What should a service quotation include?

Include the client, scope, line-item pricing, currency, tax treatment, timing, validity, exclusions, payment milestones, and acceptance method.

How long should a quotation remain valid?

Choose a validity period that reflects price volatility and scheduling capacity, then show a specific valid-until date.

How should optional services appear on a quotation?

Separate optional work from the base scope so the client can clearly see the core total and the price of each alternative.

Quotation Templates for Service Businesses: Examples and Checklist

Structure quotations for consulting, repairs, construction, events, creative work and recurring services with clear scope, pricing and approval terms.

What this guide covers

Structure scope around the cost drivers for each service
Make assumptions, exclusions and additional approvals visible
Check validity, timing, currency, tax, milestones and acceptance