Personalized Quotes
for your Business
You wrapped up a project, sent the invoice, and then—nothing. Weeks go by, and instead of payment, you’re hit with questions and requests to adjust the invoice. What’s going on?
It might be a difficult client, but the problem could also lie in your invoicing process. Using personalized quotes from the start can prevent confusion and delays. Clear, detailed invoices—based on accurate, customized quotes—ensure clients understand the charges upfront, helping you get paid faster and with fewer hassles.
Key components of a
Personalizable Quote Template
1. Quote Number, Issue Date
Each quote must include a unique identification number and the date it was issued.
2. Client's information
Include the name, address, and contact information of your client.
3. Your business information
Your business information, including the name, address, contact information
4. Products or services to be delivered & total price
List of all products or services that will be provided, price per unit, total price per item, the total price and any taxes your client will need to pay.
5. Deposit
Your can request a small deposit amount that you can use to buy job materials in advance.
6. Client's signature
Request your client’s signature and make sure they have read and they agree with the job’s requirements and total budget.
Personalize your Quotes as needed
Once your quote is created, customize it to make it look more professional and unique for your customers.
Choose between different quote templates
Add your company logo
Match your Brand's colours
Edit your header, content and summary
Edit Quote's details
FAQs about personalizable quotes
🎯 Client Profile Autofill – Pulls contact info from Invoice Fly's Client Portal
📝 Smart Templates – Saves your most common services as pre-set blocks
✏️ Personalized Greetings – Auto-inserts client name & project specifics
- 🖼️ Custom Header Images – With client’s business logo/project photos
- 📌 "Why You?" Section – Auto-generates 3 unique value props per client
- 💬 Personalized Video Message – Option to embed 30-sec Loom video
🔄 Version Branching – Creates alternate copies of working drafts
⏱️ Change Tracker – Highlights modifications from previous versions
📤 Quick-Send Updates – Only resends changed sections to clients
- 🎨 Brand Lock Features
- Color palette enforcer
- Approved font library
- Logo placement guardrails
- 📋 Approved Messaging Library – Pre-written service descriptions
- 🔍 AI-Powered Job Matching –
- Suggests comparable past projects
- Auto-fills relevant pricing
- Flags scope differences
- 📂 Smart Tagging System – Search by industry, budget, or service type
Free Resources
Resources to run your business smoothly and efficiently.
