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A quote the customer can say yes to on the spot

A quote is a fixed offer: this work, this price, until this date. Yours opens as a page with the scope at the top, the costs itemised below and an Accept button, so a yes doesn't wait for someone to find a printer. Add a deposit percentage and the customer can pay it there too, provided Stripe is connected.

When to use it

  • You've priced a defined job, such as a water heater swap, and the cost won't move once you start.
  • The customer is comparing a few businesses and the quickest clear offer has an advantage.
  • You need a deposit before ordering materials.
  • Supplier prices shift often, so the offer needs to lapse on a known date.

What a good one includes

  • A scope that names what's in and what's out. Most disputes start with an assumption nobody wrote down.
  • Itemised costs, because a customer can drop a line rather than drop you.
  • A valid-until date. After it passes the page stops taking acceptance or payment and asks them to request a new one.
  • A deposit percentage if you want one, shown in dollars under the total.
  • A start estimate in the notes, as timing is often the customer's next question.

Make one by saying what you need

Text it, type it or say it, the way you'd tell a colleague:

Quote Hal at Northgate Yoga for repainting the studio: paint $480, 16 hours of labour at $55, valid 30 days, 25% deposit.

Worth knowing. Quote the exclusions as carefully as the price. 'Does not include moving furniture or repairing plaster' takes seconds to type and saves the awkward conversation on day two. When the customer accepts, the quote can become an invoice in one step, with any deposit already taken off.

Questions

Is a quote the same as an estimate?

No. A quote is generally a firm price for defined work, and an estimate is an informed guess that can change. Wording matters, so say which one you're giving.

Is an accepted quote binding?

It often can be, because an offer accepted on clear terms may form a contract. That varies by country and by the facts of the job, so take local advice if the sums are large.

How long should a quote stay valid?

Long enough for the customer to decide, and short enough that your costs haven't moved. Thirty days is common, with less for materials that change price often.

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