Not all your clients read a quote the same way. A startup seeks speed and clarity, a corporate demands transparency and detail, and a public buyer requires complete traceability. Presenting the same quote format to all these profiles risks losing business opportunities due to format mismatch.

🎯 Business Objective: Adapt the presentation of your quotes according to your interlocutor's profile to build trust, speed up decision-making, and increase your conversion rate.

Their expectations

• Brief and quick-to-read overview
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• Focus on deliverables and added value
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• No unnecessary technical details
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• Trust based on offer clarity
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Recommended format: Result-oriented summary

• Presentation by main deliverables only
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• Overall amounts by phase
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• Text descriptions to explain value
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• No display of internal profiles or detailed man-days
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Furious Configuration

• Enable rate card grouping:

Go to Configuration > Business > Advanced Quote Theme
• Edit your theme and check “Group rate cards”
• Result: Only deliverables appear on the PDF, with their consolidated total
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• Hide technical details:

In the quote preview, click Configuration
• Uncheck “Quantity” and “Unit”
• Hide detailed rate card lines (option “Hide line”)
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• Enrich with content:

Use “+ Content > Text” to add business descriptions
• Explain the value of each deliverable rather than its composition
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💡 Tip: For this type of client, prefer the Simplified Mode of the spreadsheet, which directly displays streamlined lines without profile detail.

Their expectations

• Full transparency on offer composition
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• Visibility on involved profiles and their seniority level
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• Detail of man-days to justify price
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• Consistency between quote and negotiated rate cards
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Recommended format: Detailed and structured

• Display all rate card lines
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• Visible profiles/skills
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• Explicit quantities and units (days, hours)
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• Organized by categories and subcategories
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Furious Configuration

• Disable rate card grouping:

In Configuration > Business > Advanced Quote Theme
• Uncheck “Group rate cards”
• Result: Each skill line appears in the PDF
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• Display all detail elements:

In the quote preview, click Configuration
• Check “Quantity”, “Unit”, “Always show the subtotal of the category”
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• Use Standard Mode of the spreadsheet:

List skills in columns
• Associate them with deliverables in rows
• Furious will automatically display the complete breakdown
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• Add line descriptions:

Expand each rate card line
• Fill in the field “Text description” to specify the scope
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💡 Tip: If you have negotiated rate cards with this client, associate them directly with the client account. They will appear first when creating quotes.

• Complete traceability and compliance with guidelines
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• Precise referencing of each service
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• Justification of applied rates
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• Comprehensive documentation for bid files
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Recommended format: Ultra-detailed with coding

• Each rate card line referenced and detailed
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• Displayed profiles and TJM if required by the market
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• Tags for specific coding (e.g., service codes, lots)
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• Categories aligned with the specifications
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Furious Configuration

• Create a dedicated rate card for public market:

Go to Business > Rate Cards > + Add
• Structure by lots or phases according to the specifications
• Use Tags to add regulatory references
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• Enable complete display:

Disable rate card grouping
• Display quantities, units, subtotals
• Enable display of long descriptions
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• Document each line:

Systematically fill in the “Text description” fields
• Add Tags for reference (e.g., “Lot 1”, “Service Code A3”)
• Indicate required profiles and skills
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• Customize the quote theme:

Create a specific theme for public markets
• Include mandatory legal notices
• Configure the display of regulatory information
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Their expectations

• Clear justification of price-quality ratio
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• Understanding of what they are actually purchasing
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• No technical jargon or unnecessary details
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• Reassurance on delivered value
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Recommended format: Balance between summary and detail

• Clearly identified deliverables with rich descriptions
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• Visible quantities to show effort
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• Hide profiles (to avoid questions like “why does this profile cost X€”)
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• Focus on business benefits
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Furious Configuration

• Use selective grouping:

Enable “Group rate cards” for complex phases
• Leave some lines visible to show work volume
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• Balance displayed information:

Display Quantities (to show effort)
• Hide Profiles (to avoid debates on hourly rates)
• Hide detailed rate card lines but keep subtotals
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• Enrich with business content:

Use “+ Content > Text” to explain the value of each phase
• Add concrete examples or use cases
• Emphasize expected benefits rather than technical composition
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• Play on visual presentation:

Choose a simplified and professional quote theme
• Use categories to create visually separated sections
• Limit the number of visible lines (grouping by phase)
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💡 Tip: For this profile, the “Text description” field on categories is your best ally. Explain why this phase is necessary rather than how it is composed.

