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Keep those jobs rolling in!
From initial contact to getting a reference from a satisfied customer, the Sales FormPack has the essential forms you'll need to help you effectively build up your sales volume.
The forms come in two formats for your convenience. You will find the forms in Microsoft Word .DOC format and also Acrobat .PDF format. They are fully customizable so you can change or add information to specify exactly the conditions you want for each job.
All forms and documents are designed to have a uniform look and feel so that you can present a polished, professional company face to your customers and vendors. Just add your company logo and information for fully customized, professional looking forms and contracts.
Forms included in the Sales FormPack (click to see sample in a new browser):
- Bid Followup Letter
- friendly, professional letter for following up on bids. Gives customers who have been slow in responding that extra nudge to accept the bid.
- Bid Log
- track all your bids, their history, and current status.
- Company Evaluation
- evaluation form for client, rating various elements of service, including overall construction performance, administrative, professionalism, and daily phases.
- Contract Transmittal
- professional cover letter to accompany contracts.
- Customer Satisfaction Survey
- comprehensive followup survey and reference consent form.
- Faxed Materials Quote
- materials quotation sheet, suitable for faxing.
- Initial Customer Contact Sheet
- detailed checklist for tracking new customers and then following up to close the sale.
- Phone Quotation
- form detailing quotation received by phone.
- Quotation
- quotation form suitable for all applications.
The Sales FormPack also comes with a file called "READ-ME-FIRST.txt". This is a helpful information sheet that includes where to get a free trial of both Microsoft Word and Adobe Acrobat.
Getting your FormPack is easy! No waiting & no shipping fee. Just download, print, and use!
Get your forms fast: When you complete your order, scroll down the page. On the right side of the screen will be a field called "Your Order". In that field you will find a red "Download Now" button. Just click on the button to begin your download process.
(Please note that the information in these documents is designed to provide outlines that you can follow when formulating business or personal plans or agreements and are not meant to provide legal advice. Due to the variances by many local, city, county, state and federal laws, we recommend that you seek professional legal counseling before entering into any contract or agreement.)
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