Reckless Tees

In the past when we received a quote request, we would simply send the customer a personal email back with the detailed pricing and information.

I've been thinking recently and I now think it may be important to send potential customers a quote "sheet" or "form" which details their job, pricing, and our policies. Do you think this is necessary? If so, does anyone have a sample form/sheet they use?

__________________
T-shirt printing in Phoenix AZ

 

Reply With Quote

splathead

I don't think a separate form is necessary per se, but I do think you should have a uniform email template that you use for all your quotes. This way every quote is consistent and you know you won't forget anything.

Email is still the fastest way to get quotes to your customers. A form will slow the process.

But once you get an order and deposit, I do think a purchase order form is a must.

Purchase Order?

 

Reply With Quote

Reckless Tees

Oh we have a purchase order form. I was referring to the first part of your response, the email form. We do quotes through email but right now it's just an email, no form embedded. I was looking for a form for that.

__________________
T-shirt printing in Phoenix AZ

 

Reply With Quote

capdaddy

We use the Quickbooks Pro software to generate an estimate which then ties together with an invoice when the work is complete. Receipt of payment is entered and the software knows to mark the invoice as paid.... pretty easy!

 

Reply With Quote