How To Make an IT and Software Quotation in Google Docs?
The IT and Software Quotation is a document that provides your prospective client with concise information on your IT products or services, specifically the pricing and terms and conditions. According to Debitoor, most businesses use quotations when offering the price of their products or services, and the client may negotiate your offer. If the client accepts your offer, then quotation converts to the invoice, making these two documents connected.
You can create a simple yet professional looking IT and Software Quotation using Google Docs. You can use the following guidelines when making one.
1. Conceptualize Your Idea
Before jumping into actual drafting, you need to conceptualize the design of your quotation to ensure that the output will look simple yet professional. Without conceptualization, you may end up wasting so much time, effort, and resources.
2. Draft Your Template using Google Docs
Open your Google Docs and start drafting tables. The table must include your company name, address, contact numbers and persons, date, item, item description, quantity, price, total price, and terms and conditions. Remember that quotation is a technical document which means, you don’t have to put too much color and unnecessary designs.
3. Input Customer Data
The table should include your client’s basic information such as complete company name, address, contact person, and designation. Ensure that the client's pieces of information are all correct.
4. Review Your Template
Now that you finished drafting your template, review it at least twice or request help with someone to review it for you to ensure accurate information.
5. Print Your Template
Print your output using a good quality printer and ink. The printed quotation should be following your expectations, and if not, take your time to revise it before sending it to your client.
1. How do you quote your software development services?
Using a quotation is a great tool to offer your software development services. However, it would be best if you attach a services proposal that contains the detailed information of your services for the assessment of your client.
2. What is a quotation management system?
The quotation management system is an automation of the quotation process. The enterprise resource planning (ERP), customer relationship management (CRM), and accounting software have QMS features.
3. What is the best software for drafting product quotations?
You can acquire a license of ERP, CRM, and accounting software with a QMS feature. You can also draft a template using Microsoft Word and Excel, Google Docs, and many more free programs.
4. What information should I include in the quotation?
- Supplier and client company details
- Quote expiry date
- Product or service terms and conditions
- Payment methods
5. What is the difference between quotation and proposal?
The proposal details the description of your product or service, including the scope of work, exclusions of work, and company profile. The quotation, on the other hand, is a one-page concise version of your proposal.