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Common Quote Mistakes That Lose Deals (and How to Fix Them)
6 min read
Many quotes lose not because of price—but because of uncertainty. Here are the mistakes that reduce conversion and how to fix them quickly.
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Sending Quotes Too Slowly
Speed wins. Aim for 24–48 hours. If you can send on-site, you beat most competitors.
Vague Scope and Missing Exclusions
If clients don't understand what's included, they either ask for more info (delay) or choose someone else. Add exclusions explicitly.
Confusing Pricing
Use itemization: labor + materials. Show VAT/tax clearly. Avoid hidden costs. If pricing is complex, summarize with options.
No Terms and No Validity
Add a validity period (14–30 days) and payment terms. This protects you when prices change and reduces disputes.
No Follow-Up
Most clients need a reminder. Set a follow-up schedule and use templates. Be helpful, not pushy.
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How to Convert a Quote to an Invoice
Getting the quote is just the start. This guide covers the full journey from accepted quote to final payment — including deposits, progress billing, and chasing late payers.
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How to Price Your Work as a Tradesperson
Pricing too low kills your business. Pricing too high loses work. This guide helps you find the sweet spot — covering your costs, making profit, and staying competitive.
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