What Is a Quote?
A quote is a document that proposes pricing and scope before work starts. It tells the customer what will be delivered, what it will cost, and how long the price is valid. Quotes are important because they protect both sides from misunderstandings and set a clear expectation.
Even simple details like the quote number, date, and expiry date are crucial. They help you track which quote is the latest version and when it is no longer valid.
Data You Need for a Quote
- Company details: name, address, email, phone.
- Quote number: unique identifier.
- Quote date and expiry date: when the price is valid until.
- Client details: customer name and address.
- Line items: description, quantity, unit price.
- Sub-total, tax, total: payment breakdown.
- Terms: assumptions, delivery time, payment terms.
Example Quote Data Grid
| Item | Description | Qty | Unit Price | Line Total |
|---|---|---|---|---|
| 1 | Mobile App UI Design | 1 | $2,400.00 | $2,400.00 |
| 2 | Prototype & User Flows | 1 | $850.00 | $850.00 |
| 3 | Design Handoff Support | 6 | $120.00 | $720.00 |
Create a Quote and Refresh the Document
Edit the data below and click Refresh document to update the quote preview.
| Description | Qty | Unit Price |
|---|---|---|
Quote Preview
Vertex Creative Lab
10 Long Street, Johannesburg
QUOTE
Prepared For
Skybridge Retail
222 High Street, Pretoria
| Description | Qty | Unit Price | Line Total |
|---|
Sub-total$0.00
Tax (15%)$0.00
Total$0.00
Terms
Pricing valid for 30 days. Delivery in 4 weeks after approval.
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