Quotes that turn into sales

A good quote closes the sale; a slow or confusing one hands it to the competition. Five ideas to get yours accepted.

AloManagerPublished Oct 16, 2026 · 2 min read

When a customer asks for a quote they have already decided to buy. What they are deciding now is who from. Speed and clarity matter as much as price.

Five ideas

  1. Send it the same day. A quote that arrives three days later arrives late.
  2. One line per thing. Product, labour and shipping apart: the customer understands what they pay for.
  3. With an expiry date. Fifteen or thirty days. It adds urgency without pressure and protects you from price changes.
  4. With clear taxes. Say whether the price includes them. No surprise at the end.
  5. Make accepting easy. If accepting turns it into an order without retyping anything, you save time and avoid mistakes.
The quotes setting in the Admin
Whether a sale can start as a quote and for how many days it is valid.

Follow up

A short message three days later ("did you get a chance to look at it? can I help with anything?") wins back many quotes that would have been lost to forgetfulness, not to price.

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