What a quotation should show
Include a quotation number and date, customer details, products or services, quantity, proposed price, applicable tax indication, validity period, delivery assumptions and important terms.
BUSINESS DOCUMENT FORMAT
Professional Quotation Format
A quotation explains a proposed price before the customer accepts the sale. It should be clear without being mistaken for a completed tax invoice.
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✓ Quotation number and validity
✓ Customer and item details
✓ Price, tax indication and totals
From proposal to confirmed sale
After acceptance, convert the agreed details through an explicit invoice workflow rather than treating the quotation itself as proof of payment or completed supply.
Quotation number and validity
Customer and item details
Price, tax indication and totals
Delivery and payment terms
COMMON QUESTIONS
Clear before you act
Is a quotation a tax invoice?＋
No. It is generally a proposal and should not be represented as a completed sale invoice.
Can prices change after validity ends?＋
The validity and commercial terms should explain when the quoted price may be reviewed.
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