Tell the story
Use headings, bold, italic, underline, bullet lists, images and formatted text to explain the customer’s needs and your recommendation.
Proposal quote software
Explain the offer, not just the price.
Put the scope, recommendation, images, terms and price in one branded online proposal.
When a list of items isn’t enough
Some customers need to understand the plan before they approve the price. A proposal quote lets you explain what you recommend, what is included and what happens next, without sending a quote plus a pile of separate files.
Start from a proposal template, then make it fit the customer
Create different proposal templates for equipment, projects, tenders, installations, manufactured products or service work. The standard wording is ready each time, but the salesperson can edit the proposal text for this sale.
Keep the price structured
Add real products, services, options, freight and deposits. The customer sees a clear price while Tall Emu keeps the lines linked to stock, cost, margin and the order.
Use customer and sale details
Merge customer, contact, quote and sales information into the template instead of typing the same names and details into every proposal.
Finish with a clear next step
Include the terms, let the customer ask questions, accept, sign and pay online, then carry the accepted sale into the work.
A proposal quote can include
- Customer needs and goals
- Your recommended approach
- Scope and deliverables
- Product images, diagrams and supporting files
- Options and optional extras
- Assumptions and exclusions
- Delivery and freight
- Terms and conditions
- A structured product and pricing table
- Deposit or payment details
Present the proposal without losing the product, price and order data
The proposal can look polished while its items stay linked to Tall Emu products and services. That means the salesperson can still see customer pricing, stock, cost and margin, and the accepted quote can move into the sales order without being rebuilt.
Use a proposal with or without a sales pipeline
A high-value direct sale may need a full proposal even when it can be closed quickly. A longer sale may use an Opportunity to hold the calls, meetings, people and several versions before the final proposal is approved.
Present the recommendation, price and terms together.
Give the customer enough detail to make the decision, then let the accepted proposal start the order and work.
Prefer to talk? Call 02 9299 9959 or talk to a real person.