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.

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Business advice Limited Companies Videos Xero


John manages a wide portfolio of owner managed businesses and oversees the smooth operation of the firm’s payroll department.

After obtaining his degree in mathematics from the University of Liverpool, John joined Jonathan Ford & Co in 2004 and qualified as a chartered accountant four years later. John likes to keep abreast of developments in tax and accounting and is responsible for the mentoring of junior staff.

Outside of work, John enjoys keeping fit and is a Liverpool FC season ticket holder.

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