Here at Billit, we regularly get asked about the best way to create good, client-focused quotes. In fact, powerful quotes can make the difference between winning or losing a contract after a promising client meeting. So how do you ensure that your quotes surpass those of the competition? Here are six helpful tips to get you off to a good start when creating quotes.
3 min
Before preparing a quote, it is essential to have a clear understanding of the assignment and the requirements of your (potential) client. If anything is still unclear,be sure to get in touch with your prospective client about this. This shows that you are taking the enquiry seriously.
For example, ask when the client wants the work done and whether price is a critical factor. Also make sure you check that you contact the actual decision-maker who will finally approve your quote.
As opposed to invoices, you do not have to consider legal requirements when creating quotes. Still, it is essential that your quotes are complete and clear.
You should definitely include the following elements:
Also make sure you include your general terms and conditions of sale.
Flawless quotes convey professionalism. In contrast, language and spelling errors may give your (future) client a bad first impression. The reasoning here is that if your spelling is sloppy, you might also deliver sloppy work. So, let someone with a keen eye for language check your quotes, or use Chat GPT if necessary.
Whenever possible, adapt your language style to the type of client: a bank or insurance company requires a formal tone, whereas it is acceptable to use more informal language for a marketing agency or plumber.
A professional quote should have a personalised message (e.g. an accompanying email) adapted to your client’s situation. This shows that you are taking your time with the enquiry and provides an opportunity to confirm agreements in writing and further emphasise the advantages of your company. That could help you win over hesitant clients.
As soon as a client receives your quote, they will want to know what the purchase of a product or service will cost in total and what the return on this investment will be. If you, as a supplier, can quantify the pay-back period and ROI at this stage, it would be smart to mention this in your quote.
That way, you show that you can properly estimate the cost and revenue of your product or service, and you save your client additional calculations. It might just be the final push your client needs to sign your quote.
Did you know that Billit lets you easily and quickly create quotes that your clients can sign digitally? In just a few clicks, you can add the required details to your quote and send the document digitally to your client. Or you can present the quote on your tablet and have them sign it straight away.
Once your quote has been approved, you can easily convert it to a digital invoice or order form. It could not be simpler!
Read our help page: Creating and sending quotes with Billit
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