Quote or estimate?
A quote is a fixed price for a defined job: if the client accepts, that is the price. An estimate is your best guess, which can change as the work goes on. Use a quote when you can define the scope; use an estimate when you can’t yet see everything (repairs, renovations, discovery work).
What to include in a quote
- A quote number and date, and how long the price is valid (“Valid until” date).
- A clear description of what is included, and anything that isn’t.
- Each item with quantity and price, tax and the total.
- Payment terms: deposit, stages and when the final payment is due.
- How the client accepts: a signature, an email reply or paying the deposit.
From quote to invoice
When the client accepts, change the document type to Invoice. The lines, client and amounts stay; the number switches to an invoice number. If you took a deposit, enter it under “Amount paid / deposit” on the final invoice.
Writing quotes that win work
- Reply quickly; the first clear quote often wins.
- Describe outcomes, not just tasks (“new bathroom ready to use”).
- Offer options: a basic and a complete version, each as its own quote.
- Keep validity short (14–30 days) so material prices don’t catch you out.
What to leave out of the price, and say so
Most quote disputes are about scope, not price. Add a line in the notes for what is not included: “Excludes hosting and stock photos”, “Excludes removal of old flooring”, “Travel outside the city billed at cost”. If the client asks for extras later, send a new quote or a change order with its own number rather than editing the accepted one.
Deposits on accepted quotes
For bigger jobs, ask for a deposit when the quote is accepted. Say how much (for example 30%), when it is due and whether it is refundable. When the deposit arrives, send a receipt, and enter it as “Amount paid” on the final invoice.
Related calculators
- Estimate Template: A job estimate clients understand.
- Free Invoice Generator: Make a professional invoice and download the PDF.
- Proforma Invoice: For customs, advance payment and approvals.
Questions people ask
Is a quote legally binding?
Once a client accepts a quote, it usually forms a contract at that price for the work described. Rules vary by country and state, so add your terms and get acceptance in writing.
How long should a quote be valid?
Commonly 14 to 30 days. Use a shorter period if your material costs change often.
Formula checked October 2026 · How we calculate