Overheads, contingency and profit: what belongs in your quote
Account for indirect costs, risk and profit internally, avoiding duplicate allocations and prices that cover only materials and labour.
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PreventivOk Blog
Quotation guides and practical advice
Practical guides to create, present and manage professional quotations.
34 articles
How to calculate margin and markup in a quote
Formulas and examples for margin versus markup, pricing from full cost and understanding how discounts reduce planned profit.
Read articleHow often should you revise a quote? Discounts and limits
Handle changes, alternatives and discounts by distinguishing clarification from new work, identifying versions and checking margin.
Read articleTrack sent quotes: accepted, declined and awaiting a reply
Follow sent offers using status, document version, latest contact and next action, without treating silence as rejection.
Read articleQuoting materials and labour separately: a practical example
When to separate supply and labour, avoid double-counting and present an offer with quantities, hours, transport and clear conditions.
Read articleItemised, lump-sum or unit-price quotes? Differences and examples
Detail and pricing method are separate choices. Compare lump-sum and unit-price offers, clarify quantities and define included work.
Read articleClient not replying to your quote? When and how to follow up
Practical messages for following up after a quote, agreeing the next step and closing open offers without repeatedly chasing the client.
Read articleHow to create a quote on your phone, from site visit to sending
Prepare quotes on your phone at a site, shop or client visit: collect facts, check items and quantities, then review the PDF before sending.
Read articleHow much time do quotes take? Seven steps to simplify
Seven steps from request to revision that reduce searching, missing information and copy-paste work while keeping essential quote checks.
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