Create Your Perfect Sales Quotation Template Effortlessly

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Understanding the Sales Quotation Template

A sales quotation template is a structured document that outlines the pricing and terms of a proposed sale. It includes essential information such as the item or service description, quantities, unit prices, total costs, and any applicable taxes or discounts. Using a template streamlines the process of creating quotations, ensuring consistency and professionalism in communication with potential clients.

Creating a Sales Quotation with airSlate SignNow

To create a sales quotation using airSlate SignNow, start by selecting the appropriate template from the library. You can easily customize it by adding your company logo, adjusting the layout, and inputting specific details related to the sale. This flexibility allows you to tailor each quotation to meet the unique needs of your clients, enhancing your business's credibility and appeal.

Key Components of a Sales Quotation Template

When preparing a sales quotation, ensure that it includes the following key components:

Contact Information: Include both your business details and the client's 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 offered, including descriptions and quantities.
Pricing: Clearly state the unit price, total cost, and any applicable discounts.
Terms and Conditions: Outline payment terms, delivery timelines, and any warranties or guarantees.

Benefits of Using a Sales Quotation Template

Utilizing a sales quotation template offers several advantages:

Time Efficiency: Quickly generate quotations without starting from scratch.
Consistency: Maintain a uniform appearance and structure across all quotations.
Professionalism: Present a polished image to clients, enhancing trust and credibility.
Accuracy: Reduce errors by using pre-defined fields and calculations.

Sharing and eSigning the Sales Quotation

Once the sales quotation is prepared, you can easily share it with clients through airSlate SignNow. The platform allows for secure document sharing and eSigning, ensuring that both parties can review and approve the quotation efficiently. This digital workflow eliminates the need for physical paperwork, streamlining the sales process and improving turnaround times.

Tracking Quotation Status

With airSlate SignNow, you can track the status of your sales quotations in real time. This feature allows you to see when a quotation has been viewed, signed, or if any actions are pending. Keeping tabs on these details helps you follow up appropriately and maintain effective communication with your clients.

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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 sales quotation template.

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 sales quotation template later when your internet connection is restored.

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Incorporate airSlate SignNow into your business applications to quickly sales quotation template 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 sales quotation template and include a charge request field to your sample to automatically collect payments during the contract signing.

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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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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 sales quotation template with airSlate SignNow

Developing and handling sales quotations can be optimized through a sales quotation template with airSlate SignNow. This platform presents an intuitive interface that enables companies to effectively dispatch and eSign documents, assuring a seamless workflow and enhanced productivity.

Steps to employ a sales quotation template in airSlate SignNow

Launch your web browser and go to the airSlate SignNow website.
Establish a complimentary trial account or log in if you already possess one.
Choose the document you want to sign or send for signatures and upload it.
If you intend to utilize this document again, transform it into a reusable template.
Access your uploaded file and apply essential modifications, like adding fillable fields or inserting particular information.
Sign the document and incorporate signature fields for the recipients.
Click 'Continue' to set up and send an eSignature request.

By taking advantage of airSlate SignNow, businesses can reap a considerable return on investment due to its extensive features designed for small to mid-sized companies. The platform is crafted for user-friendliness and scalability, ensuring users can tailor it to their requirements without concealed charges.

With round-the-clock support offered for all paid plans, airSlate SignNow distinguishes itself as a dependable solution for overseeing your sales quotations. Begin your free trial today and witness the advantages firsthand!

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What active users are saying — sales quotation template

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Great system

5

Administrator in Banking

What do you like best?

User friendly, easy access, clients can use it fast and use it. Clients can use the system through their phones. Easy to understand how the app works. Also the price is pretty reasonable for the type of work I use it for. Guides the clients through signatures and what they need to sign next on the application. The simpler the better, the more easy access the better.

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airSlate SignNow gives us the ability to help our clients better

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Conor M

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The best about airSlate SignNow is how easy it is to use for both our firm and our clients. The interface is intuitive and the overall UX makes creating signable forms completely hassle-free.

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Simple, straightforward, quick and easy for everyone involved!

5

Administrator

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airSlate SignNow is simple and straightforward setting up and sending out our templates. It’s quick and easy for everyone involved.

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