How to make a quote
A clear quote prevents arguments later. Your client knows what they get, at what price and until when the offer holds.
What goes in a quote?
- Your details and your client’s: name, address and company or VAT number.
- A quote number and the date of the quote.
- What you deliver, with quantity, unit price and VAT rate per line. A description your client understands prevents questions.
- The total, excluding and including VAT.
- How long the quote is valid. After that you may change the price.
- Payment terms and delivery time, if already agreed.
Is a quote the same as an invoice?
No. A quote is a proposal, an invoice is the request for payment. A quote has no accounting value and does not count towards your VAT or turnover. You only make an invoice once your client agrees and you deliver.
How it works in Faktuno
- Choose New quote, fill in the client and the lines, and choose until when the quote is valid (Valid until). That date goes into the text of the quote automatically.
- You email the quote as a PDF straight to your client, or download the PDF and send it yourself.
- A quote does not go via Peppol and does not count in your totals.
- When your client agrees, one click turns it into an invoice with Make invoice. You check it and send it. Nothing is invoiced automatically.
- With the Pro plan your client can also accept your quote online.
More help
- E-invoicing mandatory since 2026
- Sending a Peppol invoice
- Client not on Peppol
- Receiving Peppol invoices
- Reverse charge on your invoice
- Small business exemption scheme
- Structured payment reference
- Switching Peppol provider
- Finding a Peppol ID
- Credit note via Peppol
- What must be on an invoice
- Recurring invoices
- Let your client accept a quote online
- How to send a payment reminder
- VAT rates on an invoice
- Invoicing a client in the EU