The essentials
Everything worth knowing about a quote.
What is a quote?
A quote (or quotation) is a document you send a potential customer before any work starts, stating the price you will charge for specific goods or services. Unlike an estimate, a quote is usually a fixed price: once the customer accepts it within the validity period, you are expected to honour that price.
A good quote clearly describes the scope of work, itemises costs, shows taxes, and states how long the offer is valid. That clarity prevents scope creep and payment disputes later - and makes your business look organised and trustworthy compared with a price scribbled in an email.
What to include in a quotation
- Quote number and date so you and your client can reference it later.
- Valid-until date. Protects you from rising material or labour costs.
- Detailed line items - what is included, quantities and unit prices. Use the details line under each item to spell out scope.
- Taxes and discounts, so the total is exactly what the client will pay.
- Terms - deposit required, payment schedule, what is excluded, and how to accept the quote.
Learn the difference between the two in our guide quote vs estimate vs invoice.
From quote to invoice in one click
Most quote tools make you retype everything when the client accepts. Here, just change the document type at the top of the editor from Quote to Invoice. Your client, line items, taxes and notes stay exactly as they were; only the labels change. Set the payment terms, download, done.