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TOP TIPS #8 Transparent and easy to understand quotes

We see a lot of conveyancer quotes, so many of which are really difficult to decipher or compare. Many are composed in MS Word with Excel tables, pages of text, dozens of attachments, terms of business, questionnaires and the like. What is a disbursement? What is +VAT or inc VAT?

Quotes should be straight forward, transparent and easy to read with a simple call to action preferably with an 'accept this quote' button.

Many of the systems that provide conveyancers with a 'Get a Quote' button also generate the quote and provide a call to action. We are particularly impressed with Hoowla that offers infinite configuration and design possibilities.

When was the last time your practice reviewed its output through the eyes of your potential clients?


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