A well-written quote can be the difference between winning a job and losing it to a competitor. Here's how to create quotes that impress customers and help you close more work.
Be Professional
First impressions matter. A scrappy quote on a scrap of paper doesn't inspire confidence. Use a proper template with your business name, logo, and contact details. It shows you're a professional operation.
Be Specific
Break down the work into clear line items. Instead of "Kitchen renovation - £5,000", list out:
- Remove existing units and dispose
- Supply and fit new kitchen units
- Plumbing for sink and dishwasher
- Electrical work for new appliances
This shows customers exactly what they're paying for and reduces questions later.
Include All the Details
A complete quote should include:
- Customer name and address
- Date and quote number
- Detailed description of work
- Materials (if included)
- Labour costs
- VAT (if applicable)
- Total price
- Validity period (e.g., "Valid for 30 days")
- Payment terms
Price It Right
Don't undersell yourself, but be competitive. Know your costs, factor in your time, and add a reasonable margin. If you're consistently losing quotes, you might be pricing too high. If every quote gets accepted instantly, you might be too cheap.
Follow Up
Don't just send a quote and hope for the best. Follow up after a few days if you haven't heard back. A quick call or message shows you're keen and professional. Many jobs are won simply because one tradesperson followed up and another didn't.
Make It Easy to Accept
The easier you make it to say yes, the more quotes you'll convert. Include a clear call to action – "Reply to this email to confirm" or better yet, use a digital quote system that lets customers accept with one click.