How to Write a Quotation – Step-by-Step Guide | ComTools

How to write a quotation: structure, line items, payment terms, validity and legal notes. Free AI tool to draft your first quote in minutes.

Quotation structure

Header (quote no., dates), parties (issuer/client), scope summary, itemized table, subtotal/tax/discount/total, payment terms, validity, assumptions and exclusions.

Writing tips

Be specific on deliverables, use measurable units, state revision limits, include deposit and milestone payments, add disclaimer that prices are subject to final confirmation.

5-minute workflow with AI

Pick template → describe project in AI tab → review line items → add company details → export Excel or PDF → send. Use Refine for follow-up changes.

FAQ

QHow long should a quotation be valid?

30 days is common for services; construction may use 7–14 days due to material volatility.

QShould I include tax?

State clearly whether prices are tax-inclusive or plus tax, and show tax rate on the document.