Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

Arrow left icon
Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
Arrow right icon
View More author details
Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Creating quotes

Keap’s quote function gives you the ability to create a formal document or written statement for your potential buyers. It outlines the terms, conditions, and costs associated with a specific product or service that your buyer is interested in purchasing. A quote typically includes details such as prices, quantities, delivery timelines, and any other relevant terms and conditions.

Using quotes in your sales process is important for several reasons:

  • Clarity: Quotes provide a clear and detailed overview of the products or services being offered, eliminating any confusion or misunderstandings that might occur.
  • Professionalism: Providing a well-structured and professional quote shows your potential buyer your commitment to transparency and professionalism, instilling confidence in the buyer and enhancing your credibility.
  • Legal protection: A quote serves as a legally binding document that outlines the terms of the sale. It can help protect both...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime