Send project quotation | How to Send a Project Quotation to a Client (Step-by-St

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 known as a quote, estimate, or proposal) is a formal document sent to a potential client that outlines:

• Deliverables: What work you will deliver


• Cost: How much it will cost


• Timeline: How long it will take


• Inclusions/Exclusions: What is—and isn't—included


• Validity: How long the quote is valid


• Payment Terms: Your payment conditions

While a quotation is not a contract, an accepted quotation often serves as the foundation for one. Precision is key; vague quotes can lead to scope creep, disputes, and unpaid work.

Confirming Details Before Writing the Quotation

A common mistake freelancers and small businesses make is sending a quote before fully understanding the client's needs. Before drafting your quotation, confirm the following:

• Project Scope: What exactly is the deliverable? Is it 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 can lead to financial losses.


• Usage Rights: Is this work for internal use, commercial use, or resale? Rights affect pricing.


• Approval Process: Is your contact the decision-maker, or does the quote need to go through an approval chain?


• Budget Range: 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. Tailoring your quote to the client's specific situation increases the likelihood of a positive response.

Structuring a Professional Project Quotation

A well-structured project quotation enhances clarity and professionalism. Here’s what to include:

1. Your Business Details


Include your name or company name, address, email, phone number, and any required registration numbers (VAT number, company registration, ABN, etc.). This formalizes the quote as a legal document.

2. Client Details


Include the client's full name or company name and their billing address. For larger companies, include the name of your contact and their department to ensure the right person receives it.

3. Quote Number and Date


Assign each quote a unique reference number (e.g., QUO-0012) and include the date the quote was prepared. This helps with follow-ups.

4. Validity Period


State how long the quote is valid, typically 14 or 30 days. After this period, prices may change due to fluctuations in material costs or workload. This also creates a sense of urgency.

5. Project Summary


Provide a brief summary of the project in your own words. This demonstrates your understanding of the client's needs and serves as a reference for any disputes regarding scope.

6. Line Items


Break down costs into specific deliverables rather than presenting one lump sum. Line items build trust and clarify what the client is paying for. For each line item, include:

• Description of the deliverable or service


• Quantity (hours, days, units, or fixed-price)


• 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), and the grand total. This breakdown is often legally required and reflects professionalism.

8. Payment Terms


Clearly state when payment is due and how it should be made. Common structures include:

• 50% upfront, 50% on completion


• 30% deposit, 30% at midpoint, 40% on delivery


• Full payment on completion for smaller projects


• Monthly retainer for ongoing work

Include your payment details to facilitate immediate action upon acceptance.

9. What's Not Included


Explicitly state exclusions: "This quote does not include copywriting, stock photography licensing, hosting costs, or more than two revision rounds." This section is vital to avoid disputes.

10. Notes and Next Steps


Conclude with a clear call to action. For example, "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 help expedite the decision-making process.

Crafting Winning Line Items

Line items are critical in determining whether a quote wins or loses a job. Here’s how to write them effectively:

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 demonstrate expertise and professionalism, while vague descriptions create doubt.

Separate Time from Deliverables


For time-based work, show hours × rate = total. For project-based work, display the deliverable with a fixed price. Mixing the two can confuse clients.

Group Related Items


For multi-phase projects, group line items by phase: Discovery & Strategy, Design, Development, Testing & Launch. This helps clients understand the workflow.

Add Optional Line Items


Include a clearly marked optional section for add-ons the client might consider: "Optional: SEO optimisation package — £350." This allows clients to expand the scope on their terms.

Sending the Project Quotation

Choose the Right Format


Send your quotation as a PDF to preserve formatting and maintain professionalism. Use a dedicated quoting tool for the best results.

Write a Clear Covering Email


Don’t just attach the PDF; write a concise covering email that:

• References your conversation


• Summarizes the quote 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 for optimal engagement. Avoid sending on Friday afternoons or Monday mornings.

Follow Up Within 48–72 Hours


If you haven’t received a response, send a brief follow-up. This should be a check-in rather than a chase, as most accepted quotes are won in the follow-up.

Using a Quoting Tool vs. Manual Methods

While manual quotes in Word or Google Docs can work initially, they may become cumbersome with multiple clients. A dedicated tool like Invoicey automates the structure:


• Add your business details once


• Save client profiles for quick auto-fill


• Build line items with automatic calculations


• Export a professional PDF instantly


• Convert accepted quotes to invoices directly


• Track pending, accepted, or expired quotes

Quote-to-Invoice: Streamlining Your Process

One of the biggest time-wasters in freelance billing is rebuilding invoices from quotes. A tool like Invoicey allows you to convert an accepted quote to an invoice in one click, ensuring consistency and reducing errors.

Pricing Your Quotation: Common Approaches

Fixed Price


Best for well-defined projects with clear deliverables. Protect yourself by tightly defining scope and including a change-request clause.

Time and Materials (Hourly/Daily Rate)


Best for projects with uncertain scope. Provide an estimated range rather than a single figure.

Milestone-Based


Best for larger projects. Break the project into phases, each with a deliverable and payment.

Retainer


Best for ongoing work. A fixed monthly fee for a defined scope of services.

Frequently Asked Questions

What's the Difference Between a Quote and an Estimate?


A quote is a fixed price commitment; an estimate is an approximate cost that may change. Use quotes for well-defined projects and estimates for exploratory work.

Should I Include Terms and Conditions in My Quote?


Yes, include key terms directly on the quote 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. Maintain the value of your work by adjusting deliverables instead.

What If the Project Scope Changes After the Quote is Accepted?


Issue a change order describing the additional work and its cost, referencing the original quote number.

How Long Should a Project Quotation Be?


Aim for one to two pages. If extensive background information is needed, send a separate proposal document alongside the quote.

Can I Send a Quote and Invoice Using the Same Tool?


Yes, and it's beneficial to use a tool that handles both. Invoicey allows you to create a quote, share it, and convert it to an invoice once accepted.

Summary: Sending a Project Quotation That Gets Accepted

• Scope First — Confirm deliverables, timeline, and revisions before writing anything.

For more insights and tools, visit our blog or check out our templates.

Related Resources



• Create an Invoice


• Invoice Templates