No two businesses are exactly alike — and your price quotes shouldn’t be either. Whether you're selling sneakers or software, customization is no longer a luxury — it’s the secret sauce that makes your proposals stand out and close more deals. That’s where Accepio’s handy feature comes in: custom fields.
Let’s explore the real magic behind customization — and how to put it to work for you.
1. Customize What Matters: From Product Costs to Client Quirks
With Accepio’s custom fields, you can add exactly the data you need — no more, no less. Want to track your internal purchase price without showing it to the client? Add it. Need a quick link to a supplier’s website? Pop in a URL. Want to note that your VIP client prefers phone calls on Thursdays? Absolutely.
Quick tip: Create text, number, or URL fields that support internal goals (like margin tracking) or external clarity (like secondary contact details). You control what’s visible in the quote — and what stays behind the scenes.
2. Profit Clarity = Business Power
Tracking purchase prices (which remain hidden from clients) allows you to calculate profit margins automatically. Even better, you can break down multiple cost types — such as product vs. shipping — to understand exactly where your money’s going and growing.
Quick tip: Use hidden custom fields to identify which products or services are the most profitable — and adjust your strategy accordingly. Knowledge is margin.
3. Make Every Quote Feel Custom-Made
When customers receive quotes that speak directly to their needs, they feel valued. With Accepio, you can include optional custom fields in the client-facing quote. Maybe it’s their internal reference number, preferred delivery method, or project manager’s name — small details that make a big impact.
Quick tip: Use the “show in quote” toggle thoughtfully. Keep internal notes private, but don’t hesitate to include extras (like delivery preferences) that build trust and clarity.
In a world of one-size-fits-all, personalized quoting sets you apart. With Accepio’s custom fields, you gain flexibility, clarity, and control — not to mention a smoother quoting workflow and more insightful data. The result? Smarter quotes, happier clients, and more wins on the scoreboard.
