THE QUICK ANSWER
Describe the work, identify both parties, price the items, explain the boundaries, set a validity date and ask for a clear customer decision.
Start with the customer’s request.
Write down the location, desired result and constraints before pricing. For a sink repair, confirm which fixture leaks and whether the affected pipework is accessible. If a detail changes the price, record it as an assumption or investigate it first.
Use the business name and contact details your customer recognizes. Add the customer’s name and job address so a forwarded document still makes sense.
Build the quote in a deliberate order.
Keep descriptions specific enough for a customer to compare the quote to the conversation.
- Give the quote a new number, issue date and job reference.
- Describe the proposed result and what is included.
- List exclusions and assumptions that affect scope or price.
- Add quantities, units and selling rates; check every line amount.
- Enter only the tax and discount you have confirmed.
- Add proposed timing, payment terms and any deposit request.
- Set the valid-until date and review the complete document.
Example: an accessible kitchen sink repair.
The quote proposes a service call at $75, 1.5 hours of labor at $100, and replacement parts at $45: $270 in total with tax unset. The exclusions say that hidden pipework and wall repairs require a separate price. The assumption is that existing connections can be reached safely.
The customer can now evaluate both the price and the boundary of the work. If inspection reveals a different problem, issue a revised quote before asking for a fresh decision.
Example Service Co.
100 Example Avenue Sample City, USA
QUO-1042
Sample Customer
200 Sample Street Sample City, USA
- Issued
- 2026-09-16
- Valid until
- 2026-10-16 · 23:59 UTC
- Currency
- USD
- Terms
- Balance on completion
Kitchen sink leak repair
Repair the accessible leak beneath the kitchen sink.
Service call, repair labor and listed replacement parts.
Hidden pipework, wall repairs and additional faults.
Existing connections are accessible and serviceable. Extra work requires a revised quote.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Service callflat fee | 1 | $75.00 | $75.00 |
| Leak repair — laborhours | 1.5 | $100.00 | $150.00 |
| Replacement partsitems | 1 | $45.00 | $45.00 |
Subtotal$270.00
Total$270.00
Start date to be agreed after approval
Fictional example for illustration. Replace with your actual job details.
No payment has been received. Confirm the payment schedule before work starts.
Approval confirms the proposed work, price and terms shown in this quote.
Customer approval requested. No drawn signature required.
Fictional example · editable prices · tax unset
Read it from the customer’s point of view.
Can someone unfamiliar with your pricing understand what they receive for the total? Does the payment wording accidentally imply that a requested deposit was already received? Is the validity date different from the proposed schedule?
Download the PDF to inspect the complete document. Share the private link when the terms are ready, and keep the approved version as the source for later billing.
Common questions
General product guidance, reviewed September 16, 2026. Enter the details and tax treatment that apply to your business. Read about storage and privacy.
