Revive by VCMP · 5 practical checks
5 steps to make an outstanding quote easier to answer
Give customers one place to review a quote, ask a question and confirm what they want you to do next.
Pick a quote with a decision still open
Use a fictional copy of a quote you regularly send. Check the job name, included work, exclusions and validity date so the customer page starts with a clear scope.
Review the imported numbers before sharing
Import the sample PDF or paste the quote text. Compare line items and totals with the original and correct any differences while you can still review the draft.
Give the customer a way to ask for one change
In the sample journey, have the customer ask for a different finish or date. Check that the requested change is visible and that the updated quote can be reviewed before acceptance.
Check how an acceptance becomes a next action
Rehearse the accepted version and confirm the intended next step with your team. If you use a deposit, verify the payment setup and the status staff rely on in your own configuration.
Review the follow up before anyone sends it
Draft one short follow up that refers to the job and the decision still open. Agree when to pause it and how the team honours an opt out or a customer who has already replied.
Your next step
Confirm quote volume, review responsibilities and deposit needs against the current offer.