What to Include in a Quote: A Comprehensive Checklist

The Ultimate Quote Checklist

Use this checklist to ensure that you include all the necessary information in your quotes.

• [ ] Your Business Information

  This may seem obvious, but it’s important to include all of your business information on every quote you send.

  • Company Name: The legal name of your business.
  • Company Logo: Your company logo helps to reinforce your brand.
  • Address: Your physical business address.
  • Phone Number: Your business phone number.
  • Email Address: Your business email address.
• [ ] Client’s Information

  Personalize your quote by including the client’s information.

  • Client Name: The name of the person or company you are sending the quote to.
  • Address: The client’s address.
  • Phone Number: The client’s phone number.
  • Email Address: The client’s email address.
• [ ] The Basics

  These are the basic administrative details that every quote should include.

  • Quote Number: A unique identification number for easy tracking.
  • Date of Issue: The date the quote is sent.
  • Expiration Date: The date the quote expires (e.g., “Valid for 30 days”).
• [ ] A Detailed Breakdown of Goods or Services

  This is the heart of your quote. It’s where you outline exactly what you will be providing to the client.

  • Itemized List: A detailed list of all the goods or services you will be providing.
  • Clear Descriptions: A clear and concise description of each item.
  • Quantities: The quantity of each item.
  • Unit Prices: The price of each item.
  • Total Price Per Item: The total price for each line item.
• [ ] The Total Cost

  This is the bottom line. It’s the total amount that the client will be expected to pay.

  • Subtotal: The total cost of all the goods or services before taxes and discounts.
  • Taxes: Any applicable taxes.
  • Discounts: Any discounts you are offering.
  • Grand Total: The final price, including all taxes and discounts.
• [ ] Terms and Conditions

  This section outlines the rules of the engagement and protects both you and the client.

  • Payment Terms: When payment is due (e.g., upon acceptance, upon completion, 50% upfront).
  • Payment Methods: The payment methods you accept.
  • Project Timeline: An estimated start and completion date.
  • Scope of Work: A detailed description of what is included in the job and what is not.
  • Warranties or Guarantees: Any warranties or guarantees you offer on your work or materials.
• [ ] A Professional Closing

  End your quote with a professional closing.

  • Signature Line: A space for the client to sign and date the quote, indicating their acceptance.
  • Call to Action: A clear call to action that encourages the client to accept the quote.
  • Thank You Note: A brief thank you note to the client for the opportunity to quote.