Quick Easy Quote

Quick Easy Quote

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Hi folks,

I am considering implementing this pricing/quotation system in the office to streamline the production of fixed price quotations for new clients and prospects. I would like my team to be able to do quotations too so that all I need to do is a quick review and approve before speaking to the prospect about the charges.

Does anyone use Quick Easy Quote at all? It seems fairly simple to use and set up however the main thing about it seems to be the "base" level fees you put in place for different client types (i.e. sole trader vs partnership vs  limited company vs may property income only). The level of fees are then adjusted from the base level based on quality of records, level of turnover etc.

Does anyone wish to share any "base" level fees they tend to work off at all? And does anyone use any other system at all?

Many thanks folks.

Replies (6)

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By zebaa
24th Jul 2014 15:42

How many do you do?

At thirty pounds a month plus vat you need to be doing a lot of quotes for it to pay, I would have thought.

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By zebaa
24th Jul 2014 15:45

Further thought

My "system" is ask what they want, estimate how long it will take & price from there.

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By Moonbeam
24th Jul 2014 20:15

I see your point of view

Yes, of course it's sensible to systemise how we quote. I couldn't agree more.

I quoted a new self employed person over the phone today based on work I did for someone similar, but I don't think that's a very sensible way to carry on.

I wouldn't buy in a system - I'd use the "Easy Quote" idea to build up my own system.

If you were to use a spreadsheet for the base price - which you would of course have to quantify you could then add to that depending on type of business, whether lots of cash, messy client, etc, but these things are so subjective.

Maybe you could have an office meeting to discuss how to set up the fees based on the more timehungry cases and then start up your spreadsheet. You could maybe build in a bonus for someone who charged a bit more and did the work in slightl less time.

Unfortunately I can only have a meeting with myself, and I usually get bored very quickly!

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By chatman
24th Jul 2014 23:07

I've got a pricing spreadsheet.
I haven't really got set base fees but I have a spreadsheet which flexes fees according to turnover and quality of records. It would probably be better if it used number of transactions but obviously that is more difficult to get from new clients. You can have a copy of my spreadsheet if you want.

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Replying to pauljohnston:
Kieran Phelan
By KPEM online
02nd Aug 2014 12:29

@chatman
Hi chatman,

That would be great if you dont mind. I will PM my email address to if thats Ok?

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By chatman
02nd Aug 2014 15:28

@sparkey999

Yes, that's fine.

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