Simple item quote
Show products, services, quantities, prices, discounts and freight in a clear list. Add product images or longer descriptions where they help the customer choose.
Quote formats and templates
Use the right quote for the job.
Send a simple list of items and prices, add product images, or build a full proposal with scope, terms and online approval.
Tall Emu supports different quote formats to suit every business
Simple quotes can use simple lists. Sometimes pictures help. Other sales need a full proposal with scope, options and terms to get the deal done.
The quote format doesn’t force you into a sales process. A fast sale can use a full proposal. A long pipeline sale can finish with a simple list of items and prices.
Quote with product images
Show images held on the product record for equipment, clothing, furniture, manufactured goods and other visual products. Change the customer-facing description for one quote without changing the main product.
Proposal quote
Combine scope, recommendations, images, assumptions, terms and a structured price. Start from a proposal template, then edit the text for the customer.
Quote or estimate
Use a firm quote when the offer is clear, or an estimate when the quantities, work or final price may still change.
Quote templates
Preload products, services, owner, stock location, quote layout and deposit for sales you repeat. Create the new quote, then change what this customer needs.
CPQ, kits and packages
Configure, price and quote products with options, kits and packages. Guide the salesperson through the choices and carry the selected parts into the order.
Make the quote easy to read
All Tall Emu quotes can use product images and formatted content. Use the amount of detail the sale needs without turning every quote into a long proposal.
- Bold, italic and underlined text
- Headings and bullet lists
- Product images from the product record
- Customer-facing product descriptions
- Groups, comments and subtotals
- Scope, assumptions and exclusions
- Freight, deposits and payment terms
- Terms and conditions as part of the quote
Use as many branded quote templates as you need
Create templates for different brands, teams, divisions or types of sale. Each template can have its own logo, colours, layout, wording and terms. Web Quotes can also use your own domain.
Set up your own templates
Choose item-based or proposal-based layouts, add branding, select the PDF, email and SMS templates, and decide what the customer can see.
Deeper custom work when needed
Most businesses can configure their own quote templates. Tall Emu can also help with more complex documents, merge fields or layouts when the normal template tools aren’t enough.
Send the same quote the way the customer needs it
- Branded online Web Quote
- Formal PDF Quote or Estimate
- Email with a quote link or PDF
- SMS with a quote link
- Online questions and replies
- Terms acceptance and customer signature
- Deposit or full payment online
Choose the quote format that fits the sale.
Keep a simple quote simple, add pictures when they help, or build a full proposal when the customer needs more detail to say yes.
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