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Mastering Sales Quotes: Best Practices and Strategies with Quotation Software

Sakshi Bansal
Sakshi Bansal
19 March 2025 - 5 min read

Making the right quote requires a combination of experience, information, and just the right amount of profit margins. Putting forward a good quotation will make a customer. On the other hand, incomplete/ overpriced/ unsatisfactory quotations will result in rejection and a disappointed customer. Getting the right quote in one attempt goes a long way in building a company’s trust with clients. But the question remains, How to Master Sales Quotes?

Mastering Sales Quote

There is not one definite way of mastering a perfect sales quote. However, there are several big and small steps that can help make a quote that is tough to refute. Some of the best practices are mentioned below.

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Maintaining Uniformity

Having a quotation template that is in sync with the company theme. Ensuring that the template is the same for all the customers. The quotation must have a set format and this format must be followed for all the clients.

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Detailed Quotation

The quotation should be detailed. There should be no scope for confusion for the client. The quotation should have an in-depth breakup of payment and delivery details. It should specify the terms and conditions explicitly. The minutest of details must be clarified. Not just for the client, but also because this document can be used in a court of law if the need be.

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Keep Checks

With the help of quotation management software like QuoteMan, as a company you can track your client’s progress of the quote. As a client, you get to get updates about the production and progress. Since this software can be accessed from the ease of your phone, you don’t need to procrastinate. You will always be on your A-game.

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Understand Information

You shall have a bank of information about clients. This would be beneficial for not only creating a quote for first-time customers but also will be helpful in retaining existing customers. Sometimes getting old customers bank even. Using the preexisting data, making a quote as per customer’s purchase history is easy and efficient.

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Set Reminders

Set reminders for specific stages. For different stages, reminders need to be set. For the client's reminders for payment. For the company different reminders at different stages of manufacturing. These reminders will help in prompt actions at all stages.

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In-app Approval

Different approvals need to be authenticated at various stages of manufacturing. Waiting for approval can result in a loss of time. But if the quotation software is used well, then with the help of the in-app approval feature, you need not wait. The approvals can happen swiftly.

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Centralized and Accessible Quotation

Having a feature that helps in storing all the information centrally is great. It helps in easy access for later use. Management also becomes much easier with all the data saved in one place.

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Automation

With the feature of automation, the efficiency of the quotation-making process increases many folds. With QuoteMan, repetitive tasks are streamlined. This boosts the efficiency of the team and reduces unnecessary workload instantly.

Conclusion

If a company uses these features, then the process of quotation-making becomes efficient and accurate. These practices are a must for any company looking to grow

If you think about it, a Quotation Management System is not a luxury, but a necessity, and in the long run, it’s more economical and beneficial to have it on board.

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