You're generating quotes. Customers are requesting them. But too many quotes are dying in your pipeline without converting to orders.
Sound familiar?
According to Gartner, 65% of B2B sales organizations will transition to data-driven decision making by 2026. That means your gut feeling isn't enough anymore—you need proven strategies backed by results.
If your quote-to-order conversion rate is below 30%, you're leaving money on the table. Here are seven strategies that top-performing wholesalers use to convert more quotes into sales.
Strategy 1: Respond in Under 60 Minutes
The statistic: Distributors who respond first are 50% more likely to win the deal.
Speed kills—competitor delays, that is. When a buyer requests a quote, they're actively shopping. They've likely sent requests to multiple suppliers.
Action steps:
- Set up mobile push notifications for new quote requests
- Create a "quote duty" rotation among your sales team
- Use auto-responders to acknowledge receipt immediately
- Set clear response time SLAs (1 hour for rush, 4 hours for standard)
Strategy 2: Provide Transparent, Itemized Pricing
The insight: Clear quotes reduce misunderstandings and build trust.
Modern buyers expect transparency. Break down your pricing to show:
- Base product cost: Unit price before discounts
- Volume discounts: "Save 15% when you order 500+ units"
- Applicable taxes: Show tax calculations
- Shipping costs: Don't hide delivery fees
- Total investment: Clear bottom line
Why this works: When buyers understand exactly what they're paying for, they're less likely to negotiate further or seek competitive quotes.
Strategy 3: Create Urgency with Time-Limited Offers
The psychology: Scarcity drives action.
Don't let quotes sit forever. Add expiration dates:
- Quote valid for: 7 days, 14 days, or 30 days
- Promotional pricing expires: "Lock in these prices by March 15"
- Limited inventory: "Only 500 units available at this price"
Important: Make deadlines realistic. Artificial urgency damages trust if overused.
Strategy 4: Enable One-Click Quote Acceptance
The friction point: Every extra step reduces conversion.
Make it ridiculously easy to say "yes":
- Approval buttons: "Accept Quote" directly in the email
- Pre-filled checkout: Quote details auto-populate the order
- Saved payment methods: Use stored payment info for repeat customers
- E-signature integration: Sign agreements digitally
The result: Conversion rates improve by 20-40% when you eliminate friction.
Strategy 5: Use Data to Personalize Recommendations
The insight: Relevant cross-sells increase average order value.
When generating quotes, include:
- "Customers also bought": Show complementary products
- Reorder recommendations: "You usually order X with Y"
- Upgraded options: "Consider our premium version for..."
- Bundle deals: "Save 10% when you add these three items"
Strategy 6: Build a Follow-Up Sequence
The reality: 60% of customers say "no" four times before saying "yes" (source: Marketing Donut).
Most quotes don't get rejected—they get forgotten. Create a systematic follow-up process:
Day 3: Check-in email
"Hi [Name], I wanted to see if you had any questions about the quote I sent on Monday?"
Day 7: Value reminder
"Just following up on quote #1234. As a reminder, this pricing is valid through [date]."
Day 14: Last chance
"Your quote expires in 3 days. Would you like to move forward?"
Strategy 7: Show Social Proof and Trust Signals
The psychology: B2B buyers are risk-averse. Reduce perceived risk.
Include trust elements in your quotes:
- Customer testimonials: "Company X saved 30% by switching to us"
- Industry certifications: ISO, quality standards, awards
- Case studies: Link to relevant success stories
- Guarantees: "30-day satisfaction guarantee" or "Price-match promise"
The Compound Effect
Here's the powerful part: These strategies compound.
If you:
- Respond 2x faster (Strategy 1)
- Reduce friction (Strategy 4)
- Follow up systematically (Strategy 6)
You can realistically expect to convert 40-60% more quotes into orders—without spending more on marketing or sales.
Remember: The sale doesn't end when you send the quote. That's when it begins.
AddToQuote Team
B2B Commerce Experts
Helping B2B merchants streamline their quote management and close more deals.