Your Business Details
Client Details
Quote Details
Line Items
Description Quantity Unit Price Total
£
£0.00
£ or %
Subtotal: £0.00
VAT (20%): £0.00
Total: £0.00
Tips
Creating Effective Quotes
  • Be specific with descriptions
  • Break down complex work into line items
  • Include clear terms and conditions
  • Set a reasonable validity period
  • Follow up promptly after sending
Quote vs Invoice

A quote is an estimate before work begins. An invoice is a request for payment after work is completed.

Writing a Quote That Wins the Job

A good quote does two jobs: it tells the customer exactly what they're getting, and it protects you if the job turns out bigger than expected. Most disputes over price start with a vague description.

  • Describe the work in detail. List what's included, and just as importantly what isn't. "Supply and fit 12 m² of tiling, including adhesive and grout, excluding removal of old tiles" leaves far less room for argument than "tiling".
  • Break down the price. Separate labour, materials and any other costs so the customer can see where the money goes.
  • State whether VAT is included. If you're VAT registered, make it obvious. Prices for consumers should normally include VAT.
  • Give a validity period. 30 days is common. It protects you if material costs rise.
  • Set out payment terms. Deposit, stage payments, and when the final balance is due.

Once the customer accepts, turn the quote into an invoice with the same line items using the invoice generator. To check your prices leave enough margin, try the profit margin calculator.

Frequently asked questions

What is the difference between a quote and an estimate?

A quote is a fixed price for a defined job. An estimate is your best guess, and the final bill can change. If you might need to charge more, call it an estimate and say what could change the price.

Is a quote legally binding?

Once your customer accepts a quote, it can form a contract at that price for the work described. That is why a clear description of the job, what is excluded and how long the quote is valid for matters.

How long should a quote be valid for?

Many businesses use 30 days, but choose what suits your costs. If material prices move quickly, a shorter validity period protects you.

Should my quote include VAT?

If you are VAT registered, say clearly whether prices include or exclude VAT. Prices given to consumers should normally include VAT. If you are not VAT registered, you cannot add VAT.

Source: GOV.UK: Invoicing and taking payment from customers. General information, not legal advice.