![]() ![]() To ensure that your quotation is both attractive and accessible, I recommend using the following quotation template or format. Your quotation must be more than just visually appealing it needs to be easy to read and understand. A well-crafted quotation is an essential tool in your arsenal to win over new customers. You can also use Refrens quotation maker to create a quotation instantly.Īs a business owner, your ability to connect with potential clients is critical to your success. The PDF version ensures a professional and printable document for their reference. They will receive the quote in two formats: online and PDF. Share Your Quotation - You can use the email option provided by Refrens to share the quotation directly with your prospects. Click on the "Download" option to save your quotation in PDF format. ![]() ![]() A popup modal will appear click on "Sign Up Now" to register if you haven’t already.ĭownload Your Quotation in PDF - After registration, you'll be redirected to a review page where you can view your completed quotation. Review and Save - Once all the necessary details are filled, review your quotation to ensure accuracy. Footer Details - Include terms and conditions, additional notes, your signature, attachments, etc.Line Item Details - Add product or service names, descriptions, quantities, rates, and total amounts.Quotation From and To Details - Fill in your company details under "Quotation From" and the prospect's details under "Quotation To.".Refrens also offers custom field options for adding additional details in the header section. Header - Add the quotation number, quotation date, and your company logo.For instance, if your company is ABC, you can title it “ABC Quote.” It can be as simple as "Quote" or " Quotation," or you can customize it with your company name. Title - Decide on the title of your quote.This action will load a PDF quote template on your screen. Visit Refrens Quotation Template Page - Go to Refrens' quotation template page on their website.Ĭlick "Create Your First QUOTE" - On the page, find the pink button that says “Create Your First QUOTE” and click on it. Here's a step-by-step guide to help you create a professional quotation using Refrens' PDF quotation template. How to create a quote using a PDF quotation template?Ĭreating a quote using a PDF quotation template on Refrens is a straightforward process, designed to be user-friendly. ![]()
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