Document guides / Quote

The quote: a fixed price you stand behind.

A quote commits you to a price for a defined piece of work. Use it when the scope is clear enough that you are willing to say "this is exactly what it costs."

No account needed for the free version.

When you would use a quote.

A fixed-scope job

Replace one water heater, install two outlets, repaint one room. The work is known.

Competing bids

A firm number is easy to compare and easy to say yes to.

Repeat or routine work

You have done it a hundred times and know what it costs.

The client wants certainty

Some clients will pay a fixed price over a lower, open-ended estimate.

Top to bottom, what the page shows.

This is the order a client reads it in, and the same sections AeroInvoice puts on a quote.

  1. Who and where

    Your business, the client and the job site.

  2. Valid until

    How long the price holds.

  3. Line items

    What is included, priced line by line.

  4. Totals

    Subtotal, discount, tax and the quoted price, which is the headline.

  5. Deposit and schedule

    What is due to start and when the rest is billed.

  6. Notes and terms

    Exclusions and what happens if the scope changes.

  7. Signature

    A line for the client to accept.

Number prefix
QTE
Signed by
The client signs "Accepted by client".

Tips

  • Spell out what changes the price. Hidden rock under the patio is a change order, not your loss.
  • Keep the validity short on materials that move in price.

Good to know.

When should I quote instead of estimate?
Quote when the scope is fixed and you will honor the number. Estimate when quantities may change once work begins.

Make your quote in minutes.

Try the free version with no account, or start free to send it to a client as a link.