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Quotation Tips
1. Scope of Work & Deliverables
- Clearly define the list of goods, services, and tasks included in the estimate to align expectations with the client.
- Specify any exclusions to prevent scope creep and disputes regarding unfinished work.
2. Validity Periods
- Always include an expiration date or validity period (e.g., Valid for 30 days) to protect your business against cost fluctuations.
- This encourages clients to make decisions quickly and protects you from honoring outdated pricing.
3. Deposit & Payment Milestones
- Outline initial deposit percentages (e.g., 50% upfront) and payment milestones linked to project stages.
- Clear terms ensure healthy project cash flow and establish commitment before work begins.
Frequently Asked Questions
Does the quotation maker support taxes and discounts?
Yes, you can easily toggle VAT/tax rates, apply discounts, and let the system compute totals automatically.
Can I save quotation templates for future use?
Yes, you can save your settings and drafts locally to your browser's LocalStorage and load them anytime.
Is there any limit to the number of quotations I can create?
No, there are no limits. You can generate as many quotations as you need completely free of charge.