Like any other business, IT or software companies should provide a comprehensive list of the price of their software products and IT services when a client requests one. One of the best ways to do so is by making quotations. If your business needs to create on to present to a client, below are our collection IT and Software Quotation Templates, which you can readily download and use. These templates can be conveniently customized using Microsoft Excel, and it contains suggestive content that you can either use as-is or modify to suit your quoting needs. Present the best IT project quotation when you get these practical and premium templates today!
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IT and Software Quotation Template in Excel
Add Formulas to Ensure All Your Numbers Are Correct When You Use Template.net's IT and Software Quotations Excel Templates. Be It for Projects, Software Development, or Price Quotations, Our Free Templates Feature Easily Editable Content and Design Formats for Various Computations. Save Yourself the Hassle and Download a Template Today!
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How to Make an IT and Software Quotation in MS Excel?
Knowing how to write quotes is crucial for the success of your software or IT company. However, writing one that meets the expectations of your clients and your business goals is no easy feat. It involves the making of wise decisions and strategies that impacts the make or break of your business' growth. To help you out in getting started, we have provided you with some basic guidelines that are easy to follow.
1. Follow a Comprehensive Structure
Follow a proper structure to ensure the readability of your document. The structure starts with your quotation header, which consists of your business details, payment terms, receipts, and client details. It is then followed by the quotation body, which describes in detail the IT services and software products proposed and its corresponding prices. And at the bottom part will be the quotation footer where the client can find the total amount of all the items, expiration date, and a call-to-action. The call-to-action is as simple as a line or space where they can affix their signature to seal the deal.
2. Answer the What, the When, and the How Much
When it comes to requesting a quote, clients don't mind how your IT services or software products will be of use to them. They only want to know what are the products and services you offer, when you can deliver it, and an estimate of all of them. Don't bother answering how your products and services can be of help to them because proposals exist to do that.
3. Make Your Client's Needs Your Top Priority
Do you want to attain your client's trust? If yes, then by all means, meet their needs. Do not quote anything you are unsure of. Avoid assuming any of your client's requirements. And for that, do not be afraid to ask your clients questions incessantly and always answer their questions, too.
4. Outline the Terms and Conditions
Keep in mind that a quote may serve as a contract that binds you and your clients; that is why ensure that you properly outline the terms and conditions. If your IT or software company has general terms and conditions, you may include these in every single quotation that you make for a client.
Frequently Asked Questions
What Is a Quote?
A quote declares all the fixed price for each of your software products and IT services. It is presented to a client requesting for It serves as a legally binding contract as soon as your client accepts and signs it.
What Is the Main Difference between a Proposal and a Quote?
The main difference between these two business documents is the client's needs. Proposals are made when a client requests for a solution while quotes are made to request for a particular product, its corresponding price, and current availability.
What Are the Crucial Components in a Quotation?
- IT/Software company details
- Specifics of the Project
- Cost Breakdown
- Variations and its effect on the costs
- Projected Schedule
- Terms and conditions of payment
- Expiration Date
- Signature Line
- Modes of Payment
What to Check When Quoting for IT/Software Products?
- Check whether you can supply the requested quantity of products.
- Check whether you can supply the requested products within a given time period.
- Check your customer's delivery needs.
- Check the job and logistics for any overhead costs.
What to Keep in Mind When Quoting for IT/Software Products?
- Accurate record-keeping is crucial for your future quoting, accounting, and budgeting needs.
- Don't belittle the scope of your services and be realistic as to the time you will most likely spend in providing these.
- Always charge for any additional costs that will incur as you provide your services.
