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Making a quote online: what do you need?

Making quotes online saves time, but only if the basics are right. These are the parts that matter.

Making a quote online usually means three things: you create it in a program instead of Word, you send it as a link or PDF, and the customer can view or sign it online. What do you need for that?

1. A fixed foundation

Set up your company details, logo, payment term and standard terms once. Then you never type them again.

2. Your own products and prices

A quote is only as good as the prices in it. Work from a list of your items, ideally imported from Excel or your accounting, so you are not searching every time.

3. A fast way to fill the lines

This takes the most time. The more you can reuse (items, standard lines, calculation formulas), the faster the quote is done.

4. A place to send it and have it signed

A link where the customer opens, reviews and approves the quote is nicer than a PDF that has to be printed, signed and scanned. You can also see whether it was opened.

5. A follow-up step

After approval you want to create an invoice without typing everything again.

What you do not need

A large package full of features of which you use two. Start simple and pick something that fits how you work.

Dealnote does all five: company details, products, lines from the conversation, customer link with signature, and invoice. Start free or read the documentation.

Make your first quote today

Start free, no credit card needed. Record a conversation and see a quote within minutes.