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WHEN TO USE THIS DOCUMENT
A proposal document which is used to detail of exactly what that particular customer is buying (exactly what you are selling them, what the price will be, when it would be supplied etc). If you want to vary your standard Terms and Conditions for a particular customer (for example, you want to give them more time to pay you), you can do this on your Proposal.
So the Proposal is used to set out exactly what you are offering before an order is placed by that customer / client so there are no misunderstandings about what is available and on offer. The customer accepts the Proposal when an order is placed.
It has various options so you can customise it to suit what you need. A Proposal can also be used as a form of quote.
A Proposal should be accompanied by standard terms and conditions which cover the basics of how you will supply your plumbing services. So, for example, it will deal with your obligations and what you supply but will also deal with the buyer’s obligations and responsibilities (for example, if they supply information or measurements which you rely on and use). It also includes potential problems areas such as what the customer needs to do if they have concerns and what happens if there’s a problem with the payment etc.
This document is the Proposal. If you require the standard terms and conditions please see our other documents.
WHAT DOES IT CONTAIN?
The usual information you would expect to see in a Proposal which you customise, including:-
DO NOT USE THIS DOCUMENT
HOW TO USE THIS DOCUMENT
This is a MS Word document and is easy to use. The document uses blue text to provide extra guidance and notes and green text where you will customise your document to suit the circumstances in which it is used.
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File Type: Word File
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