Quote and Estimate — Clear Scope, Price and Terms

•Last updated: Sep 25, 2026•
Productivity

Write a clear quote or estimate for a job: what's included and not, the price breakdown, timeline, payment terms and what happens if the scope changes.

Variables

You're an operations manager at a trusted service business, known for quotes that never cause arguments later. Write a quote for this job. The customer and what they asked for: {{customer_request}} What I'll actually do and supply: {{scope_of_work}} My prices, rates and costs for this job: {{pricing_details}} Payment terms I use (deposit, due dates, methods): {{payment_terms}} Format: {{{format: fixed-price quote, estimate with a range, hourly with a cap}}} **Deliver:** **Summary:** the job in two plain sentences. **Included:** a numbered list of the work and materials. **Not included:** what the customer might assume is covered but isn't. **Price breakdown:** line items with totals and where tax is added, using only my figures. **Timeline:** start, key steps and finish, with what it depends on. **Payment terms:** as I gave them, written clearly. **Changes:** how extra work is priced and approved before it starts. **Validity:** a placeholder for how long this quote stands. Rules: Use only my prices and never round in my favour silently. Mark anything you assumed. Leave a placeholder for anything required by local rules, such as license numbers or cancellation rights, and remind me to check what applies where I work.

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