient thing is to place the basics at the beginning and then break down each element, and with this we refer mainly to the prices, the terms and conditions or the contact data of the company.
This is the order of factors that your budget should preferably follow:
1. Branding: logo, visual identification of the company
2. Date, place of issue and identifier of the quote
3. Name of the issuing company as well as contact information
4. Recipient's name and addresses
5. Total price of products and services
After specifying this information, it will be necessary that we go into detail about the costs: what is included in the total price, quantity, delivery dates, terms, conditions, payment methods, clauses, contracts and the time of validity of said quote. The idea is that everything is clear between both parties.
Giving an excellent first impression and inspiring confidence will be crucial, we should remember that in most cases the client will be just exploring the market in search of the company that can give them what they need, under the best conditions.
Complement your quotes
The details mentioned above are more than enough to prepare a proposal that really manages to close the sale. However, it’s also worth paying attention to some other elements that could make a difference when making any negotiation with this document involved, for example:
- It’s always a good idea to mention promotions and discounts. Just try not to forget to put the conditions or expiration dates if there are any.
- Includes any additional cost in the total price. Leaving out something could give the customer the impression that you are trying to sell your products or services in a deceptive manner.
- In case you don’t work with contracts, it may be a good idea to ask your clients for written confirmation once they have approved the quote. This will help to ensure everything is clear between both and may be a safeguard against any inconvenience or misunderstanding.