Yet many businesses don’t realise that quotes can also cost them business. Revenue can be lost by not following up on a quote, or by not turning quotes around fast enough.
At the same time, many businesses are unable to forecast capacity when quotes are successfully won and they realise they don’t have the people to do the work. Like many aspects of running a small business, there are always many moving parts.
And similar to the way invoices work, the look of your quotes can be tailored by creating customised branding themes and email templates. Check out the following video to learn more about sales quotes.