Template of the Quote

Your business details – company name, registered office address, contact details, and VAT registration number (if applicable).
Customer details – full name, address, and contact information.
Quote number – a unique identifier for tracking and referencing the quotation.
Issue date – the date the quote is created.
Expiry date – the date until which the quote is valid (commonly 30 days).
Description – detailed breakdown of goods or services offered.
Unit price, quantity, and total amount – clearly showing calculations.
VAT – shown separately if your business is VAT-registered.
Grand total – the full amount payable if the quote is accepted.

Payment terms – method of payment, due dates, and deposits if required.
Delivery or completion timeframe – estimated dates for supply of goods or services.
Purchase Order (P.O.) reference – if provided by the customer.
Accreditations or licences – relevant industry memberships or certifications (common in trades such as construction).

Providing transparency – offers customers a clear view of costs, terms, and timelines before any commitment.
Formalising an offer – once signed, the quotation can serve as a legally binding agreement.
Building trust – a well-structured quote demonstrates professionalism and reliability.
Supporting decision-making – helps customers with internal approvals and budgeting.
Clarifying responsibilities – sets expectations for delivery, payment, and scope of work.