Creating a Price Quote Template

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You know the importance of understanding how much a thing will cost before you invest in it. That goes for everything from a small
purchase at the grocery store to something big-ticket, such as a car. And we all know how disconcerting it can be to get a price quote that
turns out to be wrong – either over or under what you expected. That’s why, as a sales manager, you must understand how to create a price quote that’s beyond question. To do that, you can develop a template that helps guide you through the process every time.

You can start with certain basics, such as elements you would always include in the price quote. A lot of that information
might even be able to be pulled from your invoicing system. What else can you do to create a price quote template? This graphic offers some
guidance.

From our friends at Salesforce.com

Creating a Price Quote Template

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Creating a Price Quote Template

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