Anyone looking for a quote example usually wants two things: which parts belong in it, and how to word them. Below is the structure, with a fictional example from a painter.
The structure
- Header: company name, address, registration and VAT numbers, quote number, date and validity.
- Customer: the customer's name and address, plus the place where the work happens.
- Subject: one sentence. For example: *Exterior painting, 12 Village Street*.
- Summary: what did you hear? *You would like the window frames and fascia boards painted in spring, in the colour we chose together.*
- Lines: description, quantity, unit, price. For example *Sand, prime and finish window frames, 14 pieces*.
- Total: amount excluding VAT, VAT, and amount including VAT.
- Terms: planning, payment term, what is not included and your conditions.
- Next step: *Happy with it? Then I will agree a start date with you.*
What makes or breaks a quote
- A summary at the top. The customer sees you listened.
- Clear lines. Five clear lines beat one amount without explanation.
- What is not included. It prevents arguments afterwards.
- A concrete next step. A quote without an action just sits there.
With Dealnote the summary comes from the conversation and the lines come from your own products and prices. You only review. Try it free.