Professional Quotes 101: How To Structure A Professional Quote?

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Home » Quotes & Estimates » Professional Quotes 101: How To Structure A Professional Quote?

Creating and sending professional quotes is simple in theory, but it is the exact opposite in reality. Businesses think long and hard before they send out quotes to their customers. You probably think of why that is. Well, because the quality of the quote has the power to make or break the business’s prospects. Verily, it isn’t just about adding the price and hitting a button.

All clients are unique, and an effective quote should speak to the specific needs of each. If it falls short on this metric and is too generic, it goes without saying that it will have lost potentially profitable leads. Therefore, building a quote the right way is imperative, but not many people achieve that. To avoid any roadblocks, business personnel must make the necessary adjustments and make sure they have created enough to retain new customers.

At Osmos, we believe that a winning a sales quote reflects a business’s core competencies. You can look forward to seamless quote automation and omnichannel cloud integrations with zero hidden costs! Our experts ensure that as long your quote has the following, it will help convert customers.

  1. Choose the right template

All professional companies use a standard template; this helps build brand image and integrity. In order to find the right fit, you should take your time selecting and/or customizing your quote template. Keep in mind; it should be structured to show all necessary information in an easily understandable way.

Your customers are busy people, and if they find your quote unorganized, they won’t exert the additional effort trying to understand it. For that matter, there are various free ready-to-use quotation templates online, but if you want to go for something more versatile, pay for personalization! You won’t regret it.

  1. Cover page

Remember, first impressions matter, and a cover page is the first thing your client will see. This is why it must be worthy enough to capture your client’s interest beyond the process’s end. A winning cover page should include all the relevant details, such as client information, a brief introduction, and your business’s contact information.

  1. Clients

Adding something about existing clients is a great way to attract new ones. This builds credibility and shows a customer that others like him/her are choosing to place their trust in your brand. Needless to say, numerous companies have successfully attained new customers with this practice alone. It is tried and tested on all grounds and should not be skipped.

  1. Quote

This is the real deal – the part that talks about the pricing and other relevant details. Thus, make sure to be succinct, accurate, and authentic. Leave the heavy lifting to your accounting or quotation software as it will add the quote number, date of issue, and any other information related to limited offers (if applicable).

  1. Team

An impersonal approach to quotes never works. If you want an individual to invest their hard-earned money in your product or service, they need to know why. And what better way to communicate that than through a piece about your capable team?

  1. Products

To take it up a notch, carefully describe your products and/or services. Add quantities, item numbers, promotional information, and more. As a pro tip, you should categorize the costs of your products to allow for better understanding. Also, mention the elements your business usually doesn’t charge for; this can be anything, for instance, a complimentary service. By doing so, you’re showing the customer what you have to offer in complete detail, thus, increasing their chances of coming back for more.

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