We asked window and door sales reps how they quote. Most say it’s easy. Their answers on turnaround time, outside help and customer changes tell a different story.
More than half of reps answer at least 10 questions per quote. The challenge they cite most often is finding the right solution for the customer.
Contacting the manufacturer and taking longer to finish were the top two outcomes for difficult quotes, each named by more than 70% of reps.
Three priorities from the findings: guide product selection, reduce dependence on manual support and make customer changes easier to manage.