• Go to Configuration > Business > Advanced Quote Theme
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• Duplicate your default quote theme
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• Rename it according to the target profile (e.g., “Detailed Corporate Quote,” “Synthetic Startup Quote,” “Public Sector Quote”)
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• Configure display options for each theme:

“Group rate cards” (yes/no)
• Display of quantities, units, subtotals
• Layout and visible sections
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💡 Tip: Start by creating 2 themes: one synthesized (startup/SMB) and one detailed (corporate/public). Then refine according to your needs.

• In each quote theme, define the default settings:

Visible elements (quantities, units, descriptions)
• Display of category subtotals
• Presentation of optional lines
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• Test the render by creating a test quote and viewing the PDF preview
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⚠️ Note: Changes made to a quote theme are not retroactive. They only apply to new quotes created with that theme.

• Document your theme strategy:

Create a mapping table: Client profile → Theme to use
• Share quote examples for each profile
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• Train your sales teams:

Explain why each profile requires a different format
• Show how to choose the right theme when creating the quote
• Provide examples of client feedback based on formats
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• Establish best practices:

Encourage sales to ask the client for their preferred format
• Document field feedback to refine themes
• Share quotes that worked well
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Setup Implemented:

• “Startup” Theme: Simplified Mode, deliverables only, rich descriptions
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• “Corporate” Theme: Standard Mode, complete detail with profiles and man-days
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• “Public Market” Theme: Standard Mode with Tags, complete coding
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Result:

• Creation time halved (automatic choice of the right format)
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• Conversion rate: +15% on Startup profiles (better suited format)
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• 30% reduction in back-and-forth with corporates (sufficient detail from the first send)
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Setup Implemented:

• Single Rate Card loaded in all quotes
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• 2 themes: “Final Client Summary” and “Detailed IT Consultant/Firm”
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Result:

• Guaranteed pricing consistency (single rate card)
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• Quick format adaptation based on the interlocutor
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Setup Implemented:

• Rate Cards by Deliverable (Audit, Strategy, Training, Support)
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• 3 themes by client size
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• Systematic text descriptions to justify value
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Result:

• Fast assembly of customized offers (rate card summary)
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• Automatically adapted format based on chosen theme
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• Value through descriptions (not just man-days)
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⚠️ Note: Access levels may depend on the roles configured in your instance. Check your settings Configuration > Permission Management > Business.

• Quote creation and editing: All users with Business rights
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• Quote theme modification: Generally reserved for administrators
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• Rate card creation: According to configured Business permissions
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⚠️ Note: Before modifying a quote theme used on ongoing quotes, duplicate it to avoid impacting documents already sent to clients.

💡 Tip: If you're unsure which format to choose for a client, start with the synthesized format. It's always easier to send a detailed version upon request than the reverse.

• How to Create Quotes Using Spreadsheet Mode?
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• How to Hide Elements in a Quote?
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• How to Choose Quote Template?
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• How to Create Rate Card Models?
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• How to Create and/or Edit a Quote?
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Adapting the format of your quotes according to your client's profile is not about aesthetics; it's a business strategy. A synthesized format reassures a startup of your speed capability, a detailed format proves to a corporate your rigor and transparency. By configuring multiple quote themes in Furious and training your teams to use them, you maximize your chances of signing while reducing time-consuming back-and-forth. Personalizing your quotes becomes a competitive advantage.