What to include in a quotation
- Your business name, address and contact details (GSTIN if registered)
- Customer name and address
- A quotation number and date, so you can refer to it later
- Each item or service with quantity, rate and tax
- The total amount, written in words to avoid disputes
- A validity date and terms such as advance payment, delivery time and warranty
Tips to win more quotes
- Send it the same day. Customers often choose whoever replies first.
- Break down the price. Separate materials, labour and transport so the customer sees the value.
- Add clear terms. An advance percentage and delivery date make you look professional.
- Follow up two days later on WhatsApp with the PDF.
When the customer accepts, create the bill with the GST invoice generator. Your saved business details carry over.