Expert tips: 5 common quote mistakes and how to fix them

A quote is more than just a price list; it's your business card to potential clients. A well-crafted quote can make the difference between a successful deal and a missed opportunity. To prevent your quotes from ending up in the trash, we've listed the five most common mistakes.

Insufficient knowledge of the customer

A quote is custom-made. It is essential to understand your customer's specific needs and desires. Ask targeted questions and listen carefully to the answers. By getting a good picture of the customer's situation, you can create a quote that perfectly meets their requirements.

What you can do:

• Conduct a comprehensive conversation: Ask open-ended questions to get the customer talking.
• Do your research: Delve into the industry and the specific challenges the customer is facing.
• Personalize your quote: Refer to specific elements of the conversation to show that you truly understand the customer.

Incomplete information

An incomplete quote leads to confusion and frustration for the customer. Make sure all relevant information is included, such as a clear description of the products or services, the total price including any additional costs, delivery terms, payment terms, and warranty provisions.

What you can do:

• Create a checklist: Use a checklist to ensure nothing is forgotten.
• Be specific: Use concrete terms and avoid vague descriptions.
• Have the quote reviewed: Ask a colleague or an experienced colleague to review the quote.

Too much jargon

Not everyone is familiar with the technical terms you use daily. Try to formulate your quote as clearly and simply as possible. Use plain language and avoid complex sentences.

What you can do:

• Use a glossary: Create a list of technical terms and their meaning in understandable language.
• Explain concepts: Explain difficult concepts in simple language.
• Use examples: Illustrate technical aspects with examples that are understandable to everyone.

Calculation errors

Calculation errors are a quick way to ruin a professional impression. Carefully check all amounts and use a calculator if necessary.

What you can do:

• Work with a spreadsheet: Use a spreadsheet to make all calculations clear.
• Have the calculations checked: Ask a colleague to check the calculations.
• Round off in a logical way: Round off amounts in a way that looks professional.

A boring layout

The layout of your quote is just as important as the content. A professional and attractive layout makes a good first impression.

What you can do:

• Use a professional template: Choose a template that suits your company and the industry in which you operate.
• Ensure a good layout: Use plenty of white space, clear headings, and a consistent font.
• Add visual elements: Use images and graphs to make your quote more attractive.

By avoiding these five mistakes, you increase the chances of your quotes being accepted. Remember that a quote is not just a document, but an opportunity to build a lasting relationship with your customer.

Make your quotes stand out with Innoverte

Want to make sure you have included everything in your quote and are making the best use of these tips? At Innoverte, we understand the critical role a good quote plays in the success of your business. Our quoting system helps you effortlessly create professional and personalized quotes that impress your clients.

Discover how Innoverte can improve your quotes.