A quotation is often the first document a client judges you by. A clear one answers the client's questions before they ask them, and makes it easy to say yes. This checklist covers what to include, in the order most clients read it.
Put your business name, contact details and GSTIN (if you are registered) at the top, then the client's name. Give the quote a number and a date so both of you can refer to it later.
List each deliverable on its own line with quantity, rate and amount. Itemised quotes feel more trustworthy than a single lump sum, and they make it easier to agree on what to remove or add.
If GST applies to you, show the taxable amount, the GST rate on each line and the GST total separately from the subtotal. Rates depend on your service and registration, so confirm them with your accountant rather than copying another business's quote.
Most quote disputes come from unstated assumptions. Add a short line such as 'Work outside the listed items is quoted separately' and name the common extras clients assume are free.
Use the same layout for every quote. Clients who receive several quotes compare the clearest one first. A small reusable template saves you time on every enquiry and reduces mistakes.
General information, not legal, tax or financial advice. Confirm GST and legal wording with a qualified professional. Updated 2026-10-10.