Most of the time spent on a quote goes into copying prices, formatting and chasing the customer afterwards. Remove those three and quotes go out sooner and with fewer mistakes.
Where the manual work hides
- Copying prices by hand from a price list, a supplier email or last month's quote.
- Formatting each quote in a document or spreadsheet.
- Sending and tracking it by email, then losing sight of whether the customer opened or accepted it.
- Re-entering the accepted quote as an order, and again for supplier bookings and payment.
Five ways to cut it down
- Keep one price list that everyone quotes from, kept up to date in one place.
- Build quotes from line items instead of a blank page.
- Send a link, not an attachment, so the customer always sees the latest version.
- Keep the quote on the customer's record so anyone can see what was offered and when.
- Keep the order, suppliers and payment together once the quote is accepted.
What to measure
Track the time from enquiry to quote sent, and the share of quotes followed up within your agreed window. Measure both for a month before you change anything, so you can see the difference afterwards.
How CRM OS does this
In CRM OS you build a quote from your own price list and send the customer a link. Orders, suppliers and payment status for each job are kept on the same file, with online payment through supported gateways.
See how CRM OS takes a quote from enquiry to payment in one place. Explore CRM OS