What a quotation should include
A quotation is a formal offer of price before any work begins. To be clear and trustworthy, it should carry a few essentials:
- Your business name, logo and contact details.
- The client's name and a unique quote number.
- Issue date and a validity period, such as valid for 30 days.
- An itemised list of goods or services with quantities and unit prices.
- Subtotal, taxes, discounts and the final total.
- Terms, payment expectations and any assumptions or exclusions.
Quote vs invoice vs proforma
A quotation proposes a price and is not a demand for payment. A proforma is a provisional bill sent before delivery, often for approval or advance payment. An invoice is the final request for payment once goods or services are delivered. Using the right document at the right stage avoids confusion and disputes.
Turn an approved quote into an invoice
In Invoice Max Pro you build a quotation from saved templates and starred products, then send it for approval. Once the client accepts, convert it to an invoice in one step, with all lines and totals carried across. Because the app is offline-first, you can prepare quotes on site and sync them later.