From price list to personalised quote
Adapt quantities, discounts, options and services to a client while distinguishing reference prices, offers and linked-catalogue behaviour.
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PreventivOk Blog
Quotation guides and practical advice
Practical guides to create, present and manage professional quotations.
34 articles
B2B quotes: what to include for products and services
Structure company offers with the right recipient, configuration, quantities, services, delivery and clearly explained commercial conditions.
Read articleProduct catalogues and quotes: stop rewriting descriptions and prices
Prepare reusable product and service items, checking descriptions, prices and conditions before using them in another offer.
Read articleRetail quotes: products, services and discounts
Build tailored retail offers with products, accessories and services, distinguishing list price, discount and sales conditions.
Read articleHow to quote products with installation
Quote products, accessories, delivery, installation, configuration and training clearly, distinguishing included services from optional extras.
Read articleFrom WhatsApp messages to a professional quote
Turn chats and voice-note requests into confirmed facts, open questions and readable quote items, without losing the latest decisions.
Read articleHow to compare two quotes beyond the total price
Compare quantities, materials, services, exclusions and timing, and request useful clarification before selecting an offer.
Read articleCommunal cleaning quotes: frequency, hours, materials and extras
Describe areas, activities and frequency, estimate workload and distinguish routine fees from extra services in a communal cleaning offer.
Read articleBuilding work quotes: quantities, unit prices and totals
A numerical construction example for checking units, quantities and totals, separating measured work, one-off services and exclusions.
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