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Inputs
Fill out information about your product, customers and quotes.
How to use:
1) Enter your products and services you sell in this table. Also customize the Generator's with your company letterhead.
Product and Services
Product name
Base Fee
Discount if Pay in Full
Gold package
7500
5%
Silver Package
2500
8%
Intro Service
200
3%
There are no rows in this table
2) Put in your customers here. Discount and address are currently optional as I didn't have time to use that in the generated quotation.
Customers
Cust name
Address
Mary Smiley
241 Ravenhurst Avenue, Rockland CT 93486
Joe Smiley
241 Ravenhurst Avenue, Rockland CT 93486
Jayne Fonda
12-1897 Sparrow Lane, Spokane WA 45869
Bill Bruckford
94 Beverly Hills Blvd., Los Angeles CA 90213
There are no rows in this table
3) As customers ask for quotes, simply make a new row, pick the customer name, select the product and what they offer as a deposit and payment plan.
Then go to the Generated Quote Section to see your next quote. Customize as needed, and then come back here once it's sent, tick the box, and the next quote will be generated. Now you can get those quotes out faster and more accurately, and make more sales to happy customers!
Quotes
Quote#
Sent Quote
Prospect name
Treatment
Prospect Base fee
Proposed deposit
Months payment plan
1
Mary Smiley
Gold package
7500
500
18
5
Joe Smiley
Gold package
7500
500
18
6
Jayne Fonda
Silver Package
2500
500
18
2
Bill Bruckford
Intro Service
200
1000
12
There are no rows in this table
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