Are you spending too much time on quotes? How to get control of the process

Written by Therese Hambo | May 1, 2026 8:55:25 AM

Tendering is a central part of many companies' everyday life – but also a place where unnecessary time is often lost.

Quotes are created in Word or Excel, scattered in emails and documents, and follow-up depends on whether someone remembers in a busy day.

It may seem flexible at first glance – but in practice it often means that the process becomes fragmented and difficult to manage.

The result?
A lack of overview, inefficient workflows – and in the worst case, lost tasks.

 

🔷 The problem: Quotes have a life of their own

In many companies, the tendering process is not an integral part of daily operations.

When quotes are handled in Word, Excel and email, a number of challenges typically arise:

  • Quotes are created manually from scratch – again and again
  • Previous quotes are used as templates, but without structure or version control
  • Prices and calculations are handled manually, increasing the risk of errors
  • Documents are stored locally or in folders where few have an overview
  • The status of offers is in the head of the individual – not in a system

At the same time, follow-up is often something that happens "when there is time".
And in a busy workday, this means that some offers are never followed up on.

The problem isn't just the time spent.
It's the lack of structure and overview that makes it difficult to work actively with your offers.

And even small inefficiencies quickly add up when you're making a lot of offers.

 

🔷 The solution: Put it all in one place

When quotes are handled in the same system as the rest of your operations, it fundamentally changes the way you work.

With Quotation+ in Microbizz, the entire process is in one place:

  • Creating offers
  • Structure and build-up
  • Sending to the customer
  • Follow-up and status
  • Approval

This means no more switching between tools or searching for information.

Instead, you get a coherent process where all offers are accessible, up-to-date and visible – both for you and your colleagues.

It doesn't just give you a better overview.
It also makes it possible to work more systematically and efficiently with sales.

 

🔷 From quote to task or project - without extra work

One of the major benefits of working with quotes in Microbizz is the connection to the rest of the system.

In many companies, a shift occurs when a quote is approved:
You go from sales to operations – and often start all over again.

  • Tasks and projects must be created manually

  • Information has to be copied

  • Details risk being lost

With Quotation+, things are connected.

When a quote is approved, it can automatically create a task or project in Microbizz and form the basis for further work.

This means you can build on what you've already done – without duplication.

This saves time, reduces errors and ensures that what you've sold is what is delivered.

 

🔷 A better overview leads to better results

Having all your quotes in one place makes it possible to work with them more actively.

You don't just get an archive – you get a tool.

You can:

  • see your entire pipeline
  • Identify where to follow up
  • prioritize your efforts
  • and gain insight into what works

This makes it easier to work in a structured way with offers – and ultimately increase hit rates.

Because often it's not just about making more offers.
It's about working better with the offers you've already sent.

 

🔷 Visuals mean more than you think

A quote is often the customer's first concrete impression of your company.

And in many cases, it will also be the document they use to compare you to other suppliers.

If the offer is confusing, inconsistent or looks "homemade", it can affect the experience – no matter how good your solution is.

With flexible templates and design options in Quotation+, you can ensure that your quotes

  • look professional and polished
  • reflect your brand and visual identity
  • Have a clear structure that is easy for the customer to understand

This makes it easier for the customer to make a decision – and strengthens your position in the decision-making process.

 

🔷 Ready to work smarter with offers?

Quotation+ has been developed based on real workflows and tested in practice.

This means the solution is built to work in real life – not just in theory.

If you're currently quoting outside the system, there's often great potential in bringing the process together.

Not just to save time – but to create a better overview, better strategy,and better results.

👉 See how it works in practice