1. Send quotes quickly
The first professional quote to arrive often wins. Aim to send within 24 hours.
2. Be specific
Vague descriptions lose jobs. Specific line items build trust.
3. Include a validity date
Creates urgency. Without one, clients sit on quotes indefinitely.
4. Follow up
At least 40% of accepted quotes require a follow-up. Send one 3-5 days after sending.
5. Make it easy to accept
Tell the client exactly what to do: "Simply reply to confirm acceptance."
6. Include clear terms
Payment terms, warranty, exclusions — clients feel safer accepting a complete quote.
7. Look professional
A clean PDF with your business details and a quote number projects professionalism.