https://quoteclerkai.com/blog/Daily posts for UK merchants and US distributors on quoting, pricing logic, catalogue hygiene, takeoffs and counter approval, by Adam Tokar.enTue, 10 Nov 2026 08:00:00 +0000https://quoteclerkai.com/blog/why-quotes-sit-overnight/https://quoteclerkai.com/blog/why-quotes-sit-overnight/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)Where emailed quote requests lose time, from retyping and code lookups to account pricing, and which steps a merchant can make easier.https://quoteclerkai.com/blog/who-approves-a-quote/https://quoteclerkai.com/blog/who-approves-a-quote/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)Who should approve a quote at the trade counter, what the approver checks, and how to keep approval quick enough that the counter never queues behind it.https://quoteclerkai.com/blog/quote-a-handwritten-counter-list/https://quoteclerkai.com/blog/quote-a-handwritten-counter-list/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)A practical routine for quoting a handwritten or photographed material list at the trade counter: read it, query unclear lines, price it, approve it.https://quoteclerkai.com/blog/quantity-breaks-on-a-quote/https://quoteclerkai.com/blog/quantity-breaks-on-a-quote/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)How quantity breaks, account pricing and price dates fit together on a contractor quote, and a quick check that catches a wrong break before it ships.https://quoteclerkai.com/blog/export-a-price-file-as-csv/https://quoteclerkai.com/blog/export-a-price-file-as-csv/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)A general guide to exporting your catalogue and price list as CSV or Excel: which columns to include, how to check the file, and how to make it repeatable.https://quoteclerkai.com/blog/expired-prices-in-quotes/https://quoteclerkai.com/blog/expired-prices-in-quotes/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)How to spot expired prices before a quote goes out, set a clear checking routine and stop an out-of-date line from being priced by mistake.https://quoteclerkai.com/blog/excel-takeoff-to-quote-checklist/https://quoteclerkai.com/blog/excel-takeoff-to-quote-checklist/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)Turning a contractor's spreadsheet takeoff into a priced quote: mapping columns, removing subtotals, matching descriptions to your catalog, checking units.https://quoteclerkai.com/blog/customer-group-or-list-price/https://quoteclerkai.com/blog/customer-group-or-list-price/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)Customer price, group price or list price: a fixed order for every quote line, where category discounts fit, and why a price tie must stop the line.https://quoteclerkai.com/blog/catalogue-hygiene-before-quoting/https://quoteclerkai.com/blog/catalogue-hygiene-before-quoting/Tue, 10 Nov 2026 08:00:00 +0000adam@quoteclerkai.com (Adam Tokar)Six checks to run on a catalogue export before you speed up quoting: duplicate codes, missing units, expired prices, ties and customer trade names.