Creating and sending a quote has never been easier


When you first start chatting with a new client, one of the first things they’re going to ask for is a quote regarding your services. Creating and sending a quote has never been easier! We’ve found that the best method is to create a couple standard quote templates, all of which can be modified if you need to customize for a specific client.

When creating a new quote, you’re met with a very easy to follow system. You have 3 options for adding pieces to your quote: Standard Quote Items, “Choose One” Options and “Choose Any” Options.
Creating and sending a quote has never been easier with

Standard Quote Items are for items/services that the client must have. For example: if you have a certain travel radius and this project would require additional travel expenses, you would enter those as a Standard Quote Item. Anything the client has no choice on when working with you would go here.

Creating and sending a quote has never been easier

“Choose One” Options are for items/services that your client gets to choose between when working with you. For example: if you offer several different photography packages, you could create a different option for each package and your client would need to select only ONE of them to complete the quote.

“Choose Any” Options are for extras, add-ons and are not required. For example: if you offer additional hours of photography, add-on albums, extended engagement sessions, etc., this is the perfect place to add them and your clients can select all, some or none of these when completing their contract.
Creating and sending a quote has never been easier

Is your brain swimming with all the possibilities yet?! CloudBooks is seriously loaded with everything you need to make your business work smarter, better, easier and faster for you, giving you back the time you’ve been spending on so many tasks by automating them and allowing you to put more time into focusing on the parts of your business (and personal life) that you love.

A Freelancer’s Journey to Finding a Workable Billing Software Solution


A Freelancer’s Journey to Finding a Workable Billing Software Solution :

What started out as a side income for Mandy about three years ago, eventually became a full-time career. This career consisted of her writing as a freelance writer. She wrote at times as a ghostwriter and sometimes under her own name, but after awhile her lack of business and accounting skills became a roadblock to her success. This is Mandy’s journey to finding a workable billing software solution for her new freelance career.

Freelance Writer Doesn’t Equal Business and Tech Savvy
In the beginning, Mandy worked through broker sites creating content for clients, which was easier for her because the billing and accounting part was already taken care of. After some success there, she began to branch out to freelance job boards and forums. This is where she found a few personal clients who liked her writing on certain topics. At first, billing was easy enough to manage through PayPal, but when work picked up she began to get overwhelmed with the holistic business aspects of her budding career.

See, just because Mandy was a great writer and could satisfy her clients in that department, she really wasn’t business or tech savvy. After six months of branching out on her own and gaining a few of her own personal clients, she began to understand her freelance writing work resembled a business.

In fact, she realized her freelancing writing efforts had become a full-time business. Yet, Mandy was becoming disorganized with billing, invoicing, time-tracking, deadlines, expenses, and overall organization. She was beginning to think she would have to scale down, or simply go back to a broker site.

Mandy Found a Solution
Although Mandy wasn’t the most tech savvy or business minded person, she put forth the effort to find a workable billing, invoicing, and time-tracking solution. After sifting through complicated solutions, which were basically overkill for her situation, she found CloudBooks.

CloudBooks was a comprehensive billing, invoicing, and time-tracking SaaS solution. The simplicity and 30-day free trial offer attracted her to signing up and using it. Right away she realized this was the exact solution she needed to organize every aspect of her promising freelance career.

How CloudBooks Transformed Mandy’s Career
Mandy never thought she’d have a career as a freelance writer, and even with the success she was having for a few years: the business and tech aspect seemed out of her ability to manage. She thought she was simply going to be limited to a mere elementary type of business persona, rather than a fully functional business with a successful brand.

Finding CloudBooks began to change her mind-set around these thoughts of limitation. Her few personal customers responded very well to her professional estimates and invoices, and the time and expense tracking features of CloudBooks began to give her clarity around all aspects of her daily work. She began to become so organized that she was able to take on many more clients and make more money.

CloudBooks transformed Mandy’s mindset and business ability, and through the easy-to-use tools: she was able to organize and manage her freelance career in a professional and successful manner. She expanded her abilities to take payments, track expenses for taxes, track invoices and estimates, and meet deadlines. The best part is she had a central place to access all these tools, while before she was using her memory and sticky tabs!

