How to Create and Write a Professional Quotation for Your Clients

May 19, 2025

📄 Whether you're a freelancer, service provider, or small business owner, sending a well-written quotation can make all the difference in landing a client or closing a deal.

In this blog post, we’ll walk you through:

  • ✅ What a quotation(short form: Quote) is
  • ✍️ How to write a quotation professionally
  • 🛠️ How to create a quotation using EasyGoInvoice
  • 📌 Tips to stand out and look trustworthy

What Is a Quotation?

A quotation (or quote) is a formal document you send to a potential client detailing your pricing, services, and terms before starting a project or sale.

Unlike an invoice, a quote is not a demand for payment — it’s a proposal that outlines what the client can expect to pay and what they’ll receive in return.


Why Send a Quotation?

  • Builds trust and transparency
  • Helps avoid misunderstandings about scope and cost
  • Makes you look professional and organized
  • Often required by clients before approving work

How to Write a Professional Quotation

Here’s what every effective quote should include:

1. Your Business Details

Include your name or business name, logo, address, phone number, and email.

2. Client Information

Include the client’s name, business (if applicable), and contact info.

3. Quotation Number and Date

Track your quotes with unique numbers and include the date of issue.

4. Service/Product Description

List the services or products with:

  • Clear descriptions
  • Quantity or hours
  • Unit prices
  • Line totals

5. Subtotal, Tax, and Total

Show the breakdown with subtotal, applicable tax (e.g., GST/VAT), and final total.

6. Terms & Conditions

Include:

  • Payment terms (e.g., 50% upfront, balance after delivery). Reference:How to write effective payment terms
  • Validity period of the quote (e.g., "Valid for 14 days")
  • Delivery timelines or scope boundaries

7. Signature or Approval Field

Allow space for the client to sign or confirm acceptance, especially for offline quotes.


Real Example of a Quotation

Quotation No: 0045
Date: May 12, 2025
Client: Aaron Technologies Pvt Ltd

Description:

  • Website design and development (up to 5 pages) — ₹30,000
  • 1 Year Hosting + Domain — ₹5,000

Subtotal: ₹35,000
Tax (18% GST): ₹6,300
Total: ₹41,300

Payment Terms: 50% upfront, balance upon final delivery. Quote valid for 15 days.

We appreciate your consideration and look forward to working together!


How to Create a Quotation with EasyGoInvoice 🧾

With EasyGoInvoice, you can create a professional-looking quote in just minutes — without creating an account.

✨ Steps:

  1. Visit easygoinvoice.com
  2. Click on “+” to create a new document
  3. Choose Quotation from the document type dropdown
  4. Enter your business and client details
  5. Add services/products, prices, tax, and total
  6. Customize notes, payment terms, and upload your logo
  7. Download the PDF or save it in your browser’s History tab for easy access later

Tips for Writing Better Quotes That Get Accepted

  • Be clear & specific: Avoid vague descriptions
  • Use professional formatting: Consistent fonts, branding, and layout matter
  • Respond quickly: Send quotes within 24 hours of inquiry
  • Follow up: A polite reminder can boost acceptance rates

Final Thoughts

A good quote doesn’t just list prices — it communicates value, sets expectations, and builds trust. By crafting professional, well-structured quotations, you increase your chances of turning inquiries into paying clients.

Start creating better, faster, and cleaner quotes today with EasyGoInvoice — no signup, no hassle.


📬 Questions or feedback? Email us at support@easygoinvoice.com. We’re always happy to help!