How to create a quote for a client in 8 easy steps
Now that you have an idea of what your quote should look like, it’s time to create your own winning quote for a job.
1. Choose a professional quote template
A professional quote layout and design is one of the first steps of building trust with your clients. A digital, easily repeatable template shows your clients you’re running a serious business. No messy hand-written quotes here!
Your quote template should include your business name and/or company logo at the top of the page, usually left-aligned.
You should also include the word “quote” at the top of your page, that way it’s immediately obvious what the document is about.
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Pro Tip: Use quoting software or our free estimate template to easily add your brand colors to your quote layout. This makes it more memorable to clients and it helps establish your brand. You can also customize all of the elements you want to show or hide on your estimates.
There are many options to customize your quote template in Jobber.
2. Enter your quote number
Similar to an invoice number, a quote number is a unique, sequential number you assign to each of the quotes you send to clients. Quote numbers make it easy for you to keep track of your quotes and organize them in your CRM.
Your quotation number should be clearly visible at the top of your estimate so it’s easy to spot. Here’s what else you need to know:
- They can be alphanumeric, including both letters and numbers (no special characters or symbols)
- Usually between 3-5 digits long, depending on how you organize your quotes
- May also include a client’s name or initials
Example of a quote number, with a quote date and quote total.
3. Add your customer information
Next up it’s time to add your customer information to the quote. This includes their name and address. You can include their phone or email address here, too.
4. Add your business and contact information
Make sure your contact information is clear, accurate, and easy to find on your quote. If your client has any questions, they need to be able to quickly get your contact information so they can get in touch.
This information should include your:
- Business name and logo
- Phone number
- Email address
- Fax number, if applicable
Pro Tip: You can automate inputting your contact information on quotes when you use a quote template or job quoting software.
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5. Add the date of issue
The date of issue is the day you sent your quote to the client. This is important because it’ll be your record of when the quote was sent.
You should also include a timeframe for how long the quote is valid for. Supplier prices, seasonal demand, and worker availability fluctuate — so does your pricing.
In order to ensure an accurate and profitable price, make sure you give the quote an expiry date. It’s usually within 14-30 days, with 30 days being the most common.
6. Enter an itemized list of your products and/or services
List each product or service you’ll provide and their associated costs. This is known as writing an itemized quote.
Include a brief but detailed description of the items as well as quantities, unit price, and total price per item (if applicable). This is where you demonstrate your value as a service provider.Remember: a good quote should help your customers understand exactly what you’re providing and what they’re getting in return.
You should also include anything on the quote that won’t be included in the cost of the job. For example, if you are quoting a job for a kitchen renovation and charge a fee for demolition, you should mention that in the quote.
Pro Tip: Another way to make your quotes stand out from the competition is by adding images and optional packages as line items. You can do this using quote management software with Jobber. Customize your quotes with the details of the work along with images of your products and services, or photos taken at the on-site assessment.
Example of an itemized quote with optional add-ons made in Jobber.
In this example, clients can select the optional add-ons or premiums that fit their needs. It also means you can upsell your services (service businesses that include add-ons see a 35% average increase in revenue).
By including pictures in our quotes, our customers can easily identify which service we’re talking about as well as know what to expect from us.
It eases their concerns because it shows we’re being totally transparent and forthcoming in our bidding process and makes us stand out from the other 5 bids they got.
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7. Specify your quote terms and conditions
A quote isn’t complete without terms and conditions. This is where you lay out the responsibilities of both you and your customer. A clear estimate disclaimer helps you avoid any client disputes along the way and sets expectations from the start.
Quote terms and conditions can include:
- Payment terms. This can include whether or not you require a deposit upfront, the various payment methods you accept (check or credit card), and when you expect to be paid.
- Additional work costs. If there is any additional work in the project, you can protect your business from missing out on payment by including additional work costs in your terms and conditions.
- Unforeseen changes to the project. This is especially important for businesses that work outside and rely on good weather conditions to get the job done.
8. Include any notes or additional details
After you’ve included the essential information above, make sure to add any extra notes, such as:
- If there is a discount to the price (i.e. if you are applying a seasonal or referral discount)
- A signature section
- A note thanking them for their business