These are the ones you’ve judged to have high chances of eventually becoming your customers, so you should always try to send out quotes to these leads only. In sales speak, these leads are called qualified leads. You need to really get to know your prospect’s needs first so you can confirm that you can fulfill them. See, not every lead actually deserves a quote. You don’t have to send out quotes to every single person who asks for one. Remember when I recommended acknowledging requests for quotes as soon as you get them?Īcknowledging here simply means confirming the request. Unwelcome surprises like this can spell the end for any repeat business that you may have hoped for. It blindsides me and messes up my budget. Price perception can be as important as the price itself, so some businesses want their prices to at least appear lower than their competitors’.īut as a consumer, I hate receiving quotes that don’t include sales tax. In areas where including a sales tax in the quoted price isn’t required by law, some businesses would probably prefer not to include them to make the price seem lower than it is.Īs an entrepreneur, I understand the logic behind it. Now, this can be a point of contention between different businesses. One the flipside, you should also try to make sure to include details about any additional taxes that may affect the price. Fixed Price – set the price to a specific amount, e.g.Percent Off – slash the price by a specific percentage, e.g.Amount Off – slash the price by a specific amount, e.g.You can choose between three types of discounts: You can add info on these offers right in the quote itself with a little HTML knowledge.Īs I mentioned before, WORKetc lets you apply discounts to sales quotes exactly like how you would on an invoice. This is especially true for any time-sensitive offers you might want to put on the table. If you have a discount offer that you think will help you close the sale, for example, add it in. That said, sales quotes are still marketing tools, so don’t forget to use them like one. When it comes to a quote, the price is most important to a customer so it should always be front and center.īy the way, whether or not you take that literally is up to you WORKetc’s quotes can be customized so that the price is literally in the middle of the page in big, bold font. Be Clearĭon’t clog up your message with meaningless jibber jabber. If the one asking for a quote is already one of your clients, you can even let me view the quote on the WORKetc customer portal. With WORKetc’s highly customizable HTML quote templates, you can whip out a custom-made, beautifully designed quote quickly and send it to whoever asked for it.Īnd once you lock that lead in, you can turn that quote into a project and then an invoice with just a few clicks. Need multiple quantities of the same product or service? The pricing matrix can automatically adjust the total price based on quantity.Īny taxes or discounts you apply to the quote will also automatically adjust the quoted price. You can then start adding in whatever products and services your lead needs from your WORKetc product catalog. Simply click on the Create New dropdown menu-which is on almost every single page in WORKetc-and click “Quote”. Better still if you’re able to produce one on the spot while you’re meeting with them.ĭoing this is incredibly easy in WORKetc. Xero recommends sending out that first quote within 24 hours after your prospective customer asks for it. You should acknowledge requests for quotes and proposals as soon as you get them.
There are tons of research online that make the same point again and again: you have make first contact with a sales lead quickly.Ĭalling a lead just 30 minutes after it comes in is said to make it a hundred times harder to make contact, according to Business2Community. Here are three tips on how you can use WORKetc’s sales and quotes module to help ensure you get that “yes” in the end. If you want to get a “yes”, you better be ready to put in even more effort. Now, putting your best foot forward on that first date is just the start. If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing.
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