There are various quotation templates available in the market. A business can choose the best one which suits its business needs and industry requirements.
A business quotation plays a very important role in increasing the sales of the organisation. A seller usually sends quotations to the prospective buyer giving a detailed report of the product it offers. Thus, a quotation serves as a very important communication link between the buyer and the seller. So, choosing the format which is best suitable for the business is very important. One must consider the below factors while choosing the format which is best suitable for business:
3. Using excel formats- One can easily make calculations using the excel format. It fails to create professional booking quotations and also restrictions on offline use may lead to backup issues.
4. Google docs or spreadsheet- This keeps your data 100% safe. It will never get lost. It is also shareable with options of edit, view and suggestion mode. But it requires manual entry which makes it time-consuming and prone to errors.
Download the sample quotation template for free
5. Using tools- One can use various software available in the market for creating quotations. It reduces manual efforts and at the same time creates professional-looking quotations.
ClearOne invoicing software, available on web portals and as an app, allows you to generate professional-looking quotations with several options of quotation templates to choose from.
Having a proper system in place for sending quotations is very crucial for a business to grow. The availability of various formats for sending quotations makes it easy for a business to customise its quotation as per specific business needs. This customisation adds to the brand value of the organisation. Some of the other advantages of using quotation formats are:
A business can make necessary updates in the templates as per business and industry needs.
One must keep in mind the following points while choosing a quotation template:
Various quotation templates are available for businesses to choose from based on their needs. Formats like manual paper-based, using Word, Excel, Google Docs, or specialized software have their pros and cons. Customizing quotations is crucial for brand value. Using templates makes organizing customer details easier and allows for future updates as needed.