Got an opportunity to quote a big gig? Working with a client on a potential project with multiple components and custom options? The Zibster Quotes tool has you covered! You can create proposals with options to fulfill your client's needs before a job starts. Creating a personalized quote is really simple.
Listen to your customer's request: Ask questions, collect information, and then you can curate the perfect proposal.
Craft a quote based on existing products and services: You can pre-set the cost of products and services within the Zibster ecommerce tool. Then these items can be added to a quote so you don't have to write out each element. This helps make drafting quotes quick and easy!
Customize your quotes: Not every quote you create will be based on something specific you have preset. You can add custom items and options directly to quotes.
Send the quote: Once you have a quote ready to share, you can send it from the Zibster platform. You can send it to a client already in your CRM (Contacts) or enter your customer’s email directly into an invoice.
Collect approval: Once your client receives a quote, they will have options to approve or deny it by the due date you set. To approve a quote, they’ll add their digital signature and click approve. If they reject the quote or fail to approve it by your deadline, you can follow up to discuss other options.
Follow up with an invoice: If a quote is approved, the Zibster platform will automatically generate an invoice for you to review and send to your customer when appropriate. You can choose the payment options and deadline for the invoice.
Everyone wants to get paid! Quotes and invoices help make that happen. Having them connected to your website and CRM (Contacts), helps streamline everything you do in one place.