1. Lock the scope
Ask what is included, quantities, deadlines, and extras. Vague scope becomes a price fight later.
2. Make line items obvious
Name, short description, unit, quantity, unit price, tax. The client should see how the total is built.
3. Add commercial terms
- Validity date
- Payment method / due terms
- Delivery or project duration
- Out-of-scope notes
4. Present and track
Use a branded PDF. A share link beats a silent email attachment. Create one in the quote builder.
FAQ
How do you write a professional quote?
Confirm the scope, list transparent line items, add tax and validity, use a clean PDF, and track whether the client opened it.