Create Your Perfect Quotation Template DOC Effortlessly

Creating a Quotation Template Document

Creating a quotation template document with airSlate SignNow is a straightforward process that allows you to generate professional quotes quickly. Start by selecting a blank document or an existing template. You can easily customize the fields to include essential details such as item descriptions, prices, and terms of service. This flexibility ensures that your quotations reflect your business's unique offerings.

Customizing Your Quotation Template

Once you have chosen a template, you can personalize it to meet your specific needs. Use the editing tools to add your company logo, adjust fonts, and modify colors. Including a personalized touch enhances your brand identity and makes your quotations stand out. You can also set up standard terms and conditions that can be reused in future documents, saving time while maintaining consistency.

Filling Out the Quotation Template

When it comes time to fill out your quotation template, airSlate SignNow makes it easy. Enter the necessary information such as client details, product specifications, and pricing. The platform allows you to save drafts, enabling you to return and complete the document at your convenience. This feature is particularly useful for managing multiple quotations simultaneously.

Sending the Quotation for Signature

After completing the quotation, you can send it directly for eSignature. With airSlate SignNow, simply click the "Send Document for Signature" option, enter the recipient's email address, and add a personalized message if desired. This process is secure and ensures that your clients receive their quotations promptly, facilitating quicker decision-making.

Tracking Quotation Status

Monitoring the status of your sent quotations is crucial for effective follow-up. airSlate SignNow provides real-time notifications when a quotation is viewed or signed. This feature allows you to stay informed and engage with your clients at the right moment, enhancing your chances of closing deals.

Saving and Reusing Your Quotation Template

Once you have created a quotation template, saving it for future use is simple. You can easily access and modify your saved templates whenever needed. This capability not only streamlines your workflow but also ensures that you can respond quickly to client requests without starting from scratch each time.