Quotations are an essential part of business activities, it is a list of prices of products or services that a businessman offers to his customers. Making a quotation is very important in business activities because it helps the businessman to better present his products or services to the customers and it can increase the trust of the customers to the businessman. In this article, we will introduce some simple and easy-to-learn quote making tips to help businessmen better produce high-quality quotes.
One, choose the right tool
Before making a quotation, we need to choose the right tool. Currently on the market there are many quotation creation software, such as Excel, Word, PDF, etc.. Merchants can choose the right tool for production according to their actual situation. If the merchant's product categories are less, you can choose to use Excel or Word for production; if the product categories are more, you can choose to use PDF for production. Regardless of which tool to use, merchants need to ensure that the quotation is easy to read and beautiful.
Second, the basic elements of the production of quotations
In the production of quotations, businessmen need to pay attention to the following basic elements:
1, the title of the quotation: the title of the quotation needs to be concise, can clearly express the name of the product or service.
2, the quotation number: the quotation number needs to be unique, easy to manage and track the business.
3, the date of the quotation: the date of the quotation needs to be accurate and convenient for merchants and customers to communicate and exchange.
4, the quotation of the customer information: the quotation needs to contain the customer's basic information, such as customer name, address, contact information.
5, the quotation of the product information: the quotation needs to clearly list the name of the product, specifications, quantity, unit price and other information.
6, the total of the quotation and remarks: the quotation needs to clearly list the total price of the product and remarks information.
Three, the production of quotation steps
1, choose the appropriate template: merchants can choose to use the market has a quotation template, you can also design your own quotation template.
2, fill in the quotation of the basic information: merchants need to fill in the quotation of the title, number, date and customer information.
3, list product information: merchants need to clearly list the name of the product, specifications, quantity, unit price and other information.
4, calculate the total price: merchants need to calculate the total price of the product based on the quantity and unit price of the product.
5, add note information: merchants can add some note information in the quotation, such as preferential information, payment methods.
6, check the quotation: merchants need to double-check the content and format of the quotation to ensure that there are no errors and loopholes.
7, save and send the quotation: merchants need to save the quotation in the computer and send it to the customer.
Four, quotation production notes
1, the quotation format needs to be concise and clear, not too cumbersome.
2, the quotation needs to reflect the professionalism and integrity of the business.
3, the price in the quotation needs to be accurate, do not make mistakes.
4, the merchant needs to protect the privacy of the customer, do not disclose the customer's information to a third party.
5, merchants need to update the quotation in a timely manner to ensure that the information and prices in the quotation are up to date.