Create a Professional Quotation

Prepare a branded price quotation before beginning work or supplying products. Add services, quantities, rates, tax, discounts, validity dates, terms, and notes.

Quotation versus invoice

A quotation presents proposed prices and conditions for customer approval. It normally does not request immediate payment and should not be presented as a final tax invoice.

What to include

• A unique quotation reference and validity date.
• A clear scope, quantities, rates, and exclusions.
• Delivery expectations, payment terms, and applicable taxes.
• Your branding and customer contact information.