What to Include on a Professional Quote

A complete quote has 10 elements: business details, client details, quote number, issue date, validity period, itemised line items, fixed total, payment terms, scope and exclusions, and acceptance language. This guide explains each field, optional additions that add value, what to leave out, and the differences between a quote and an invoice.

Frequently Asked Questions

Is a quote without a date legally valid?

Technically yes, but it's a problem. Without an issue date, the validity period has no anchor.

Do I need to include payment terms on every quote?

Yes. Without them, the client may assume favourable terms (Net 60, no deposit) you wouldn't have agreed to.

Should the quote include taxes or be tax-exclusive?

Show the breakdown: subtotal pre-tax, tax line, total inclusive of tax. Both numbers visible.

How specific should the scope on a quote be?

Specific enough that you and the client can agree on what's done vs not done. Specific scope prevents the most common dispute.

Open InvoiceSprout →

v68