Many salespeople send their quote only in the evening or the next day, because writing up notes takes time. With a fixed route you can do it within an hour, even if you are with customers all day.
1. Capture the conversation
Don't note everything during the conversation. Record it (with the customer's knowledge) or capture the key points. Then you can look and listen instead of writing.
2. Pull out wishes, measurements and objections
A good summary has four things: what the customer wants, the hard facts (measurements, quantities, address), the objections and the agreements. Anything that affects an amount, you check once more afterwards.
3. Turn it into quote lines
Use your own products and prices, not an estimate. That way the quote matches what you can actually deliver.
4. Check and adjust
Read the quote as the customer would: is it clear what is in, what is not, and when you start? Adjust and send.
5. Let the customer approve online
A link through which the customer views and signs saves printing, scanning and emailing back. You also see straight away whether the quote was opened.
With Dealnote you do steps 1 to 5 in one app: record, summarise, check the quote and send a customer link.