Energy management quotations writing

This page contains in-depth information on everything about making quotations for energy management companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A big part of an energy management company's life is making proposals for their prospective clients. These proposals are usually for the construction of new buildings or the implementation of new energy management systems. There will be an agreement samples between the contractor and the energy management company, or in another case, the energy management firm. Energy management companies usually make a lot of money out of these. It is an opportunity for them to showcase their talent in making efficient energy management systems and play a little on the design. An energy management proposal is a very specific document since it includes a lot of things. Writing a proposal like this should be done carefully and backed with supporting documents. It should be realistic and meet the goals stated in the proposal.

With the information & links below you can get the most out of your energy management proposals and make quotations like a pro.

The sales challenges for an energy management company are to create business proposals that are clear, concise, and persuasive. The proposal must be able to communicate the value of the company's services to potential clients. It is also important to be able to address any concerns or questions that the client may have. Additionally, the proposal should be able to demonstrate how the company's services can save the client money and help them achieve their energy goals.

What is a energy management proposal

Quotations are proposals with an offer for the provision of energy management products or services. quotations are made for companies, government agencies as well as for individuals (consumers).

The advantages of a quotation

There are energy management organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a energy management quotation has many advantages.

Sales process

The sales process is an important part of the business of a energy management company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create energy management proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

Creating and writing a quotation

Despite the many advantages mentioned, writing a energy management proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Quotation design

Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal program, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal program. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Energy management proposal example

This Energy Management proposal example is for salespeople who sell Energy Management services. Of course, this template can also be used by Energy Management companies and account managers who work in the field of Energy Management. These are the services that you will present in your proposal. The objective is to sell Energy Management services, the results are a detailed description of the process and how you carry out your work. It is important to include differentiating factors such as experience, approach, process and achieved results in a proposal. These factors contribute to a customer choosing your company. So important! The powerful software supports you during the proposal process and makes the signing process easier because this is done digitally and directly in your proposal.

Discover the energy management example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal program and are available in Offorte.

View an example energy management quotation

Energy management example quotation made with a proposal program

Proposal software for energy management

Energy Management companies are facing new challenges. Global competition, the energy transition and increasing energy efficiency drive them to become more customer-oriented and to offer customers a wide range of products and services. The right software can make this process easier. For example, you can use proposal software to create better proposals, track their performance and build proposals faster.

A energy management quotation is made quickly with a proposal program. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the energy management customer will choose faster for your company.

Discover what proposal software can do for your energy management company.


Unleash AI for Energy Management Proposals Results.

Our solution integrates with your existing workflow, simplifying the proposal process while saving time and money. Leverage our AI-driven proposal tool to create customized, results-oriented proposals that showcase your expertise and highlight the value you bring as an energy management company.

AI Proposal software for energy management

About energy management

Energy management is a business discipline that seeks to reduce the energy consumption of an organization. A comprehensive approach to energy management will cover both the "energy in" (the amount of energy consumed by the organization) and the "energy out" (the amount of energy consumed by the organization's activities). It seeks to identify and reduce energy losses (energy not transformed into the desired output) and avoid or eliminate the unnecessary use of energy. It also seeks to identify opportunities for reducing the cost of energy. Energy management typically considers demand management, supply management, utility management, building systems design, operating systems design, and organizational culture as key areas for improvement.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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