Quote guides for small businesses
Quotes that protect you, and a signed quote that becomes an invoice without a gap.
Once the customer signs it, a quote is a contract: the price, the work and the conditions are fixed. A complete quote avoids disputes and makes the invoice easy to write. These guides list every detail a quote should show in France and when it is compulsory, then follow the job from the signature to the deposit, any extra work, the final invoice and the payment.
From quote to invoice: the step-by-step checklist for SMEs
The customer has signed your quote. Now the work, the deposit, any extra work and finally the invoice and the payment have to follow without a gap. Here is the checklist, step by step, with what changes between the quote and the invoice and a worked example.
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Mandatory quote details in France: the full checklist for SMEs
A quote is not always required, but once the customer signs it, it binds both sides. Here is when a quote is compulsory in France, every detail it should show, and the mistakes that lead to disputes.
Read the guide →Frequently asked questions
Is a signed quote binding?
Yes. Once the customer signs it, a quote is a contract: the price, the work and the conditions are fixed. Any extra work should be agreed in writing, for example with an additional quote, before it is invoiced.
Is a quote compulsory?
In France some trades must give a written quote by law, for example repair and maintenance work in buildings above a certain amount, home services above a certain monthly amount, and removals. In other cases it is not compulsory, but it is your proof of what was agreed and makes the invoice easy to write.
How do I go from a quote to the invoice?
Once the quote is accepted, you invoice any deposit, then the final invoice deducts the deposits already paid and adds any agreed extra work. In Tavalle an accepted quote becomes an order, and the order’s invoices and payment schedule follow from it.
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