A quote (or quotation) gives a client a firm price for a job before any work starts. Unlike a rough estimate, a quote is a price you commit to, so it pays to be clear about exactly what is included.
What to include in a quote
- Your business details and the client’s details.
- A quote number and date, and a valid-until date.
- An itemised scope of work with prices.
- The total, and any tax if you are registered.
- An acceptance line so the client can confirm.
Quote vs estimate
An estimate is an approximate figure that can change; a quote is a fixed price the client can accept as-is. Use an estimate when the scope is uncertain and a quote when you can commit to the number.
Set a valid-until date
Prices and availability change, so put a valid-until date (commonly 30 days) on every quote. It protects you if costs move and nudges the client to decide.
Turning a quote into an invoice
Once the client accepts, you can convert the quote straight into an invoice without retyping it — same items, same figures, now a request for payment.
Create a quote free — add a valid-until date and convert it to an invoice in one click.