How to prepare a clear quote.

A useful quote makes deliverables, costs and terms easy to understand.

1. Define the scope

Describe deliverables and quantities. State what is included and excluded to avoid different interpretations.

2. Break down the price

State the currency, quantities, unit prices and total. Separate discounts and taxes where applicable.

3. Explain timing and payments

Add an expiry date, delivery timeline and payment method. State any materials or information required from the client before starting.

4. Review before sending

• Client and sender information is complete.
• Subtotals match quantities and prices.
• There is a defined process for scope changes.
• The client knows how to confirm the proposal.