How digital Quotes will benefit your operation

Have you modernized your quoting process? Paper-based documentation delays the creation and delivery of quotes, resulting in opportunities lost to faster competition. With digital forms, you can instantly generate highly professional digital Quotes directly from your phone, tablet, or computer – streamlining customer communication and allowing your team to close deals faster. 

Your digital Quote forms can host a variety of powerful fields. With Table fields, services included in your digital Quote can be intuitively and clearly organized within line items including the service name, description, price, and more. Your Table fields can even host instant calculations, allowing users to instantly total highly accurate estimates. Digital Quotes can also host a project summary, a scope of work and any defined deliverables, timeline details, and other important information. Once completed, an Automatic Workflow can immediately route a PDF copy of the digital Quote to the customer contact email address input into the form.

With a clearly defined timeline, scope of work, and project costs, your team can confidently and expediently provide customers with digital Quotes, from anywhere, anytime. These digital Quotes not only provide customers with a highly professional and modern introduction to your brand, but also help to reduce miscommunications when collaborating with clients, and a resource if disputes were to later arise. 

To help your operation secure business faster and more professionally, we’ve created a free, downloadable Quote PDF, which can be easily customized within the GoFormz Template Editor (to learn how to digitize your forms for use on phones, tablets, and computers, check out our Quickstart Guide). Below we’ve listed each of the digital features we recommend including within your digital Quote:

Download the free digital Quote PDF here

Key features: 

• Text fields - Clearly establish your operation’s proposed scope of work, timeline details, and other critical project responsibilities within Text fields. Your digital Quote form can be later referenced to settle any miscommunications that may arise regarding work to be completed, deadlines, and more. 

• Date fields - Easily include timeline dates, automatically include Quote creation dates, and more. 

• Table fields - Organize services and products within clear line items. Your Table fields can host a variety of fields, including Text fields, Number fields, instant calculations, Barcodes, Drop Down menus, and more. (ProTip: Additional calculation fields below your Table can be used to display tax rates, shipping, any applicable discounts, and a total amount.)

• Instant calculations - Instantly total costs of services, products, shipping, and more.

• Automated Workflows - Leverage an Automated Workflow to instantly email a PDF copy of your completed digital Quote form to customers, update connected applications (like Quickbooks, Salesforce, Procore, and more) with a PDF copy and collected data, and update connected databases. 

Looking for more ways to bolster your operation with digital forms? Check out the most popular digital forms by industry, explore our collection of free Starter Form Templates (available in every GoFormz account), or sign up now to try GoFormz for free!