How to Send a Project Quotation to a Client (Step-by-Step)

Contexte éditorial : cet article fait partie de notre série pratique sur la facturation des indépendants. Les recommandations sont à adapter selon votre pays, votre régime et le type de client.

What is a project quotation?

A project quotation (also called a quote, estimate, or proposal) is a formal document you send to a prospective client that outlines:

• What work you will deliver
• How much it will cost
• How long it will take
• What is — and isn't — included
• How long the quote is valid
• Your payment terms

A quotation is not a contract — but an accepted quotation becomes the basis of one. That's why precision matters. A vague quote leads to scope creep, disputes, and unpaid work.

Before you write the quotation: what to confirm first

The most common mistake freelancers and small businesses make is sending a quote before they fully understand what the client needs. Before you write a single line item, confirm:

• Project scope — what exactly is the deliverable? One landing page or a full website? A logo or a complete brand identity?
• Timeline — when does the client need it? Are there hard deadlines or milestones?
• Revision rounds — how many rounds of changes are included? Unlimited revisions are a path to losing money.
• Usage rights (for creative work) — is this work for internal use, commercial use, or resale? Rights affect pricing.
• Who approves the work — is your contact the decision-maker, or does the quote need to go through an approval chain?
• Budget range — not always possible to ask directly, but knowing whether a client has £500 or £5,000 in mind saves everyone time.

A 15-minute scoping call before writing the quote pays dividends. It means your quote is tailored — not a generic price list — and clients respond better to quotes that reflect their specific situation.

How to structure a project quotation

A professional project quotation has a clear, predictable structure. Here's what to include, in order:

1. Your business details

Your name or company name, address, email, phone number, and any registration numbers (VAT number, company registration, ABN, etc.) required in your country. This makes the quote a legal document, not just a price suggestion.

2. Client details

The client's full name or company name and their billing address. If you're quoting to a large company, include the name of your contact and their department. This ensures the right person receives it and can process it internally.

3. Quote number and date

Give every quote a unique reference number (e.g. QUO-0012). This makes follow-ups unambiguous — you're both referring to the same document. Include the date the quote was prepared.

4. Validity period

State how long this quote is valid. Standard is 14 or 30 days. After that, prices may change — especially if material costs, exchange rates, or your workload has shifted. A validity period also creates gentle urgency without pressure tactics.

5. Project summary

Two to four sentences describing the project in your own words. This shows the client you understood their brief — and gives you something to refer back to if scope is disputed later. "This quote covers the design and development of a 5-page website as discussed on [date], including a homepage, about page, services page, contact page, and blog listing page."

6. Line items

Break down the cost into specific deliverables — not one lump sum. Line items build trust (clients can see what they're paying for) and protect you (if the client removes a deliverable, they understand the price changes accordingly).

For each line item, include:

• Description of the deliverable or service
• Quantity (hours, days, units, or 1 for a fixed-price item)
• Rate (per hour, per day, or per unit)
• Line total

7. Subtotal, tax, and total

Show the subtotal before tax, the tax amount (VAT, GST, or applicable rate) as a separate line, and the grand total. In many countries this breakdown is legally required. Even where it isn't, it's professional practice.

8. Payment terms

State when payment is due and how it should be made. Common structures for project work:

• 50% upfront, 50% on completion
• 30% deposit, 30% at midpoint milestone, 40% on delivery
• Full payment on completion for smaller projects
• Monthly retainer for ongoing work

Include your bank details, PayPal, or payment link here so the client can act immediately when they accept.

9. What's not included

This is the section most freelancers skip — and the source of most disputes. Explicitly state what is excluded: "This quote does not include copywriting, stock photography licensing, hosting costs, or more than two revision rounds."

10. Notes and next steps

Close with a clear call to action. "To accept this quote, please reply to this email or sign and return the attached document. Work begins once a 50% deposit is received." Clear next steps reduce the time between quote and decision.

Writing line items that win work

Line items are where many quotes either win or lose the job. Here's how to write them well:

Be specific, not vague

Bad: "Design work — £800"
Good: "Brand identity design — primary logo (3 concepts, 2 revision rounds), brand colour palette, typography guide — £800"

Specific line items show expertise and professionalism. Vague lump sums create doubt.

Separate time from deliverables

For time-based work, show hours × rate = total. For project-based work, show the deliverable and a fixed price. Mixing the two without explanation confuses clients.

Group related items

If you're quoting a multi-phase project, group line items by phase: Discovery & Strategy, Design, Development, Testing & Launch. This helps the client understand the flow of work and makes it easier to discuss adjusting scope without re-quoting everything.

Add optional line items

Include a clearly marked optional section for add-ons the client might want: "Optional: SEO optimisation package — £350". This gives the client a way to expand the scope on their own terms — and often they do.

How to send the project quotation

Choose the right format

Send your quotation as a PDF. Not a Word document the client might accidentally edit. Not a link to a Google Sheet. A PDF is professional, consistent across all devices, and preserves your formatting exactly as intended. Generate it from a dedicated quoting tool for the cleanest result.

