Marketing & Vertrieb

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Writing a sales quote
Perfekte Angebote erstellen

If you are asked to send a new customer a sales quote, it is an opportunity to establish a good rapport with that person. That means it is important to send the quote directly to a contact name, not just an anonymous postal or e-mail address, or indeed fax number. A sales quote by fax is a valid document but many companies send the hard copy by post for professional reasons.

Be personal

Once you have secured the name, direct or extension number and position of your client, you can start writing the quote. If you are writing a fax, the cover sheet can be a convenient way to personalize your correspondence. This is essential because most clients will ask a few companies to submit a quote and then choose the best one; they might well choose the cheapest but a professional-looking sales quote could sway a prospective customer to plump for your company. This is likely to be the first point of contact with your company for many clients. You have nothing to lose by adding a short, friendly message.

You could also refer to the last contact you had with the customer, briefly point out the structure of the quote and thank him or her for showing an interest in your company. Even on official documents, such as quotes, it is possible to use first names if this is how you have addressed him/her in other exchanges. However, if this is the first contact, remain formal.

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sample sales quote