Tips and Tricks

Price offer template or does it matter what your offer looks like

This is usually clear for invoices. You will use what you have available in the online tool or you will download a template created in Excel that you found on the Internet or you acquired by a friend. There is nothing wrong with that, because apart from the legal information, you only have to show how much the client has to pay, where and deadline.

Quotations generate new business, invoices generate money

But what about price quotes? They have to be easy to understand. The more items and the greater the complexity, the more important it is to clearly show what the client is paying for. Represent the delivered value. Especially if the client is interested in adjusting parameters of the offer. Our seasonal survey showed that up to 37%* respondents preferred an offer, which was structured and easy to understand over a chaotic complicated one. The form which clearly displays how much the service cost, how many goods are included, and the relationships between the items, that was one the one that won. Even though it wasn’t always the cheapest.

Messy price offers means untrustworthy

Complicated and confusing price offers require much more work. Not only on the supplier side (if you use any of the multinational corporate software, creating a complicated confusing offer for a few items is really easy), but especially for the time spent on the client’s side. He usually receives several offers at once, among which he decides. The confusing price offer requires further effort, another round of Q&A with the supplier and further meetings to explain everything in detail. In larger companies, the client has a difficult task with selling the offer internally – which, even if it is competitively priced, is difficult to explain, share and defend in front of management and colleagues. Complicated price offers also seem untrustworthy, which was confirmed by up to 61%* of survey respondents. Clients feel that their supplier is deliberately trying to confuse them in order to continuously increase the price during or after project delivery.

Automate and stay clear

You don’t have problems like these with Bondly. How the offer looks and how complicated it is depends only on you. It is based on the choice of the template and on the complexity of the logic that you enter in the form when creating the framework. If there are really a lot of diverse items with different relationships, you can make it extremely easy for the client to model the offer according to his needs. Like a number of items or a budget can be simply achieved by creating another version offer himself. He does not have to call anyone, meet anyone and can take care of it when it suits him. All this without revealing the logic and formulas that you bring to the framework.

Bondly also automatically generates a presentable document format – offers, which are received by email. At the same time, you get the client’s contact details, preferences, and in this way you can differentiate between client’s with real interest in your product or service. If you see excessive interaction with the form, you can enter the business case right at this stage. You will know that it hooked him more than a client who has entered only a private Gmail address and has just completed the entire form very quickly.

Bondly can help you with cost savings connected to creating quotations, with lead generation, and with managing sales pipeline in a simple CRM. Read more about the Bondly tool at

*A survey was conducted in May 2021 on a sample of 131 respondents

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