Quote

What is a quote?

A quote is a formal document stating a fixed price for a defined scope of work. Unlike an estimate, a quote is a commitment—you're agreeing to do the work for that exact amount if the client accepts within the validity period. Quotes give clients price certainty and protect both parties by clearly defining expectations.

What should a quote include?

A professional quote typically includes:

• Your business details — Name, contact information, license number
• Client details — Name, address, contact information
• Quote number and date — For tracking and reference
• Detailed scope of work — Exactly what's included
• Exclusions — What's specifically not included
• Fixed price — The total you're committing to
• Validity period — How long the quote is good for (e.g., 30 days)
• Payment terms — When and how payment is expected
• Terms and conditions — Change order process, warranties, etc.

Quote vs. estimate vs. invoice

An estimate is an approximate cost that can change. A quote is a fixed price commitment. An invoice is a request for payment after work is done. The typical flow: estimate first (if scope is unclear), then quote (once scope is defined), then invoice (after work is complete).

When to use a quote

Provide a quote when you fully understand the scope, can accurately price the work, and are ready to commit to that price. Quotes work best for well-defined projects with clear deliverables. For work with significant unknowns, start with an estimate instead.