Increase sales thanks to better, customer-oriented quotes

20 November 2025

When we talk about more sales, everyone thinks of more sales, more marketing, more advertising costs. But what if we told you that you are overlooking something important? Your quotes.

Yet that is precisely where we see things go wrong in many companies: lengthy documents, unclear pricing, jargon that no one understands, and above all: a total lack of structure, causing a customer to lose their bearings long after just three scrolls or reading five pages.

Do you want to sell more with the same effort? Then your quote is often the first place to look.
In this blog, we share the Customerry vision on quotes that are clear, customer-friendly, and customer-oriented. Because selling more can be easier than you think.

Why a clear quote is important

1. Customers don't read quotes, they scan them.

In the second episode of Koning Klant, I explain : everyone scrolls down first to see the total price. Only when that amount feels right do they go back up to read exactly what is included. If that amount is beyond expectations and/or the customer has to search for "what is this actually going to cost?", then there is a good chance that your quote is no longer being read thoroughly.

2. Your customer doesn't want a DIY kit

If a client has to puzzle over what you offer, what is included, or where certain costs come from, they will disengage. Not because they don't want to, but because they lack the mental bandwidth to plough through 87 pages of text. Or because they don't understand which costs belong to which part of the process. Never underestimate that the threshold for asking for clarification is high, and that clients know much less about "the industry" than you think.

3. Your quote reinforces your first impression & inspires confidence (or not)

Imagine this: you’ve had a pleasant meeting with a prospect and agree on a time for them to receive your quote. Next, you send the quote from noreply@... 'because that’s how our system works'. In the worst-case scenario, your quote ends up in the spam folder. In the best-case scenario, the prospect actually receives it and thinks, 'how impersonal can it get?' In both cases = trust gone, good first impression gone. Do you want to sell more? Then consider how you come across throughout your entire customer journey, not just what you say during the first meeting.

Sell more with Customerry

Five principles for building quotes that sell more

1. Show who the customer is buying from

Stating the obvious? And yet, every month I still see quotes pass by that contain no explanation about who the company is, what values they uphold, or why I should choose them.

Make sure to also show your quote:

  • who you are

  • what your company does

  • who the point of contact is

  • the customer can count on

Never forget: people buy from people, even in the B2B sector.

2. Make your offer extremely clear

Make your quote structure so clear that the customer quickly sees the total amount and then automatically understands the content. Is your service simple? Keep your quote short. Is your product complex? Provide structure, visualizations, and clear phasing.

Does all information have to be included in a quotation? Or can you add technical data sheets / procedures / step-by-step plans / ... as an attachment to an external document? There is a significant difference between what is legally desirable and what is actually understandable to your client. People can only process so much information at a time.

In any case: make it understandable at your customer's level. Clarity builds trust, and trust helps you sell more without pushing harder. In plain language? Clear quotes sell more.

More conversion through better quotes

3. Always discuss your quote with the customer.

Even clients who have been working with you for years sometimes still need an explanation about:

  • new prices

  • extra work

  • changed context

A quotation is not an administrative formality but a crucial point in your sales process. Take the time to go through the quotation with your prospective customer and explain things multiple times if necessary. Also, ask yourself from time to time: "Would I sign this if I found it like this in my mailbox as a customer?"

Example: when we were recently looking for a partner to insulate our basement, I immediately received a quote for tens of thousands of euros after filling out a contact form. To this day, I have not spoken to anyone from the company, but they have already sent me 3 automated emails asking why I am not confirming my quote...


4. Write terms and conditions in plain language

You are allowed to legally close your terms and conditions, absolutely.
However, customers also need to understand exactly what conditions are being set. An additional framework in plain language makes a world of difference and lowers the barrier to trusting your company.


5. Make clear agreements about what customers can and cannot expect.

The many interim questions from the customer often cause frustration during a sales process:

  • Can you just adjust that?

  • Can you still add that option?

  • Can you also calculate what variant A/B/C to X would cost?

