In Smackdab, "Quotes" are your way of presenting attractive and formal price proposals to potential customers for your amazing products or services. Your sales team can create these polished documents, packed with all the essential details to help seal the deal!
Key Parts of Your Quote – Made Simple:
Quote Number: Each quote gets its own unique ID, like a special reference number, making it a breeze to find and track.
Customer Details: All your potential customer's important info – their name, address, and contact details – clearly laid out.
Your Company Details: Your business's name, address, and contact information, showcasing your professionalism.
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What You're Offering (Product/Service Details):
A clear and enticing description of the products or services you're proposing.
The quantity and price for each item.
Any special discounts or estimated taxes that might apply.
The Proposed Price (Total Amount): The complete estimated amount for the customer, with any discounts and taxes clearly calculated.
Tax Info (If Applicable): If taxes like VAT, GST, or sales tax are relevant, they'll be clearly outlined.
Extra Information (Notes or Terms - Optional): A perfect spot for any additional details, like specific conditions, your return policy, or special instructions.
Add Supporting Files (Attachments): Easily include helpful documents like product brochures, case studies, photos, or screenshots to strengthen your proposal.
Special Offers (Discounts): Applying a percentage or a fixed amount off for potential new customers or as part of a promotion is simple!
How Quotes Supercharge Your Sales:
Clear & Consistent Pricing: Everyone is on the same page! Quotes ensure your customers receive accurate and consistent pricing information every time.
Speed Up Sales: Move deals along faster! Predefined pricing structures and clear quotes streamline your sales process.
See Future Success: Keep an eye on potential income and get a better handle on your sales forecasts.
Smooth Transitions: Once your customer says "Yes!" to a quote, it can often be easily converted into an invoice or sales order, saving you time and effort.