How to Create a Professional Quotation

A well-formatted quotation can be the difference between winning and losing a deal. Here's how to make yours stand out.

1. Lead with your branding

Add your logo and business details at the top so the document feels official from the first glance.

2. Be specific about scope

Use the description field for each item to be precise about exactly what's included — this avoids scope disputes later.

3. Set a clear validity period

Add a "Valid Until" date so your prospect knows the pricing may change after that point, encouraging a timely decision.

4. Include your terms

State your payment terms, any advance payment required, and your standard terms and conditions clearly.

5. Make it easy to accept

Share your quotation as a PDF or on WhatsApp so your prospect can review and respond quickly.

Create yours with our free quotation generator — complete with GST support and six professional templates.