If you have never stated where the limit lies, the customer will assume they can keep asking. Therefore, choose a quotation model that suits your product, approach, and company. Do you handle high volumes? Then you probably don't want to recalculate everything 20 times. Is service and customization your strong suit, and do you prioritize clarity and perfection for the customer? Then you will need to clearly indicate exactly how far your quotation phase ends.

Selling more isn't always a matter of "always doing what the customer asks," but primarily of being very clear about what you want to offer yourself. Anything is okay, as long as both your team and your customer know what to adhere to.


Customer-oriented debt collection via Customerry Finally: Want to sell more? Pay attention to the details too.

At Customerry, we often preach the 80/20 principle. So you will rarely hear us proclaim that perfection is the norm. But a quote full of typos or with a sloppy layout? That really does unconsciously create less trust.

Tools exist, colleagues exist, and resources exist. So use them.
Your quotation is a business card, not a rough draft. Meticulousness projects professionalism, but as far as we are concerned, it is also primarily a matter of respect for your client and pride in your company.


25 February 2026

Expectation management. Admittedly, it doesn't exactly sound... sexy. And yet, it is often our secret weapon when optimizing or improving the overall customer experience. After all, most frustrations don't arise from truly bad service, but from a customer receiving something different than they expected. Discover in this article how you can get started with this.

10 January 2026

Why ‘good enough’ is detrimental to your customer experience

How often do you think, "I expected more?" when you buy something or have an experience somewhere? That subtle difference between not being dissatisfied but not truly content hurts more than you think. After all, the step from good enough to bad isn't that big, as it turns out. Discover the pitfalls of a good-enough mentality in your company in this article.

5 October 2025

How can you collect outstanding invoices in a customer-oriented way without damaging relationships?

The economy is stagnating, so there is a chance that you will increasingly have to deal with unpaid invoices. You want to chase your money, but how do you actually go about this without completely destroying your relationship with your customers?

1 September 2025

Customer-centric communication with AI: a good idea or not?

There is no getting around it: AI is here to stay and is getting better and more powerful by the day. But can AI also take over your customer service? In other words: can you communicate in a customer-centric way using AI?

27 August 2025

Turning inspiration regarding customer experience into concrete actions? Here's how to tackle it!

You read a book, you hear a powerful speaker, you see a LinkedIn post, and you think: Yes! This is what we need to do for our clients too! There is plenty of inspiration to be found regarding customer experience, but how do you ensure that concrete actions actually follow? We are happy to help you on your way!

3 March 2025

Travel update, a story about ungrateful customers and 5x customer experience inspiration from Italy.

In 2025, Customerry travels through Italy in search of la dolce vita & inspiration regarding customer experience and customer-centric working. These blogs are part travel diary, part inspiration, part tidings of the moment.

30 October 2024

Educating customers, easier said than done, or is it?

Does educating customers make sense? And what is the best way to do it? After all, you keep writing instructions and explaining things until you drop, and those customers either don't read it or don't want to hear it. Sound familiar? Read here why that is and what you can do about it.

21 June 2024

A story about sausages that are too long and… the customer journey.

What do the length of a sausage and the term corporate blindness have to do with your company's customer journey? Customerry is happy to explain it to you and share practical tips to get started yourself.

22 April 2024

Surprising & delighting customers in Disneyland Paris

Surprising and amazing customers: how does Disney do it? We went on a real experience trip and share our findings with you, supplemented with practical tips for your own organization.

1 February 2024

7 concrete, immediately applicable tips on customer-focused communication

Communicate well. We expect every employee to be able to do it. But who actually teaches us? And what exactly do you learn? That's right... We share 7 tips to make customer-focused communication just that little bit easier.

24 September 2023

Together for the customer, even with multiple teams. How do you do that?

Working together for the customer: is that going well in your team? And did you know that factors other than your colleagues influence your customer experience? Even as a solopreneur, yes! Customerry explains and shares practical tips for better collaboration with the customer.

15 September 2023

Customer-focused working in healthcare: what should you definitely pay attention to?

