Customize your Quote Templates using Sales Quoting Software

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Customize your Quote Templates using Sales
Quoting Software
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(No Transcript)
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Customizing Quote TemplateA Sales quoting
software gives you an excellent opportunity to
customize its quote templates the way you want.
As we all know, these software tools come with a
wide range of built-in professional quotation
templates. You can choose any of these to create
impressive quotes. Moreover, these ready-made
templates are highly customizable to suit your
business requirements. In fact, these pre-built
quote templates are 100 customizable. So whether
you want to modify the design, layout or add
words and images in the templates, it can be done
effortlessly to meet your precise needs.
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Customizable ContentQuoting software give you
the flexibility to customize its template with
your own quote content. For instance, you can add
your company logo to the header and footer of the
template that communicates your brands
personality. You also have the option to add
other content wherein you can specify the terms
and conditions of the transaction. Every company
will have its own unique set of contract terms
and conditions, which can be easily added in the
quote template. It is also possible to add quote
expiry date in the quote template.
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Add your own AttachmentsAbility to attach your
own documents is another aspect of customization
available in most on-premise and Online quoting
system. You have the option to attach additional
content in the form of brochures and product
collaterals, which can help to market your
business and increase sale.User-defined
FieldsQuoting templates often come with
standard fields, leaving no room for entering
additional information in the quote. To resolve
this issue, a sales quoting software allows you
to define and add custom fields in quoting
template. So whenever you want to keep track of
any specific information that is relevant to your
business organization, it is advised to create
custom fields in the template editor.
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Hide Specific InformationMany times, resellers
dont want to display specific information in the
quote template, as it can have a negative impact
on their business. For instance, resellers often
are not comfortable showing manufacturer Part No.
on the quote. This is because, customers can use
manufacturer Part No. to find the original price
of the product. Similarly, some resellers are not
willing to show itemized pricing, instead prefer
displaying total amount in the quote. Custom
BundleMany resellers create and sell bundles to
increase sales and offer more value to customers.
A Quote management system allows its users to
create custom bundles in the quote template. So
whenever need arises, you can group items
together and quote a bundle for your customers.