Make sure the client's name, job description, and company name are correctly displayed on the quote document. This will prevent any misunderstandings and save you from potential problems.
You should keep a record of submitted and accepted quotes. bc data brazil Having a client management system is very useful for managing information from a single location.
Including the terms and conditions of the quote is necessary to anticipate possible changes and avoid misunderstandings between the parties.
Sometimes, for example, some factors that influence the quote may change. In these cases, both the client and the service provider may need to modify the initial terms of the agreement.
With this established, both parties will know under what specific circumstances the price can be modified, how far in advance changes can be requested, how service cancellation will be handled, and a variety of other issues.
In this section, you should also set the duration: as a starting point, you can consider that quotes are typically valid for between 30 and 90 days. To ensure you've completed this step, review the following information in your commercial quote document.