WORKFLOW GUIDE

Creating Professional Quotes in Sign Making

A quote is more than a price list. How to create quotes that convince customers and justify prices.

QUOTE FEATURES

What a Good Sign Making Quote Needs

These four elements make the difference between a rejected and accepted quote.

Professional PDF

Logo, address, line items, prices, payment terms — all cleanly formatted.

Price Justification

Explain why the price is justified. Customers who understand the price haggle less.

Customer Portal

Quote in digital portal — customer can approve online. Fully documented and legally sound.

Automatic Follow-up

AI suggests the right time for a follow-up call based on when the customer opened the quote.

THE PROCESS

From AI Quote to Order Confirmation

1

Create Job and Capture Measurements

Customer name, description, photos, measurements — all in one place.

2

AI Calculates All Line Items

Describe the job. AI calculates material, labour, travel and margin.

3

Review and Adjust Quote

See all items, adjust margins, add special conditions.

4

Generate PDF and Send

One click creates a professional PDF. Send by email or via customer portal.

5

Follow-up and Approval

AI monitors when customer opens the quote. Digital approval with timestamp.

Quotes That Get Accepted: What Makes the Difference

The quotes that get accepted most often are: fast (under 24h), clearly structured, price-transparent.

Price transparency doesn't mean being cheaper. It means justifying the price.

PlotonIQ generates line item descriptions automatically — including justification for why the material was chosen.

AI QUOTES

Professional Quotes in 30 Seconds

PlotonIQ AI calculates, formats and places the quote in the customer portal. Follow-up is suggested automatically.

Discover Quote System

More on Quoting Workflow

WORKFLOW

Optimise Calculation

WORKFLOW

Production Planning

FEATURE

Customer Portal

Frequently Asked Questions About Sign Making Quotes

How long is a sign making quote valid?▼
Recommended: 30-day validity. For material price fluctuations, a shorter period may make sense.
Must a quote include a price justification?▼
Legally no — but it makes a big difference. Customers who understand what they're paying for haggle less.
What is a digital quote approval?▼
Customer clicks 'Approve Quote' in a secure portal. System records timestamp and IP address.
How many quotes can a sign maker create per week?▼
With Excel: 5–15 per week. With AI quoting: 30–50 per week possible.
What to do when a customer doesn't respond to a quote?▼
After 3–5 working days, a quick follow-up call. PlotonIQ shows when the customer last opened the quote.

Create Professional Quotes Now

AI calculates, PDF generated, customer portal active. Beta: €9/month.

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