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6 Tips for getting more quotations approved

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Preparing a quotation is an important part of your business, but actually getting those quotations approved can be a challenge. Many business owners think that preparing the quotation is enough, but following up plays a crucial role as well. In this article, we share six tips for getting more approvals for your quotes.

1. Set a clear due date for your quotation 

An expiration date on your quote creates urgency and encourages your client to decide more quickly. It prevents your offer from being open indefinitely, which increases your chances of getting an approval faster.

2. Follow up on the quote before the due date

A common mistake is sending a reminder after the due date. This can appear unprofessional and damage your credibility. Make sure you remind your client about the quote in a timely manner so they don’t forget to respond.

3. Make your quotation and follow-up personal

A customized quote and personal follow-up can make all the difference. Call the client to ask if they need additional information or clarification. This creates an immediate connection and shows commitment.

4. Re-add the quote to your reminders

Clients can lose or forget documents. By re-attaching the original quote to your reminder, you make it easy for them to respond quickly without searching for previous correspondence.

5. Ask for feedback on your quote 

If a quote is rejected, ask for the reason. This not only helps improve future quotes, but also shows that you are open to improvement and customer-focused.

6. Use a smart online tool for quotes

An efficient way to ensure you get more quotes approved is to use software that streamlines the process. With a software like Go Getter, you can easily create clear, professional quotes, easily follow up on them and have your customers digitally sign them. This allows you to save time and ensure that your customer receives everything clearly and understandably and can easily approve it. 

Clear communication ensures good quotations! 

A well-made quotation can make the difference between winning or losing a potential client. By adding a due date, following up the quotation personally, sending timely reminders and always asking for feedback, you increase the chances of your quotation being approved. In addition, using quotation software like Go Getter’s can help you automate the process, allowing you to be more efficient and not miss out on opportunities. A strategic approach ensures that your quotations stand out and are successfully closed.


Want to know more about creating a good quotation or are you looking for a good partner? Contact us! We would be happy to help you.

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