How to Create a Quotation in Google Sheets
Quotation, also known as a quote, is a document submitted by a provider to a prospective customer with a suggested cost for the products or services of the provider based on certain circumstances. Quotations are often used by businesses who want to inform their potential clients about the prices of the products they offer. It is also the basis of some customers whether they are going to buy a certain product or not. A quotation can also help establish a business relationship between the seller and the buyer because it serves as a point of contact between two parties.
According to xero.com, price quotes/quotations are an essential part of running some types of business, especially service businesses. That's because they help you and your customers understand each other, state the price sheet, bring you bigger sales, legally protect your buyers, and encourage transparency between you and your customers.
Start creating a quotation that would surely increase your business and attract more customers with the use of Google Sheets. If you are familiar with excel, then Google Sheets would be much easier for you. This editing tool is an online spreadsheet app that lets you create and format spreadsheets, perfect for your quotation email/website quotation making. Listed below is a simple guide on how you can make one.
1. Make a Thorough Research
If it's your first time making a service quotation, then you should do some research about what it looks like and how it is done. This way you will get a nice overview of what certain details must be and must not be included in a quotation. Try looking at other company's quotation, try to analyze thoroughly how they convey pricing packages and product benefits to their customers. Use them as guides in your quotation making.
2. Start With Invoice
According to salesforce.com, one of the easiest ways to create a straightforward price quotation is, to begin with, an invoice. Since both of them contains the same data, it will be now much easier for you to provide the necessary information and formulas.
3. Readability is Important
In order to achieve an effective and readable quotation, you must present it in a clear and concise manner. Make a sales quotation that summarizes the value of the transaction, this will be helpful in the decision making of your customers. Construct a quotation that will ignite the interest of your customers just by reading the first line. Leave a mark to your customers by presenting an impactful quotation.
4. Offer Discounts
Discounts are what many people look for in availing different products and services. Offering discounts should be consistent because that will create a maximum impact on your customers. Present your discount strategies in a clear and understandable manner in order to avoid confusion between your customers.
5. Provide Up-To-Date Contact Info
Necessary details that are included in a printable quotation should be timely and factual. Make sure that all phone numbers, email addresses and points of contact stated are updated from time to time. This is done in order to cater to the different requests and questions of your customers.