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Quote checklist

Check what a quote should list before you send it.

A short name so the printed list is easy to tell apart.

Tick this when the client name is on your quote.

Tick this when the quote says what you will do.

Tick this when the price is written on the quote.

Tick this when the quote says what the price covers.

Tick this when the quote says what is left out.

Tick this when the quote gives a start or a finish.

Tick this when the quote says how and when they pay.

Tick this when the quote says the price end date.

Tick this when your phone or email is on the quote.

Result

Quote checklist

Who the quote is for
No
The work you will do
No
The price
No
What is included
No
What is not included
No
When the work happens
No
How they pay
No
How long the price lasts
No
How to reach you
No

Items ticked

0 of 9

0 of 9 are ticked for this job. 9 are still open.

Some items are still open. Tick them when they are on the quote.

Ticked
0
Still open
9
Job
this job

Each tick counts as one item done.

Print uses your browser. You can choose Save as PDF there.

Estimate for planning only. This is not tax, legal, accounting or financial advice. Results depend on the figures you enter. Check all numbers, rates and rules with the official source or a qualified professional before relying on them.

How this works and common questions

About this tool

Use this list before you write a quote. Tick what you already have. The count shows what is still open. It does not write the quote for you.

How it works

Each box is one part of a quote. A tick counts as done. The result is how many of the nine parts you ticked. Print or copy the list if you want to keep it.

Rules

Blank boxes stay open. The job name is optional and only labels the list. This page does not check that a price is fair, and it does not send anything.

Questions

What does this checklist include?

Who it is for, the work, the price, what is in and out, timing, payment, how long the price lasts, and how to reach you.

Does this write the quote?

No. It only shows what is still missing. You write the quote in your own words.

Is the list saved?

No. Print or copy it if you want to keep it. Nothing is sent.

Do I need an account?

No. The tools work without one. You only need to sign in to save your work.

Is what I type saved?

No. Nothing is saved unless you sign in and choose Save. Otherwise it stays on the page.

Do you show ads or sell my information?

No. We show no ads and we do not sell your information.

Is this tax or legal advice?

No. Results are estimates for planning. Check rates and rules with the official source or a qualified professional.

Sign in to save this. Your entries stay on screen.

Estimate for planning only. This is not tax, legal, accounting or financial advice. Results depend on the figures you enter. Check all numbers, rates and rules with the official source or a qualified professional before relying on them.