Customer-centric working in healthcare?! But surely we don't have customers? Yes, we do... Customerry shares the ins and outs of customer experience in healthcare, along with 7 key focus points for your organization.

27 June 2023

Why customer-facing communication is the soft skill of today and tomorrow?

Do you also want to know how to implement customer-oriented communication in your company and what the benefits are? The customerry tips will get you started!

27 June 2023

How does a customer experience project work at Customerry?

27 June 2023

Customer experience challenges: different everywhere, or not?

2 February 2023

Need a customer experience budget? Here's how to convince your management!

Without a customer experience budget, you won't get anywhere. I repeat: without a customer experience budget, you won't get anywhere. Certainly not if you want to engage in structural customer experience management. Perhaps not pleasant to read, but a much-needed reality check. Or so you might be thinking...

6 December 2022

Customer experience trends? Get rid of them!

Strong words from someone who speaks and writes about customer experience all day long. And yet, I mean it: I don't really believe in those customer experience trends that are penned down year after year by all sorts of trend watchers... Read here why!

4 May 2022

Customer delight, the new customer experience?

Customer delight management, because being “simply” customer-oriented isn't enough. I almost fell off my chair – literally – when I heard the above statement last week. All joking aside, my conversation partner was firmly convinced that customer focus...

4 November 2021

Customer focus as a catalyst for a better world

I started Customerry because I want to contribute to a better world. A world with more understanding. A world with more tolerance. A world where everyone is allowed and able to be themselves. Where does my belief in customer focus come from? Where does that...

9 November 2021

6 tips for an outstanding customer promise.

What is your customer promise? I ask this question in every conversation with (potential) clients. Too often, however, they still cannot provide an answer. Either we reel off a mission statement that is outdated or that they themselves do not really know...

26 March 2021

Improving customer experience: start with the basics

It probably won't surprise you that I consider improving customer experience just as important as sales, a solid marketing strategy, or operational excellence. It's just in my nature, a passion for customers, a desire to improve the world, call it what you will...

19 March 2021

Company values: an indispensable compass in turbulent and less turbulent times

What is the mission, what is the vision, and what are your company values? It is a recurring question at every intake interview, every prospecting meeting, or at the start of a new project. The answer? ...one moment, I'll just look it up...

12 March 2021

Customer journey (mapping): useful tool or completely superfluous?

Our favorite workshop? Journey mapping! Mapping out what the customer effectively experiences during their journey with an organization is often an eye-opener for many companies. But why do you actually do that? What are the benefits, how do you get started, and what should you look out for?

22 February 2021

Customer-centric or employee-centric?

What do you choose: putting the customer first or putting the employee first? It is a question I have been hearing very often in recent months. Among other things, the war on talent, which is causing a shortage in the labor market, makes...

28 January 2021

Improve customer satisfaction? 3 customer experience trends to keep in mind.

Improving customer satisfaction is not rocket science. For those thinking, "That’s easy to say when you’re a customer satisfaction expert": I promise you that you don't need any prior knowledge to get off to a good start. After all, everything begins with...

12 December 2020

How customer-focused is your company now, and what does the future hold?

A simple question, no simple answer. You cannot calculate just how customer-oriented your company truly is in a flash. This is because there are a huge number of factors that determine the overall customer focus of your enterprise and the associated customer satisfaction. Of course, you can...

1 November 2020

Customer Experience ABC: customer experience terminology in plain language.

Optimizing customer experience: understand what you are talking about. Personally, I have a thorough dislike for the excessive use of jargon. Quite a few companies simply fail to use clear language that is understandable to everyone. And I, too, make that same...

25 September 2020

Measuring customer satisfaction? 3 practical tips you can put into practice immediately!

Why measuring customer satisfaction is important. If you want to work in a customer-centric way as a company, and thus respond maximally to the needs of your customers, the first step is to find out how satisfied your customers are today. And then you have...

1 August 2020

Customer experience, what is it actually?

The definition of customer experience is as follows: “any perception and emotion that a customer experiences during all interactions with your company throughout the entire customer journey and across all channels.” Quite a mouthful, then, but indeed...

close