Quotations That Do Not Die in a Word File
A quotation is built from the catalogue, not typed again into Word. It goes out the same evening it was asked for, and it stays on a list until the family decides.
They took the quote home to ask their son
Most furniture is bought twice: once on the floor, and again at home over dinner. The couple leave with a printed quote and a promise to ring back, and nobody rings. Three weeks later the file is still on somebody’s desktop. The sofa has been bought down the road.
What goes on the quotation
Lines pulled from the catalogue
Model, size, fabric code and finish come off the catalogue with the price attached. Nobody retypes a model number at the end of a long day.
Discount inside a limit
A salesperson may give up to what you allow. Anything past that waits for the manager, and the approval stays on the quote.
Delivery and fitting charges
Carriage, lift charges and fitting sit on their own lines. The customer reads what they are paying for, instead of arguing about it at the door.
Sent from the same screen
The quote leaves as a PDF on WhatsApp or email. Which quote went to which number is saved against the enquiry.
Revisions, not replacements
She wants the same sofa in a lighter fabric. The quote is revised and the earlier version stays on the record.
The list nobody used to keep
Open quotes sit together with the date they went out, their value and the salesperson who made them. Each carries a follow-up date.
- Quotes sent this week, and which are still open
- Quotes won against quotes lost, by salesperson
- The reason a quote was lost, when the customer says
- An accepted quote that becomes an order without a line being retyped
Frequently asked questions
Can a quotation become an order?
Yes. The accepted quote carries its lines, fabric codes and finishes into the order, and the advance is recorded against it. Nothing is typed a second time.
Can we send the quote on WhatsApp?
Yes, as a PDF to the customer’s number from the quotation screen. It goes out through WhatsApp on your own phone or browser, so the customer sees the number they already know.
Will it tell us why a customer did not buy?
Only what your salesperson types in. The reason is a habit your team has to build, and even so a quote closed as lost with no reason beats a quote nobody ever closed.
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