February 15th, 2015

6 ways that sending quotes can help your business

Sending your customers and prospects a quotation in advance has lots of advantages.

– it looks professional
– it gives your customers confidence that you won’t surprise them with an unexpected bill
– it protects you from ‘mission creep’ where you agree to do something but the job keeps gradually expanding.
– you can specify your other terms and conditions – such as payment terms
– you can use your proposal to include other sales information such as testimonials and case studies so you’re more likely to win the work
– you’re far less likely to have a dispute over fees if everything has been agreed up front and in advance

There’s lots of ways you can send a quote….a simple, hand written note is better than nothing.

Xero – our favourite software – makes it really quick and easy to create a quote, email it to your customers, manage outstanding quotes… and convert success into an invoice.

Take a look at the 2 minute video below to see more.

If you would like to book a personal demo to see how Xero and Jonathan Ford & Co can help your business just send an email  or call 0151 426 4512.

Share this post

Filed under

Business advice Limited Companies Videos Xero

Managing Director

Jonathan trained as a chartered accountant with Price Waterhouse (now PWC) in Liverpool before becoming a small business services manager for Grant Thornton in Warrington. He also spent three years as the financial controller for Brookside and Hollyoaks (not that he ever mentions it!).

Jonathan is recognised as a specialist in the entertainment industry and is often called upon to provide training courses and seminars for media professionals. He's also a bit of a technology geek and has been recognised with the accountancy industry as one of the most progressive accountants in the UK.
Outside of work Jonathan is very proud to be the Treasurer of the Tim Parry Johnathan Ball Foundation for Peace and to be on the Council of the Liverpool Institute of Performing Arts (LIPA)

Give a Goat

Give us a referral and we will donate a goat to a family in Africa

Find out more

Our Newsletter

Enter your email address to subscribe to our mailing list.
  • This field is for validation purposes and should be left unchanged.