Write a clear covering email

Don't just attach the PDF and hit send. Write a short covering email that:

• References your conversation ("Further to our call on [date]...")
• Summarises what's included in one sentence
• States the total and validity period
• Explains the next step clearly
• Invites questions

Example covering email:

"Hi [Name], thanks for the call — it was great to learn more about the project. Please find attached your quotation for the website redesign (5 pages, as discussed). Total: £2,400 + VAT, valid for 30 days. To get started, simply reply confirming acceptance or sign the attached doc, and I'll send over the deposit invoice. Let me know if you have any questions."

Send at the right time

Send quotes on Tuesday, Wednesday, or Thursday mornings. These are the highest-engagement days for business email. Avoid Friday afternoons (clients don't action things going into the weekend) and Monday mornings (inboxes are full).

Follow up within 48–72 hours

If you haven't heard back, send a brief follow-up. Not a chase — a check-in. "Hi [Name], just wanted to make sure the quote came through okay and to see if you had any questions." Most accepted quotes are won in the follow-up, not the first send.

Using a quoting tool vs. doing it manually

Manual quotes in Word or Google Docs work for a first project. They break down quickly when you're managing multiple clients, need to track which quotes are accepted or pending, and want consistent formatting without reformatting every time.

A dedicated tool like Invoicey handles the structure automatically:

• Add your business details once — they appear on every quote
• Save client profiles — auto-fill name, address, and email in seconds
• Build line items with automatic subtotal, tax, and total calculation
• Export a professional PDF instantly — no formatting required
• Convert accepted quotes to invoices directly — no re-entering data
• Track which quotes are pending, accepted, or expired

The last point is particularly valuable: knowing that a quote is sitting unreviewed after 5 days tells you to follow up. Knowing it was accepted three weeks ago but hasn't converted to an invoice tells you to chase the deposit.

Quote-to-invoice: the conversion that saves you time

One of the biggest time-wasters in freelance billing is re-building the invoice from the quote. You copy line items, re-enter the client details, change the document title, and hope you haven't introduced a typo in the totals.

With a tool that handles both quotes and invoices — like Invoicey — you convert an accepted quote to an invoice in one click. The line items, client details, and totals carry over exactly. You just add the invoice number and due date.

This also ensures consistency: the client sees the same figures on the invoice that they approved on the quote. Discrepancies between quote and invoice — even small ones — create trust issues and delays.

Pricing your quotation: common approaches

Fixed price

Best for well-defined projects with a clear deliverable. You take on the risk if the project takes longer than expected, but clients prefer the certainty. Protect yourself by defining scope tightly and adding a change-request clause.

Time and materials (hourly/daily rate)

Best for projects where scope is uncertain or likely to evolve. You're protected if the project expands, but clients may push back on open-ended commitments. Provide an estimate range rather than a single figure: "Estimated 20–30 hours at £85/hour."

Milestone-based

Best for larger projects. Break the project into phases, each with a deliverable and a payment. Clients can budget in stages; you get paid throughout rather than waiting until completion.

Retainer

Best for ongoing work. A fixed monthly fee for a defined scope of services. Predictable income for you, predictable costs for the client.

Frequently asked questions

What's the difference between a quote and an estimate?

A quote is a fixed price commitment — if the client accepts it, you're bound to that price. An estimate is an approximate cost that may change. Use quotes for well-defined projects, estimates for exploratory or open-scope work. Always make clear which one you're sending.

Should I include terms and conditions in my quote?

Yes — or at least reference them. Include key terms directly on the quote (payment terms, revision policy, IP ownership) and link to or attach full T&Cs. An accepted quote without any terms is an agreement with no protections.

How do I handle a client who asks for a discount?

Never discount without removing something. If a client asks for 20% off, remove a deliverable worth 20% of the project value. This maintains the value of your work and prevents the discount becoming a precedent. "I can reduce the total to £1,600 if we remove the mobile optimisation phase — happy to add that back in a phase 2."

What if the project scope changes after the quote is accepted?

Issue a change order — a short document that describes the additional work and its cost, referencing the original quote number. Get approval before starting the extra work. This keeps your financials clean and prevents "scope creep by default."

How long should a project quotation be?

Long enough to cover everything, short enough to read in two minutes. For most freelance projects, one to two pages is right. A ten-page proposal document is a pitch deck, not a quote. If the client needs extensive background to understand your approach, send a separate proposal document alongside the quote.

Can I send a quote and invoice using the same tool?

Yes — and it's worth using a tool that handles both. Invoicey lets you create a quote, share it with the client, and convert it to an invoice once accepted. All data carries over, keeping your billing process consistent from first contact to final payment.

Summary: sending a project quotation that gets accepted

1. Scope first — confirm deliverables, timeline, and revisions before writing anything
2. Structure clearly — quote number, validity, project summary, line items, totals, payment terms, exclusions
3. Be specific — vague quotes lose on trust; detailed quotes win on professionalism
4. Send as PDF — not Word, not a Google Docs link
5. Write a covering email — reference the conversation, summarise, state next steps
6. Follow up within 3 days — most accepted quotes convert in the follow-up
7. Convert to invoice directly — use a tool that carries quote data into the invoice automatically

Start sending professional quotes today with Invoicey's free quoting tool — no account required to try it, and your first quote takes under two minutes.