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Send better estimates to customers

When you have spent time working out an attractive estimate for your customer, you need to present it in an attractive way!  The preparation and presentation of your estimate can take as long as the calculations.

You need to check you have all the relevant parts, and carefully read the document to make sure it is professionally presented.  If this sounds like the way you do estimates, you need to try Sigma.  Sigma automates the formatting of estimates to make sending professional-looking proposals a breeze.

If you still prepare quotations in a conventional spreadsheet, you are probably spending lots of time formatting the documentation.  Writing the cover letter, collating the documentation and writing supporting notes is often as big a challenge as preparing the actual estimates.

Print your estimate and all the supporting documents with a few clicks

Everything is easier when you first start using Sigma for your estimates and proposals.  The writing, collating, formatting and sending of the proposal is done with the click of a button – and if additional documents are required, they’re easily added with just a few extra clicks.

All the necessary information and supporting documents are automatically inserted from the estimat, together with yours and your customer’s contact information.  You will be prompted to check whether you have included all the pricing details, and to choose whether to present it inclusive or exclusive of taxes.  You also have the option to insert a section at the bottom where the customer can approve the offer by signing it electronically and returning it to you.  This proposal therefore becomes a convenient working document that simplifies the workflow between you and your customer.

The pricing, terms and conditions that are stated in your proposal need to be honored. To make it easier to ensure that you agree on scope and that you have not forgetting anything in your estimates, you can easily include a detailed breakdown of pricing with the offer. Simply select it from the menu and it will be included automatically in the proposal letter.

Give the customer a professional impression of your company

Sigma professionally formats and presents your proposal document and underlying estimates.  You can customize the cover letter and all other written documentation with your logo and other design elements and insert custom text so that it becomes your own proposal, and not just a standard, computer-generated document.

This gives the customer a much better impression of your company, and can be a deciding factor when the customer is choosing from many different offers. With professionally presented proposal documents, you will appear better prepared and more in control than your competitors. And this will also be the case when you win the contract and start working on the construction site!

Sign contracts more easily with Sigma

You can also use Sigma to store your signed contracts to safeguard yourself in case of any future disputes with your customer or subcontractors. If you print and sign a physical copy of the contract, this can also be subsequently scanned and stored in Sigma.

Sigma uses a built in contract template where you can include references needed e.g. to the relevant local building authorities, or to supplementary information about the parties and what has been agreed between you. The full texts referred to can be attached as supporting documentation.

Sigma lets you print, save and send everything easily to your customers and employees

When the project starts, you can use Sigma to produce the documents you need: bill of materials, workplans and timesheets are all printed with a few clicks as soon as the employees are ready for the new project.  You can print them with and without pricing as well as print other reports that help you stay on top of the project.

Most importantly, the different partners get the information they need, formatted in a way that they can use and are familiar with.  Sigma does all this without you having to waste any further time setting up, formatting or designing any reports.

Try it out now – see how easy it is to send better estimates to customers

Do you want to see how easy it is to prepare, print, save and send estimates and all your documentation for your projects to your customer? Download a free version of Sigma here!

You’ll be amazed to see how easy it can be done
and how much time you can save.

Try it out now – see how easy it is to send better estimates to customers

Do you want to see how easy it is to prepare, print, save and send estimates and all your documentation for your projects to your customer? Download a free version of Sigma here!

You’ll be amazed to see how easy it can be done
and how much time you can save.