What is your ROI on your Quote Templates?
Does your Quote Template generate a healthy profit for you?
Hi there, today I want to talk about Quote templates and what they can do for you.
A couple of years back a client of mine wanted to create a Quote Template which should serve multiple purposes. The sales person wanted a quick and easy way to create a quote for their clients. This quote should include pictures, prices and legal information like terms and conditions and so on. At the same time these quote template should follow a certain logic and certain rule.
So that in the end a bill of material would be created to inform the supply chain and the people, who implement this at the client’s place, about what was ordered and what was not.
So we created a quote template build in Excel and with multiple spreadsheets attached, so that the sales person could use it, create a quote for the client, create the bill of materials for the supply chain and everybody was happy… 🙂