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
