Quote generator and calculator
A snippet with a template for a general cold introduction
Copy templates to use them anywhere:
Sales Quote Generator and Calculator
This snippet can create quick quotes for salespeople to include in emails. Enter the number of licenses and cost per product, and all the rest of the math is done for you automatically.
Customization
You will need to customize this snippet to your products to use it. Here's some suggestions of things to make sure are accurate for your use:
- Update the names of the products in the table
- Add additional discount options to the discount menu
- Include other line-items that can be toggled on/off, like Professional Services
Get Started
Sales Quote Generator
{note}{formtoggle: name=Include professional services?}
Pricing discount: {formmenu: default=List pricing; 10%; 25%; 50%; name=discount}{if: discount="List pricing"}{discountp=1}{elseif: discount="10%"}{discountp=0.9}{elseif: discount="25%"}{discountp=0.75}{elseif: discount="50%"}{discountp=0.5}{endif}
{endnote: trim=left}
| Product | # Licenses | Monthly Price Per User | Annual Cost{if: discount<>"List pricing"} with {=discount} discount{endif} |
|---|---|---|---|
| Basic | {formtext: name=basic; cols=5} | {formtext: name=bprice; default=10; cols=5} | {btotal=((basic*bprice)*12)*discountp}{=btotal; format=$.2f} |
| Pro | {formtext: name=pro; cols=5} | {formtext: name=pprice; default=15; cols=5} | {ptotal=((pro*pprice)*12)*discountp}{=ptotal; format=$.2f} |
| Advanced | {formtext: name=advanced; cols=5} | {formtext: name=aprice; default=20; cols=5} | {atotal=((advanced*aprice)*12)*discountp}{=atotal; format=$.2f} |
| {if: `Include professional services?`}Professional Services | N/A | N/A | {proserv=5000*discountp}{=proserv; format=$.2f}{endif} |
{if: discount="List pricing"}Total due for licenses: {elseif: discount<>"List pricing"}Total due for licenses including {=discount} discount: {endif}{if: not `Include professional services?`}{=(btotal+ptotal+atotal); format=$.2f}{else}{=(btotal+ptotal+atotal+proserv); format=$.2f}{endif}
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