Considering that the design and format of a quoting
template varies from one company to another, it doesn’t make any sense to use a
Sales quoting software that does not
allow you to customize a quote. Previously, customization in quoting templates
was not available in software tools. But most quoting tools available today are
designed to create a fully customizable quote. Also, most providers of quoting
tools are ready to do hundreds of customization to their software in order to
meet customer requirements.
You can customize the quote the way you want using any of
the tools that are available today in the market. The variety of quoting
templates that come along with the quoting software can be customized to meet your
branding needs.
Change
Appearance
From editing the color of the template to changing the style
and font of text and label, quoting software allows customization to any
extent. Every company has its own unique logo that reflects your brand, style
and image. The software tool allows you to add company logo on the quoting
template, which can help to identify and build your brand. You can add or edit a standard branding theme.
In short, you can customize the appearance of your quote and create a branding
theme.
Change
Layout
In order to add content in greater detail, you can even add
custom fields to the quote. Many tools allow to add columns and even customize
the column width of the quote template. The option to edit or delete column
headings is also available in software tools. It is also possible to change the
layout of your quoting template by deleting or moving existing fields.
Also with the advent of Online quoting system that can be accessed from any device, you can
even customize quotes on the go. So you can now use your smartphones and
tablets, and create customized quotes on the fly.
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