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Quote Builder
Build a dynamic custom Quote to send to your business customers.
B2B Quoting For Goods
Official Quoting for Goods and Services
Prior to sending a Proforma or Sales Invoice many companies require an official quote for goods and services to be able to raise a Purchase Order (PO) and be clear on how much the final Invoice total will be.Is A Quote Legally Binding?
What Exactly Is A Quote?
A quote essentially instigates a transaction between supplier and customer by formally setting out the amount the customer will be expected to pay for goods or services (i.e. time, labour, materials, resources etc). However quotes are not legally binding in the UK as a customer can refuse, ignore or counter the quoted figure. If the quote is accepted by the customer and requests are made thereafter; for instance, to buy materials then this could render the quote as legally binding.Business
Quote
Time Taken
Labour Costs
Material Cost
Resource Cost
Quotes & Estimates
Are Quotes And Estimates The Same?
It should also be noted that quotes do differ from “Estimates” which gives an approximation of costs whereas quotes tend to be more accurate and provide a detailed breakdown of costs and be true measure of what the customer will likely pay in future.Quote Deposits
Does A Quote Require A Deposit?
No, a quote doesn't require a deposit but we would highly recommend you request for one, especially if you're dealing will either a new customer or a large order. Requesting for an amount or deposit to be paid upfront will ensure that the customer is fully committed to the transaction and to help pay towards the cost of fulfilling the contract to help with your cash flow.
Invoice Claims Quote Builder
Invoice Claims Quote builder enables you to build bespoke quotes and send them instantly for free. Time is of the essence when sending quotes as most customers are liaising with other compeiting companies to get a good gauge of the going rate of the products and/or services you business is selling.
Whilst your free to decide what to charge, sending a quote in good time can often go along way into winning new business as it gives a good first impression which may just be the deciding factor over your business winning business over a competitor.
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Security & Validation
Integrating Terms & Conditions
Create authenticity and validation through the addition of personalised terms and conditions. Tailor your business quotes around your business needs as well as your specific terms and conditions.Implementing Terms and Conditions
Our Invoice Builder also enables you to implement terms and conditions specific to your line of business or industry and add statements which the customer has to tick in order for the Quote to be binding and returned to you.
Quote Validation
Within the Terms and Conditions is a dynamic customer signature pad where the customer can add their own signature digitally to give the quote extra validity as it demonstrates that the customer has read and understood the terms and conditions so that you can act upon this with clarity i.e. when purchasing materials etc knowing that they have consciously opted in and are committed.
Signature of Authenticity...
Sending and Confirmation
The customer can simply click “send” after accepting the quote which will then send an instant notification back to you via email and the dashboard manager, and a non-editable copy will also be sent to the customer which is dated and time stamped for version control.
Invoice Claims
Quote Sent Confirmation ✅( QuoteXYZ.pdf )5min ago
Building A Quote
What Should Your Quote Include?
Ensure your quote includes correct and accurate information to prevent being contested further down the line and causing potential cash flow and customer relation issues.Your Company Details
Your Customer Details
Price
An Expiration Date
Invoice Claims & Invoice Booster
Bespoke & Cutting Edge Quote Generation
After building your initial quote using the Quote builder you can then save it as a Pre-set template for future use so that you don’t have to keep inputting the same fields over-and-over again which will reduce the amount of time spent quoting new customers.
The initial quote information can also be easily migrated onto a sales Invoice ready to be sent directly to your customer. By enabling this feature it again reduces the amount of labour time spent manually inputting text into fields and reduces potential human error.
Transferring Details between Quote & Invoice
You can save time and reduce errors/mistake with our re-entering function. This help improve accuracy and eliminate the need for a credit note.
Direct Link Between Invoices & Quotes
The Invoice also references the initial quote so the end customer can see that there are no discrepancies.
Payment Terms
The Quote Builder has default payment terms aligned with the Commercial Debt Regulations 2013 which is a pre-set feature however it can be altered to suit your payment terms if they fall outside these terms. However we would recommend keeping official payment terms if you do not have strong payment terms in place as this will give you greater leverage further down the line if the customer delays or refuses to pay. If you need more information about Late Payment Legislation please get in touch or click here.
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Tired of chasing persistently late invoice payers?
We help businesses retrieve late fees arising from overdue and unpaid B2B invoices and implement effective credit control measures to get you paid on time.
We help businesses retrieve late fees arising from overdue and unpaid B2B invoices and implement effective credit control measures to get you paid on time.
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