๐ฌ General
Give clients a fixed-price quote: itemized, professional, and ready to approve into a job.
No credit card required. Approve an estimate straight into an invoice, free.
What to include
๐ฒ
A quote is a firm price, so spell out exactly what that price includes. Unlike an estimate, the client expects this number to hold, so scope precision matters.
๐
State how long the quoted price is guaranteed. This protects you from honoring an old price months later and nudges the client to decide.
๐งพ
List each service or product with its price. Even on a fixed quote, the breakdown builds trust and makes the value obvious.
โ๏ธ
Note how the client accepts and what happens next. A quote that is easy to say yes to converts more jobs.
Pro tips
Be precise about scope on a quote, because the price is fixed, anything you miss comes out of your margin.
Add a valid-until date so a quoted price can never be held against you months later.
Quote a single clear price for the job where you can; clients find fixed quotes easier to approve than hourly estimates.
List exclusions explicitly so out-of-scope requests become a new quote, not a free add-on.
Send quotes fast, the first professional quote a client receives often wins the job.
FAQs
A quote is a document stating a fixed price a business will charge for specific work. Unlike an estimate (an approximate figure), a quote is a firm offer the client can accept, and the price is expected to hold for the stated validity period.
A quote is a fixed, firm price; an estimate is an approximate projection that may change. Use a quote when you can commit to a price, and an estimate when costs depend on variables like material prices or hours.
A quote should include your business and client details, a quote number, the date and valid-until date, itemized services or products with fixed prices, the total, any exclusions, and how the client accepts.
Most businesses make quotes valid for 14 to 30 days. The window should be long enough for the client to decide but short enough that your costs (materials, labor rates) are unlikely to change before the work starts.
Use this template free
Approve straight into an invoice.
Prepared For
Maplewood Offices
facilities@maplewood.com
Notes
Fixed-price quote, valid for 14 days. Price guaranteed if approved within the validity window.
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