How to Streamline Your Quoting Process and Save Hours Every Week
If you’re still creating quotes from scratch each time, you’re spending hours on work that could take minutes. Here’s how to streamline your process.
The Problem with Manual Quoting
Most businesses fall into a familiar trap:
- Open a Word document or spreadsheet
- Copy pricing from another document
- Manually calculate totals
- Format everything to look decent
- Export to PDF
- Hope you didn’t make any mistakes
This process is slow, error-prone, and tedious. There’s a better way.
Build a Product Catalog
The biggest time-saver is having your products and services pre-defined with accurate pricing. When you need to create a quote:
- Search for the item you need
- Add it to the quote
- Adjust quantities
- Done
No more hunting through old quotes or price lists.
Use Templates for Common Scenarios
If you frequently quote similar work, create templates. A good template includes:
- Standard terms and conditions
- Common line items pre-populated
- Professional formatting already applied
Start from a template, customize for the customer, and you’re done in a fraction of the time.
Automate Calculations
Let software handle the math:
- Line item totals
- Discounts and markups
- Tax calculations
- Grand totals
Fewer manual calculations means fewer errors and faster turnaround.
Track Everything in One Place
When a customer calls asking about their quote, you should be able to find it in seconds. A centralized system lets you:
- Search by customer name
- Filter by date or status
- See the complete history
No more digging through email or file folders.
Want to see these strategies in action? Start your free trial and experience a faster quoting workflow.