A Bright Future Began for Mandy
Putting the puzzle pieces together for a successful career as a freelance writer was a slow process at first, but was accelerated when Mandy found CloudBooks. By not having to spend so much time and effort on keeping track of the business aspects of her career, she was able to create a portfolio and a website. After some time she built a successful brand, and was able to even hire a crew of 5 freelance writers to help satisfy her customers’ needs.

CloudBooks remained the solution she used, helping her to comprehensively organize her employees and customers with simplicity and clarity. Through the insightful expense and time-tracking reports, she was able to manage employee productivity and the business’s profitability. And through the organized billing, invoicing, and estimates, she was able to keep track of deadlines and payments due.

Summary

Mandy went from a part-time freelance writer working for content broker sites, to a freelance agency employing five writers and satisfying dozens of clients and hundreds of orders every month. A big part of her successful journey was finding CloudBooks, which gave her the tools, insights, and ability to turn her talents as a writer into a viable business.

CloudBooks is a great billing and invoicing solution for small businesses of all sorts. It’s designed in a way to take the complications out of the billing process, and to give businesses the tools they need to comprehensively manage the vital aspects of their businesses.

By using this innovative SaaS solution, freelancers like Mandy can find the efficient tools they need to upgrade their businesses, satisfy their customers, and use their time more productively. If interested in knowing more or to start your free trial, please contact us today.

What Our Quote Software Can Do For Your Business


While usually not the first impression one makes with a client, a quote or estimate to a client is usually the first formal document they receive. Additionally, the estimate is implicitly a call-to-action to a client and represents the last step before a deal is reached. As such, it is of incredible importance that your quotes present your company in the best light by looking clean and professional, as well as presenting information in an easily readable format for your prospective client’s consumption.

The creation of estimates was once a tedious process that required the painstaking entry of information into spreadsheet software and then its meticulous transfer to a word processor for formatting. In 2016, however, the use of quote software can both speed up the process, as well as ensure that each estimate your company sends out is beautifully formatted and without the typos and errors that can be produced as a result of repeated, manual quote creation.

Speed & Efficiency

Our CloudBooks software is built to allow your company to generate estimates quickly. This means that we attempt to reduce the amount of work your company needs to do, as often as possible. When you enter into the estimate generator, everything from the client’s name to items included in the estimate to tasks your employees will be performing can be selected from predetermined lists. This means that, rather than entering information over and over each time an estimate needs to be sent out, any standardized or regularly used items can simply be added to the estimate in seconds flat and without referring to price-books or calculating labor-hours for some task. Additionally, specific tax rates can be applied to items or tasks on-the-fly from our easy drop-down lists, while a client-specific discount can be added simply by inputting it in a discounts cell at the top of the generator.

More Details

Our goal with CloudBooks estimate generator was to produce quotes quickly and efficiently to save companies on administrative time and let them get back to doing the important work of running a business. What we did not want, however, was for that goal to lead to uninspiring estimates with little information on them; the goal was to attain both detail and speed. As such, the estimates our software generates contain not only an itemized list of goods and services to be provided, as well as a detailed breakdown of quantity, taxes and totals, but also a full set of administrative information such as the date the estimate was issued, as well as the mailing information for both the prospective client and your business. You can even add your company’s logo if you so desire!

Estimate Management

Anyone who runs a successful business knows that it can often be hard to track all of the different estimates you send out. Sometimes it can be difficult to match customers to their proper estimates when they call for more information, and sometimes quotes are misplaced or lost forever. This difficulty can cause any number of headaches, especially if you are trying to negotiate with a customer while only guessing at what items are on the estimate which they received. For this reason our CloudBooks software is built to create an easily searchable database of all the estimates that you send out. You can sort it by name, by number, by the day it was sent out, or even the total amount. It also keeps track of the status of each invoice — whether it is a draft or whether it was sent — so that you can more readily gauge what you have out to prospective clients.

Please contact us to learn about what our CloudBooks software can do for your company, from quotes and estimates to invoicing and expense management.