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TipsPublished on 20 March 20245 min read

⚠️5 Mistakes That Cost You Clients on Your Quotes

quote mistakeslosing clientsprofessional quotemandatory fieldsfollow-uptradesperson

Too slow, too vague, poor layout... These 5 classic mistakes are costly. Identify and fix them today.

Why Are Your Quotes Not Converting?

A poorly designed quote fails to convince, even if your service is excellent. Here are the 5 most common mistakes seen among tradespeople and freelancers, and how to avoid them.

The 5 Mistakes to Fix Immediately

Scorecard · impact on conversion

1Too slow to send (>24 h)Critical
2Content too vague or too longHigh
3Missing legal fields (reg. no…)Critical
4Unprofessional layoutModerate
5No follow-up after sendingHigh

60% of signed quotes are won after at least one follow-up

  • Too slow to send. The ideal turnaround is under 24 hours. After that, your prospect has often already contacted a competitor.
  • Too vague or too detailed. An effective quote has between 5 and 12 lines. Too short lacks credibility; too long overwhelms the client.
  • Missing mandatory fields. Company registration number, full address, quote number, payment terms: missing these hurts your image and may be unlawful.
  • Unprofessional layout. A poorly formatted PDF with inconsistent fonts signals a lack of rigour.
  • No follow-up. 60% of accepted quotes are won after a follow-up. Never leave your work without a chase.

"A quote is your first commercial impression. If the document looks rough, the client imagines your work will be too."

How Devis IA Avoids These Mistakes by Default

Devis IA automatically generates a sequential number, includes all mandatory legal fields, produces a professional PDF in your brand colours and sends an automatic follow-up if the client has not responded within 48 hours.


Fixing these mistakes requires no extra effort — just the right tools at the right time.

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