Email Quotes

[PlumbersMate]

Evening All. Just a quick one. If you send a quote by email do you add one as an attachment to the actual e-mail on a document with a logo/company header or do you just wtite out a quote on the email? Any help/suggestions/examples welcome and as always greatly appreciated. Thanks in advance

 

[Barry98]

i write it out as some cant open certain files etc and are not computer users so to speak, so keeps it simples

 

[thereisawizza]

Type up as normal, print to free PDF maker (try Primo PDF) and send as an attachement. If it's a price for a part or something small I put it in email but remember this won't have your terms and conditions!

 

[woodsy]

I always put together a typed quote on headed paper and attach to an e-mail - i also do this for many invoices now saving a few quid every month.

 

[gravytrain]

i've got a word document with my logo as a header. i fill this in as the quote. i then attach this to the email and send it, i also print it, sign it and send one in the post. that way i know they've got it one way or the other.

 

[SimonG]

Always attach pdf file, word document and cut and paste it into the e-mail just in case. If they decide to go ahead they then get a hard copy when I arrive on site.

 

[dontknowitall]

I phone them up - saves on typing and gives me more time on this forum ...

 

[Barry98]

I phone them up - saves on typing and gives me more time on this forum ...

you need to get out more lol

 

[SimonG]

I phone them up - saves on typing and gives me more time on this forum ...

Don't like speaking to them at the best of times!!!!!

 

[tackleburger]

I use excel then "save as" PDF Logo and all!

 

[PlumbersMate]

Thanks everyone. Sound advice as usual. I normally do a printed one in the post but this customer wanted one emailed so ive gone ahead with the attachment to the email. With regards to your terms and conditions are yours printed at the bottom of your quote or on the reverse?

 

[unguided1]

I usually just email em, as I have found it difficult in the past to scan the back of a *** packet

 

[SimonG]

I usually just email em, as I have found it difficult in the past to scan the back of a *** packet

Well if you have a combined printer, scanner, fax machine, you open up the *** packet and stick it to an A4 sheet of paper, using blue peter double sided sticky tape and then slide it through the scanner and ........................

 

[unguided1]

Well if you have a combined printer, scanner, fax machine, you open up the *** packet and stick it to an A4 sheet of paper, using blue peter double sided sticky tape and then slide it through the scanner and ........................

I have to confess I have never had much of a thing for sticky back plastic or double sided tape, but a pair of vals old knickers I bet they would stick anything!!

 

[SimonG]

I have to confess I have never had much of a thing for sticky back plastic or double sided tape, but a pair of vals old knickers I bet they would stick anything!!

Bit of duct tape or the plumbers favourite, clear silicone!

 

[Mrs Tara Plumbi]

Thanks everyone. Sound advice as usual. I normally do a printed one in the post but this customer wanted one emailed so ive gone ahead with the attachment to the email. With regards to your terms and conditions are yours printed at the bottom of your quote or on the reverse?

Our terms & conditions are 2 sides of A4!
But very detailed - like my posts on this forum!
And I have not reduced it to tiny print because no one wants small small print.
In the quote I refer to Terms & Conditions attached

If sending by email normally we copy and past quote into the email
and copy & past T&C into separate email.

No one likes opening attachments do they? How often do they not open correctly and need to be reformated.