Quotes are an essential part of any business. They clearly describe the goods and services you are offering to your customer and, most importantly, protect you in case of legal dispute. But the administrative side of things might not be what you're best at, so sit back and let Silex help you. You'll save time and can be sure that all your documents are compliant!
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Legally compliant quotes created in seconds
A signed quote becomes contractual which is why it is important to make sure it is compliant. It must contain a series of legal notices and take into account information specific to your company (such as the VAT rate or insurance policy when relevant).
Silex takes care of everything, your online quotes are created in just a few minutes!
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Quotes: the first step to billing
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As well as all the legal notices, your quote should also detail the goods or services provided. You should be as specific as possible so that your customer knows exactly what they're getting and for how much. Also remember that your bills and invoices will be based on the quotes so it is important that they be detailed. To make life easier, you just need to provide all the information to your account and Silex takes care of the rest!
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At any time you might need to refer to an old quote, meaning you always need them nearby. It can sometimes prove challenging to file everything properly and find what you need. Silex stores all your documents securely. With clear user interface, find all your quotes in moments.
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Quotes for all types of business
What are quotes for?
In a store, customers know the price of items thanks to the tags on every object. This is what a quote does: inform your clients of what they're buying and at what price. As a result it's important to issue it well before delivery. Once signed, the quote becomes a contract between you and your customer. Quotes are issued by everyone, whether sole business proprietors, freelancers, SMEs and so on.
What to include
To create a compliant quote, it is necessary to include:
- Your business details, contact information and company identifiction number (when relevant)
- Your customer's name and contact information
- The VAT rate, even if you are exempt
- The quote's expiry date
- The specifics of the job and a breakdown of costs : this part is especially important as a detailed quote will help you save precious time when it comes to the invoicing
- Indicate that you are taking a deposit if you want to client to pay an amount upfront before you start the job.
With Silex, you can configure all the information when you create an account. Your quotes will then be created automatically!