Quotes
Quotes where the numbers cannot be wrong.
A quote is a commitment: once the client accepts it you are usually bound to that price for that scope. So it has to be fast and it has to be right. Hand over the job details and it comes back priced from your own price list, the same afternoon.
What it has to contain
The parts that decide whether it works.
- An itemised scope, so what was included is never a matter of memory.
- An expiry date. The most commonly omitted field in the whole category, and the one that protects you when your costs move.
- Payment terms and deposit, on the quote rather than discovered at invoice time.
- Tax treatment stated explicitly, inclusive or exclusive. The dispute is never about the rate.
- Totals that add up, including volume tiers, optional lines and discounts.
Worth knowing
Every figure is calculated by code from your catalog. The model writes the prose and the structure, and never produces a number. A quote you accepted with a wrong total is not a typo, it is a price you now have to honour or argue about.
Change a rate in your catalog and quotes you have already issued keep the price they went out at, which is the behaviour you want and not always the behaviour you get.
Describe the deal. Get one back ready to sign.
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