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Email quotations

I now have quotation template that is now polished through trial and error. After my potential client meeting, I email the quotation to the client straightaway. 

It seems that my template has done it rounds. One of the potential client asked me to beat a quotation from another accountant who is now using my quotation template. I am not too bothered by this. I do not think I would have been any different.

My question - is it best to give an email quotation? The reason I ask is because email is passed around to get a "better" quote.

What is the practice in general do people give a written (email) quotation?



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What's the difference?

Hi - Unless I'm missing something, why would you pick a different way to supply quotes than that you use to communicate with the client generally?  98% of all our comms are by email and so that's how quotes go out.

As you say it's up to the client what they do with it and, to be honest wouldn't you want another accountant to quote based on what you say you'll do?  If you sent it by post then all they would do is scan/copy it to the other accountant.


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25th Oct 2011 23:08


I don't "beat" other accountants' quotes. If that is the most important thing in their decision making process I would prefer them to go to a cheaper accountant.

I've had a potential new client ask me to give a quote and I did. It's more than the price the previous accountant charges but it fits in with what I think is reasonable.

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26th Oct 2011 07:15

I agree with Paul & Peter

What difference does it make?

Even if you didn't give a written quotation, if cost is the driving factor they will still use your quoted fees to try and squeeze another accountant. You only have to look at AWeb threads to see the proof of this.

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By Flash Gordon
26th Oct 2011 08:02

Email every time

I use email for as much as possible so yes quotations would automatically be emailed. Like others have said if it's going to be passed on then the form doesn't matter. And if they're that price-sensitive.......

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Great query

I always wonder the same thing myself.

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By GaryMc
26th Oct 2011 09:41

Email no different to paper or verbal

However you provide a quotation, the prospective client can pass the info on to other firms to try to get the best deal they can.

If you sent it as a letter, they could scan it and pass it on.  If you provide it verbally over the phone, they can write the info down and pass that on.

All you can do is provide the quote that you think is fair and then wait for the prospects response.

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26th Oct 2011 10:52

Signed up before they leave

I try to agree everything and get them to sign 64-8's before they leave. 

I would say 95% agree there and then so no problem with quotes going anywhere.  Within a few days they have the engagement letter to sign and off we go.

But as others say, if you are quoting and they are going elsewhere, it does not matter what format it is in.

And do you really want the price watchers.... they will only do the same next year or year after and be off if you cannot match the price.

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26th Oct 2011 14:57

Price sensitive - wouldn't waste the effort

I understand your comment about your template, there is nothing worse than being copied. I have a set template that I wrote myself. It gives a detailed breakdown of my fee and I know a potential client that passed it around as they asked others to break theirs down in the same way. In one way I was annoyed; however, I won the client in the end (not mainly on price but the fact I could break down my service!).


I agree with the price watchers comment - if someone wants to use another accountant purely on price then that is up them. They are usually ones that want the most service for as little money.


Incidentally, in respect of FidoDido's comment I never get them to sign the engagement there and then. I always send a formal quote and get them to confirm. I also always advise they look at other accountants. This non-salesy approach may lose me a couple of clients but I guarantee it gains me more as they don't feel pushed.

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26th Oct 2011 15:13

Sign eng letter

HI Phil

I never get them to sign the eng letter there and then, and never ever do the hard sell.

Its usually ending the conversation with - hope we have covered everything and if you are happy i look forward to working with you.  they usually say yes thats great.  so i say perfect, to save posting these out i will print out some 64-8's for you to sign, and i will post eng letters out... all agreed.

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Email quotations

I agree with pretty well all the comments made on this thread but surely its the process of quoting for work that we should be discussing and not just the manner of its delivery?

Are you transferring a 'back of an envelope' process onto a template and delivering it to a prospect, or, do you use the dicussion with the prospect to tease out their problems and convince them that you have the solutions they have been looking for?

If the latter applies I'm sure the quote itself can be relegated to its proper status, a record of agreement, a formaility?



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