Method
A quotation that converts lets a buyer see in one minute: who is offering, what is offered, the price, and how long it is valid. Lock a template, fill this job’s data, let formulas total it, then export PDF.
Recommended structure
- Title and quote number
- Seller, buyer, date, validity
- Lines: name, spec, qty, unit price, line total
- Summary: discount, tax, shipping, grand total
- Lead time, payment, warranty, notes
- Contact and next step
Writing steps
- Confirm specs and quantities with the buyer
- State whether prices include tax or freight
- Calculate with formulas—never type the grand total by hand
- Give a calendar validity date
- Read it as the buyer: is there one clear total?
Common mistakes
- Line totals do not match the grand total
- No validity date
- Sending an editable Word or Excel file
- Calling a quote an invoice, or omitting the buyer name
In Quotely: pick a preset, set formulas, fill the job, export PDF or share a link. See the tutorial for screenshots.