Quotation with Terms

A ready-to-use quotation for goods, services or both – for example building or installation work, a design project, an event or equipment supply. It sets out what is and is not included, the price with VAT shown clearly, payment stages, timescales and how long the price is held, and includes an acceptance form and quotation terms so that a binding contract on your terms is formed when the customer accepts.

• Whenever a customer asks for a fixed price before they commit
• For one-off jobs and projects, for business or consumer customers
• In place of an informal email quote, which often leaves out key terms such as exclusions and payment stages

• Fill in your business details, the customer’s details and the quote number and dates
• Describe the scope clearly in section 2, and list assumptions and exclusions in section 4 – most disputes arise here
• Complete the price table and payment stages, and check VAT is shown correctly for the type of customer
• Send it as a PDF and keep a copy; when the customer signs and returns the acceptance form, a contract is formed