Start with the client and scope
A good quotation should clearly state who it is for, what work is included, and what assumptions or boundaries apply. This keeps the quote useful when it later becomes an invoice.
Billing guide
How to write a quotation
A practical checklist for writing a service quotation with client details, scope, line items, validity date, terms, and acceptance space.
Break down the price
Use line items, quantities, rates, tax, discounts, and totals so the client can see how the amount is built. Avoid hiding the whole project behind one vague number.
Add validity and acceptance terms
A validity date, scope notes, terms, and signature area make it easier to confirm what the client is accepting before billing starts.
Short answers
What should a quotation include?
A quotation should include client details, quotation number, issue date, scope, line items, price, tax, discount, validity date, terms, and acceptance details.
Does a quotation need a signature?
Not always, but a signature or acceptance block can make service work clearer when the quote represents an agreed scope.
Can I reuse quotation details for an invoice?
Yes. Invofolio can carry quotation details into invoice workflows so users do not need to retype the same client, project, and line items.