Unlike its form, the content of a quotation is strictly regulated by law. You must include several items of information. Download a template for inspiration, or draw up your own document to suit your needs. Be sure to include the legal status of your structure, as well as :
- the date of issue,
- name and address,
- individual VAT identification number,
- the customer's name and address.
The wording of each service or item, the start date and the duration of the service are essential to obtain a valid quotation. The same applies to the price of labor, travel expenses, and the quantity and unit price of the goods or services requested by the customer.
Don't forget to include the terms of delivery, payment and performance of the contract, as well as the amount to be paid before and after tax, including VAT. This will make it easier for you to draw up an invoice if the customer accepts your quotation.
Merchants are required to include their RCS number and the name of the town in which their registry office is located on their quotations. Craftsmen, on the other hand, are required to include their Répertoire des métiers number.
The absence of any of these compulsory details is punishable by a fine of up to 1,500 euros.
The first step in drawing up a good quotation is to study the customer's needs in advance, in order to put a precise figure on his request. Although important, price estimation must be carried out with care.
Payment by the hour or by the day, estimate of working time, nature of the service... The content of the estimate should be very detailed in anticipation of the invoice associated with the proposed service. You also need to be as transparent as possible, because the estimate is the first step towards invoicing for your services.
Quotation templates can help you draw up your document free of charge. We recommend that you download several versions in PDF or Word format and select the template that converts best!
Microsoft offers free, high-quality quotation templates for businesses and contractors. These templates are easy to use and customize, allowing you to create professional quotations in minutes. They are designed to suit different types of businesses and projects, and are available in many different formats. Microsoft's quotation templates are an excellent choice for contractors looking to improve the appearance of their quotations and save time in their creation.
On the other hand, Excel software offers a complete solution for creating quotations, thanks to its spreadsheet formulas. Unlike quotation templates, it is possible to automate price estimation. However, depending on your activities, it may be preferable to use an invoicing software package.
Thanks to this tool's professional management service, you'll be able to draw up your quotes and invoices online from the same interface! The design, company details and estimated quantity of products are all taken into account.
The best professional invoicing software offers advanced customization options for both quotes and invoices. In addition to managing your accounts, you'll be able to offer free, high-quality quotations to keep your customers' attention.
Written by our expert Editorial staff
January 17, 2023
