The short answer
Most plumbing distributors keep years of job quotes and never read them as a dataset. Join quotes to the orders that followed and look at win rate by job size, contractor, product mix, and days to first follow-up. Price is often not the main reason a quote is lost. Slow follow-up, quotes sent to contractors who never buy, and line items priced inconsistently across similar jobs are usually larger and cheaper to fix.
Where it hides in plumbing distribution
Quotes nobody followed up
Contractors who collect quotes
Inconsistent line pricing
Releases priced below the quote
The records to pull
Twelve to twenty-four months of each. Nothing needs to be installed or connected; a spreadsheet export is enough.
Quote history
Orders and releases
Activity log
The ten-day test
Days 1–2
Days 3–5
Days 6–8
Days 9–10
Specimen · illustrative figures
A $60M plumbing distributor linked 9,800 job quotes to orders. Its win rate was 22 percent overall, but 41 percent when a quote was followed up within two business days and 12 percent after a week. Eighteen contractors received 15 percent of quotes and placed 2 percent of orders. Release invoicing ran 1.8 points below quoted margin.
Stop condition, written first
Stop if win rate does not differ meaningfully by follow-up timing or contractor, and release pricing holds within half a point of quoted margin, in both periods.
What gets built if it holds
A quote queue that ranks open quotes by win probability and value each morning, and a release check that holds invoiced prices to the quoted job. It runs inside your operation, belongs to you, and is measured weekly against the dollar range the test produced.
Specimen figures are illustrative and do not describe a Modven client. Reviewed October 10, 2026.
