Creating Your First Quote

This guide will walk you through creating your first professional quotation using QuotationTemplate.

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Step 1: Choose a Template

1. Navigate to the **Templates** section in your dashboard
2. Browse through our categories:
- **Quotations**: General business quotes
- **Proposals**: Project proposals and bids
- **Estimates**: Cost estimates and pricing
- **Invoices**: Professional invoicing
3. Click on a template that matches your business needs
4. Preview the template to ensure it fits your requirements

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Step 2: Customize Your Template

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Basic Information
- **Company Details**: Add your business name, logo, and contact information
- **Client Information**: Enter your client's details
- **Quote Number**: Set up automatic numbering or enter manually

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Content Customization
- **Services/Products**: List what you're quoting for
- **Descriptions**: Add detailed descriptions of your offerings
- **Pricing**: Set up your pricing structure

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Step 3: Use AI Assistance

QuotationTemplate's AI can help you:
- **Generate Descriptions**: Create compelling service descriptions
- **Suggest Pricing**: Get pricing recommendations based on industry standards
- **Improve Content**: Enhance your existing content for better impact

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Step 4: Review and Finalize

1. **Preview** your quotation
2. **Check** all calculations and totals
3. **Verify** client information and contact details
4. **Add** terms and conditions
5. **Include** payment terms and deadlines

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Step 5: Export and Send

- **PDF Export**: Generate a professional PDF
- **Email Integration**: Send directly from QuotationTemplate
- **Tracking**: Monitor when your client views the quote
- **Follow-up**: Set reminders for follow-up actions

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Tips for Success

- Keep descriptions clear and benefit-focused
- Include all costs upfront to avoid surprises
- Set clear timelines and expectations
- Follow up promptly on sent quotes

Your first quote is now ready to impress your clients!