A Quotation is a Sales Pitch
Don't just send a price. Your quotation is often the final step in the sales process. It should reinforce why you are the best choice.
Structure of a Winning Quote
- Professional Opening: Address the client personally.
- Scope of Work: Clearly define what you will do (and what you won't).
- Timeline: Realistic delivery dates.
- Pricing Breakdown: Transparent costs build trust.
- Terms & Conditions: Validity of quote (e.g., "Valid for 14 days").
- Call to Action: How do they accept? (e.g., "Sign and return" or "Click Accept").
pricing Psychology
- Options: Offer 2-3 packages (Basic, Standard, Enterprise). Clients love choice.
- Value-Based: Focus on the result (e.g., "Increased Sales"), not just the task ("Running Ads").
Converting Quotes to Invoices
Ideally, your seamless workflow should allow you to convert an accepted quote directly into an invoice with one click—saving you data entry time.