Create a clear, professional quote or estimate for a customer, with items, tax, payment terms and a validity date, then print it or save it as a PDF.
Loading the tool…
What to include in a quote
- Your business details and the customer’s details.
- A quote number and date.
- A clear list of work or products, with quantities and prices.
- Tax (if you’re VAT-registered) and the total.
- How long the price is valid for.
- Payment terms, such as a deposit.
- A space for the customer to sign and accept.
Quote vs estimate
| Quote | Estimate | |
|---|---|---|
| Price | Fixed for the agreed work | An approximate guide |
| Best for | Clearly defined jobs | Jobs where the work may change |
| Binding? | Usually, once accepted | Not usually, but explain changes early |
Tips
- Break the work into lines so customers can see what they’re paying for.
- State what’s not included to avoid disputes.
- Follow up a few days after sending.
- When the customer accepts, use the same items to make an invoice.
Frequently asked questions
How do I write a quote?
List your details, the customer’s details, each item with a price, the total with tax, how long it’s valid for and your payment terms.
Is a quote legally binding?
Once a customer accepts a fixed quote, it can form a contract, so make sure it’s accurate.
How long should a quote be valid for?
30 days is common, but use a shorter period if your costs change often.
Is my data saved?
Your details are saved in this browser only.
Last updated: