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.
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.
Read next
- Quote vs estimate: what's the difference?An estimate is an informed guess and a quote is a firm price for defined work, and customers often mix them up. Here's when to use each, what to write, and what can make a quote binding.
- How to ask for a depositHow to ask for a deposit in plain words, work out a fair amount and write refund terms that hold up. Includes wording to copy and the legal limits to check first.
Related templates
- InvoiceLine items with tax and discounts, due date and a Pay button. Prints cleanly.
- Variation orderExtra work found on the job: what, why, and the price. The customer approves it on their phone before you do it, with an optional deposit.
- Account statementEvery open invoice for one customer on one page, with the balance due and a single Pay button for all of it.
Send your first quote today
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