What is a quote?
A quote (or quotation) tells a client the exact price you will charge for a defined piece of work. It lets them compare offers and approve the spend, and it protects you: everyone agrees the scope and price before anything starts.
What to include in a quote
- Your details and the client's, with a project reference both of you will recognise.
- A clear scope: list each deliverable or product as its own line.
- Fixed prices, quantities, tax and the quoted total.
- A valid-until date, so the price isn't held open forever.
- Terms: what is excluded, payment stages and how changes are handled.
- An acceptance section for the client's signature. OZO adds this for you.
Quote vs estimate vs proforma invoice
Use a quote when the price is fixed and you want a signature before you start. Use an estimate when the final cost depends on what you find on the job. If the client needs a bill-like document to arrange payment or customs before delivery, send a proforma invoice. After the work is done, any of them can become an invoice without retyping.
Offering a deal? The discount calculator shows what a discount really costs you, and the markup calculator and VAT calculator help you set the price. Once a quote is accepted, confirm the details with a sales order.