Create Your Perfect Quotation Template Word with airSlate SignNow

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Creating a Quotation Template in Word

Using a quotation template in Word can streamline the process of generating professional quotes for your business. Start by opening a new document in Word and selecting a blank template. You can customize the layout to include your company logo, contact information, and the date. Ensure to leave space for the recipient's details and a clear breakdown of the services or products being quoted. This structure helps convey professionalism and clarity.

Essential Elements of a Quotation Template

A well-structured quotation template should include several key components:

Header: Your company name, logo, and contact details.
Client Information: Space for the client's name, address, and contact information.
Quotation Number: A unique identifier for tracking purposes.
Date: The date the quotation is issued.
Itemized List: A detailed breakdown of products or services, including descriptions and prices.
Total Amount: A clear statement of the total cost, including any taxes or discounts.
Terms and Conditions: Any relevant terms regarding the quotation, payment, and validity period.

Customizing Your Quotation Template

To make your quotation template more effective, consider customizing it to reflect your brand identity. Use your brand colors and fonts to create a cohesive look. You can also include sections for additional notes or special offers to personalize the quote further. This customization not only enhances the visual appeal but also reinforces your brand image.

Saving and Reusing Your Quotation Template

Once you have created your quotation template, save it in a format that allows for easy access and reuse. In Word, you can save it as a template file (.dotx) which can be easily opened for future quotations. This saves time and ensures consistency in your quotes. Whenever you need to create a new quotation, simply open the template and fill in the specific details for each client.

Sharing Your Quotation Securely

After preparing your quotation, sharing it securely is crucial. You can convert your Word document into a PDF format to ensure that the formatting remains intact when sent to clients. This format is also widely accepted and provides a professional appearance. Use secure email methods or document-sharing platforms to send the quotation, ensuring that sensitive information remains protected.

Tracking Quotation Responses

Keeping track of your quotations can help in managing follow-ups and conversions. Consider maintaining a spreadsheet or using a document management system to log each quotation sent, along with the client's response. This practice helps in understanding which quotes are successful and allows for adjustments in future quotations, enhancing your overall business strategy.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to quotation template word.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and quotation template word later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly quotation template word without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to quotation template word and include a charge request field to your sample to automatically collect payments during the contract signing.

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Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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How to utilize a quotation template word using airSlate SignNow

Employing a quotation template word can enhance your document signing experience. airSlate SignNow presents a user-friendly interface that enables businesses to effectively send and electronically sign documents, making it a perfect option for small to medium-sized enterprises seeking an economical solution.

Procedure to establish a quotation template word with airSlate SignNow

Launch your web browser and go to the airSlate SignNow site.
Sign up for a free trial account or log in if you already possess one.
Choose the document you want to sign or request signatures for.
If you intend to use this document repeatedly, transform it into a reusable template.
Open your document to perform necessary modifications, such as adding fillable fields or including specific data.
Sign the document and incorporate signature fields for the recipients.
Click 'Continue' to set up and dispatch an eSignature invitation.

airSlate SignNow offers excellent value with its extensive features designed for budget-sensitive businesses. Its user-friendly layout simplifies use and scaling, ensuring that even small and mid-market firms can take advantage of its functionalities.

With clear pricing and no concealed charges, airSlate SignNow also provides outstanding 24/7 support for all subscribed plans. Initiate your free trial today and discover the advantages of effective document management!

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What active users are saying — quotation template word

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

A very worthy consideration for your electronic signature needs

5

Verified User

We use airSlate SignNow for engagement letters and other documents requiring client signatures. It allows our clients to electronically sign documents without coming into the office. They can sign from mobile phones, tablets or computers.

You can choose to password protect the esign request. You can choose to email a signed copy of the document once completed or withhold it if there's sensitive information that you don't want sent via email. Allows clients the ability to sign from almost any location and on any connected (data or wifi) device.

I've only reached out a few times to support but each time my issue / need was addressed promptly and thoroughly.

This works well for legal documents that don't require KBA. Great for virtual office solutions and for a rush signature request. I see this working well for CPA, attorney and insurance industries.

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airSlate SignNow for Savings

5

Verified User

airSlate SignNow is used within our agency in every department. We use it to send out our contracts, NDAs and releases to our clients. airSlate SignNow has solved the issue of getting paperwork returned and returned in a timely manner. Some of our NDAs require multiple signatures and airSlate SignNow makes that much easier to accomplish. We are able to upload multiple documents to our template file and send out the required document for signing quickly.

The ability to assign multiple signers to a single document is exceptional. airSlate SignNow allows you to edit a document you have already uploaded and save the edits as though they are part of the original document in your templates section. The history feature makes it easy to go back and see how many times a document has been viewed and the exact date and time the document was signed.

airSlate SignNow is well suited for companies that send documents often that need signatures. In my industry we send around 40 contracts a week. airSlate SignNow would not be appropriate for a company that sends an occasional document for a signature. airSlate SignNow is designed to handle many documents and storage of contracts.

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Great software at a solid price

5

Verified User

We use airSlate SignNow to sign agreements/contracts with clients and freelancers.

Easy to use interface. Stable software. Affordable. Fast. Reliable.

airSlate SignNow is well suited when you need a reliable and easy to use digital signature software that works just as well as more expensive solutions at an affordable price.

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