Sales Quote Software Doesn’t Have To Be Hard – Read These 8 Tips

A quote or quotation is typically a document that covers a fixed cost for a job and everything about it. It can also be verbal but most of the time it is documented. A supplier usually sent quotes to potential buyers.

Do you know writing engaging and successful quotes for jobs is crucial, as it generates new sales and helps your business grow?

In this article, you’ll get to know about eight simple and easy steps to create an attractive and engaging quote using quoting software.

8 Easy Tips To Create A Quote Using Sales Quote Software

  1. Select the template carefully

Creating beguiling quotes is a learning process and with time you’ll get to learn the art of curating engaging quotations. Osmos Cloud quotation software includes standard templates which you can use to create a professional, comprehensive, and detailed quote.

By adding your company letterhead and logo, you can make your quotes look even more professional. Such quotes will attract clients and build relationships with them.

You can use and customize templates that are offered by Osmos Cloud software.

  1. Add client details

Ensure that you add information about your client for whom you have made the template. You should include information such as:

  • Business name
  • Business Location/Address
  • Contact number
  • Fax Number (if any)
  • Email address
  • Contact person name and title

Also, do not forget to add your contact information and if you use your business letterhead, you need not add it.

  1. Enter the quote number

A quote number will be automatically generated by the quotation software and by adding one to each quote create a new one. However, if you want, you will be able to edit the quotation number.

  1. Add the date of issuing

You need to add the date of issuing to the quote i.e. the date you will send the quote to your client. Adding the issue date is necessary because quotes usually have offers for only a limited time. You may want to add a validity for 30 or 60 days. Or you can also increase or decrease the timeline as per your preferences.

  1. Enter the detail of products/services

The next step is to add detail about your products/services that you are quoting as line terms. Add information such as description, quantity, time, unit price, total price, product number, etc.

You can also segment products and services according to various project stages. You can also add labor and material costs separately. Osmos Cloud has various templates related to different niches which will help you organize your cost analysis.

Sum up all costs, find your subtotal, and add tax, if applicable.

  1. Enter your terms & conditions

You can also add additional terms and conditions in the quote, for instance, extra work costs, time and charges for dependent factors, and more. You can also add the preferred mode of payment whether a cheque, direct deposit, etc. Also mention if you want the client to pay for milestones or after completion of the project or advance payment.

  1. Include notes (if any)

You can add a notes section where you can add timelines, expected project completion date, & thank you note for the client. This will show the client you are putting in your efforts.

  1. Add optional details

In this section, you can add discounts, signatures, sales tax numbers, etc.



By following these simple tips you can use any quoting software easily and boost your sales. To get a free trial you can also visit our website online.


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