Quoting Best Practices
Get more from Quotejam: tips for professional quotes that win business.
Creating a quote is easy. Creating a quote that wins the deal takes a bit more thought. This guide covers how to use Quotejam’s features to present your best offer.
Speed Wins Deals
In B2B product sales, the first quote often wins. Customers have momentum when they request a quote — capitalize on it.
Quotejam helps here: with your catalog pre-built, quotes take minutes instead of hours. Select products, adjust quantities, and send.
Professional Presentation
Your Quote Is Your First Impression
Many customers judge your company by your quote before they meet you. A professional quote says “we’re organized, we pay attention to detail, and we’re serious about this business.”
Use Quotejam’s Branding (Pro)
- Logo — Upload a high-resolution version
- Colors — Match your brand identity
- Font — Choose from several professional typefaces
- Themes — Start with a pre-configured theme and customize from there
Clarity Over Cleverness
Your quote should be scannable. Customers should quickly find:
- What they’re getting (products, specifications)
- How much it costs (clear line items)
- What happens next (payment terms, validity)
If your customer doesn’t know what “XYZ-200-A” means, add a description. Use equipment tags to connect items to their engineering drawings.
Make the Most of Product Data
Include Specifications
Adding technical specs to your quotes makes them more informative and harder for competitors to undercut on a like-for-like basis. Set up spec templates for your product categories so specs are automatically included.
Bundle with Product Sets
Kits and bundles feel like better value than individual parts lists. Create product sets for combinations you frequently quote — split systems, starter kits, standard configurations. Add the whole set in one click.
Customer Portal
Every sent quote gets a unique shareable link. Use the portal link instead of just attaching a PDF:
- Customers can view the quote on any device
- They can acknowledge receipt, so you know they’ve seen it
- They can leave comments with questions or requests
- No login required
Organize with Projects
For larger opportunities, link all quotes to a project:
- See what your team has already quoted
- Avoid duplicating effort
- Track which quotes have been sent and their status
- Coordinate pricing with your team
Tips Checklist
- Respond to quote requests quickly — your catalog makes this easy
- Use professional branding on all quotes
- Include product specs, not just model numbers
- Use portal links so customers can interact with quotes
- Link quotes to projects for team visibility
- Use equipment tags to connect items to drawings
- Set appropriate expiry dates to keep quotes current
See also: Your First Week with Quotejam for getting started, and Team Collaboration Workflows for coordinating quotes across your team.