Creating and sending a quote has never been easier
When you first start chatting with a new client, one of the first things they’re going to ask for is a quote regarding your services. Creating and sending a quote has never been easier! We’ve found that the best method is to create a couple standard quote templates, all of which can be modified if you need to customize for a specific client.
When creating a new quote, you’re met with a very easy to follow system. You have 3 options for adding pieces to your quote: Standard Quote Items, “Choose One” Options and “Choose Any” Options.
Standard Quote Items are for items/services that the client must have. For example: if you have a certain travel radius and this project would require additional travel expenses, you would enter those as a Standard Quote Item. Anything the client has no choice on when working with you would go here.
“Choose One” Options are for items/services that your client gets to choose between when working with you. For example: if you offer several different photography packages, you could create a different option for each package and your client would need to select only ONE of them to complete the quote.
“Choose Any” Options are for extras, add-ons and are not required. For example: if you offer additional hours of photography, add-on albums, extended engagement sessions, etc., this is the perfect place to add them and your clients can select all, some or none of these when completing their contract.
Is your brain swimming with all the possibilities yet?! CloudBooks is seriously loaded with everything you need to make your business work smarter, better, easier and faster for you, giving you back the time you’ve been spending on so many tasks by automating them and allowing you to put more time into focusing on the parts of your business (and personal life) that you love.
