Blog details

CRM Invoice & Quote Templates Make Lasting Impressions

Quotes and invoices are necessary, but they don’t have to be boring. Instead, make the most of these opportunities by showing off your brand and personality. Increase your sales with memorable price quotes and customize invoices to show customers your gratitude.

Use our free templates to start developing your own quotes & invoices. Every communication counts!

Tips for Quotes

  • Open the quote with a warm, friendly message.
  • Make it incredibly easy for the prospect to identify the total cost.
  • Give your prospect a reason to do business with you.
  • If the price could change, include a section that identifies risks that affect the quoted price.
  • Double check and make sure all information is accurate before you send the quote.


Tips for Invoices

  • Thank the customer for doing business with you.
  • Make it incredibly easy for the customer to see how much they owe you.
  • Include a due date.
  • Double check and make sure all information is accurate before you send the invoice.