What Should Be Included in a Business Quotation?
The purpose of a quotation is not only to state a total price. It should explain what that price covers so both sides understand the scope and commercial conditions.
Quotation identity and date
A unique quotation number and issue date make the document easier to track. If you use a validity period, state clearly when the offer expires.
Customer and job details
Keep customer identity and job description distinct. A short but specific subject helps the customer connect the document to the correct project later.
Product and service details
The core fields are item name, quantity, unit, and unit price. Labor, transport, installation, or other services can be separated into their own line items where useful.
- Product or service name
- Description or model
- Quantity and unit
- Unit price
- Line total
Commercial terms
Payment terms, delivery timing, warranty, quotation validity, and exclusions should be stated clearly when they matter to the project.