Structure and mandatory details
Contact details, company number, issue date, validity period, payment terms: an incomplete quote worries the client and protects you from nothing if the job goes wrong.
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Does your quote deserve to be signed? Upload it: our AI scores it out of 100 and lists what to fix, from the most urgent to the least.
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Why your quotes go unanswered
A quote that never gets an answer is almost never a price problem. The client compares three documents, keeps one, and drops the others over details that have nothing to do with the amount: a line they do not understand, a missing deadline, a PDF they cannot read on their phone.
That is what the analysis looks for: whatever gives the client a reason to postpone the decision.
Remember what they are doing at that moment: opening three PDFs the same evening, on a phone, without knowing any of the three trades. They are not comparing the quality of the work, they cannot: they compare what they understand. The clearest quote almost always beats the one that is fifty euros cheaper.
None of these show up when you reread your own quote: you already know what you meant to say.
The faults the tool reports most often
- A lump sum, with no breakdown of what it covers.
- No validity date: the client assumes there is time.
- Payment terms missing, or buried at the bottom of the page.
- A PDF sent as an attachment, with nothing written to frame it.
- No follow-up planned: half of all quotes are signed after a reminder.
- A document that cannot be read on a phone, which is where it is opened.
What a quote needs to get signed
Your document is graded on six criteria, each out of 100. They are the ones that separate a signed quote from one that never gets an answer.
Pricing clarity
Itemised lines, quantities, units, tax, deposit: a single lump sum gives the client only one thing to work on, your discount.
The value it sells
A quote that lists tasks gets compared to the cheapest one. A quote that describes an outcome, a timeline and what the client avoids has nothing to be compared to.
Trust and proof
References, photos of past work, reviews, guarantees, insurance: what reassures someone who does not know you yet and is holding three quotes.
How easy it is to say yes
Does the client know exactly what to do to accept? Online signature, a deposit payable in one click, a reminder scheduled: every manual step adds days.
Presentation
Layout, logo, readability on a phone: most quotes are opened on mobile, and a PDF you have to zoom into gets closed.
What every quote should include
A quote is not just a sales pitch: it is a document that binds you. Whatever your trade, these details should be on it before it leaves your desk.
- 1The issue date and how long the offer stays valid.
- 2Your full details: trading name, address, company registration number and tax number.
- 3The client's name and address, and where the work will be carried out.
- 4A line-by-line breakdown of every service and product, with quantities and unit prices.
- 5Your hourly labour rate and any travel or call-out charges.
- 6The total before and after tax, with the tax rate applied.
- 7Payment terms: deposit, instalments, how and when you expect to be paid.
- 8The start date and the estimated duration of the work.
- 9Whether the quote itself is free or chargeable.
- 10Your professional insurance and the guarantees that come with the work.
Legal requirements differ from one country and one trade to the next, so check what applies to you. The analysis flags the details it cannot find in your document.
2
Your details
3
The client
1
Date and validity
4
Line-by-line detail
5
Labour and travel
6
Totals before and after tax
7
Payment terms
8
Work dates
9
Free or chargeable
10
Insurance and guarantees
How long should a quote stay valid?
No duration is imposed on you: you set how long your offer stands, which is exactly why it has to be written down. In practice, one to three months depending on how stable your supply prices are.
With no deadline on the page, you stay committed to a price your suppliers may already have raised, and the client has no reason to decide this week rather than in two months.
Once the date has passed you are no longer bound: you can reissue the same quote at an updated price, with no negotiation and no apology. It is also the best reason to follow up there is, because it comes from the document rather than from you.
How to follow up on a quote with no answer
Following up is not pestering. The client received your quote between two appointments, set it aside, and is often waiting for a reason to come back to it.
What helps most is knowing whether they opened it. A quote read three times and left unanswered does not call for the same message as one never opened: the first is stuck on a specific point, the second got lost in an inbox.
A useful reminder is three lines long: restate the need in the client's own words, offer to go back over one specific line of the quote, give a date. Avoid "did you get my quote?", which only invites a yes, and "are you not interested?", which hands them a way out.
The calendar of a quote that gets signed
D0
Sent
The quote goes out with a message that sums it up in three lines.
D+3
First reminder
The need is still fresh, and you are rushing nobody.
D+10
Second reminder
About one specific line of the quote, not the whole document.
D+30
Expiry
The date you printed. After it, you reissue at today's price.
How to analyse your quote in 3 steps
1
1. You upload your quote
A PDF: the one you actually send to your clients.
2
2. The AI reads all of it
Structure, pricing, proof, call to action: it scores six criteria.
3
3. You fix it by priority
An ordered list, from the flaw costing you signatures down to the cosmetic detail.