What to include in a quotation
- The heading "Quotation", a quotation number and the date.
- The customer’s name and address.
- Each item or service, with quantity, rate and amount.
- Tax, if you charge it, shown separately, and the total.
- How long the prices are valid ("Valid until").
- Your terms: delivery time, payment terms and what is not included.
How to make one
- Enter your business details and logo, then the customer.
- Add the items and rates; tax and the total are worked out for you. Set the validity date and type your terms.
- Download the quotation. When the customer accepts, switch the document to an invoice — the items carry over.
Questions
What is the difference between a quotation and an invoice?
A quotation offers a price before the sale; the customer can accept or decline it. An invoice asks for payment after the customer has agreed to buy.
Can I turn a quotation into an invoice?
Yes. Change the document type to Invoice in the editor. Your company details, customer and items are kept.
Is a quotation the same as an estimate?
They are often used interchangeably. You can change the heading to "Estimate" if you prefer.