2. Quote Example with Kizeo Forms!
Kizeo Forms allows you to create quotes instantly using data collected in the field. This feature helps businesses provide quick and accurate quotes, improving their responsiveness and professionalism towards clients.
To better understand the benefits offered by the Kizeo Forms solution, let’s take a closer look at the process of creating a digital quote:
From the form library, you can download quote templates. If none of the templates suit your needs, you can easily create your own data entry form tailored to your requirements. Kizeo Forms offers many fields to configure your form:
- Client information: name, address
- Products and services offered: product references
- Calculations: VAT rate, discounts, net and gross prices, travel expenses,
- Quantities: unit price, volume discounts,
- Text: mandatory statements
You can also customise the appearance of the quote with your logo, colors, and branding.
The data entry form and Word/PDF quote template are reusable as many times as needed.
Once you’ve created the form, you can enter the necessary information for the quote directly at your clients’ location. You can do this from your tablet or smartphone.
Kizeo Forms makes data entry easier and reduces human errors. It also allows you to collect various precise data, such as photos, GPS coordinates, RFID tags, and sketches.
With your digital data collection form:
- You collect more data much faster than with manual methods like paper-based entry.
- You standardise the flow of information within your company.
- You have traceability regarding compliance with Article 293b of the General Tax Code.
After filling out the form and verifying the information, you can create the quote. Then, you can get it approved internally. Finally, you can automatically send it to the client(s).
The Kizeo Forms solution integrates many options: searching for a template, non-applicable VAT, or creating documents tailored to your brand. A solution adapted to your interventions (material orders from suppliers, customer invoices, team schedules, site reports, etc.). These features are regularly updated. They help save time in preparing appointments, collecting data, and drafting quotes at a lower cost.