Quoting clients should be simple, right?

Yet, many businesses struggle to send quotations promptly, often losing valuable opportunities.

The top three reasons are:  

Analysing data-driven processes with a focus on efficiency, depicted through interconnected icons and graphics symbolizing different elements of workflow optimization.

1. Lack of a Streamlined Process

Ever find yourself scrambling to create quotes from scratch? Without templates or automation, quoting becomes tedious.

2. Unclear Pricing or Scope

A hesitant quote can lead to lost business. If pricing or project scope isn’t clear, sending quotations becomes a guessing game. Businesses often delay quotations because they need more information or fear underpricing or overpricing their services.  

3. Overwhelmed by Other Tasks

With so much to juggle, quotations often slide to the bottom of the to-do list.

Top tips to speed up the process

Streamlining your quotation process can save time, improve client relationships, and increase your chances of winning business. Here are some effective ways to make it more efficient:  

1. Use Quotation Templates  

A well-designed template saves hours and keeps quotes professional. Create one today and stop reinventing the wheel.

2. Automate with Quoting Software  

Tools like HubSpot and QuickBooks make quoting effortless. Set up automation now to reduce manual effort. These tools allow you to store pricing details, create professional quotes, and track responses.  

3. Standardise Pricing & Packages  

Know the services you provide inside and out.  If possible, create fixed pricing models or service packages. This minimises the need for custom quotes and speeds up the decision-making process.

4. Set Clear Internal Deadlines  

Make it a rule: no quote goes unsent within 24–48 hours. Faster response times mean higher chances of winning work  

5. Use E-Signature & Online Approval Tools  

Platforms like DocuSign allow clients to approve quotes instantly, reducing back-and-forth emails and speeding up the process.  

6. Track & Follow Up Efficiently  

Many deals are lost simply because businesses fail to check in after sending a quote.  Use a CRM system to track sent quotations and set automated follow-ups. If you don’t win a job, ask for feedback to help understand why you didn’t win it this time – this will help improve your approach for the next quotation.

If you need help with your quotation process or any of your business processes, we are here to help you.  Get in touch for a free 20-minute initial conversation to explore how we can help.