Quotation Management Best Practices

Effective quotation management improves your sales process:

  • Respond quickly: Create and send quotations promptly to show professionalism
  • Be clear and detailed: Include all relevant product information, quantities, and terms
  • Use notes effectively: Add notes to quotations to provide context or special instructions
  • Follow up: Check quotation status regularly and follow up with customers on pending quotations
  • Convert promptly: When a quotation is accepted, convert it to an order quickly to maintain momentum