A quotation should help a customer understand what you will provide, how much it will cost, and what happens next. Use plain language and check the details before you send it.
Describe the scope
List the goods or services, quantities, relevant specifications, and any work included. If delivery, installation, or other services are extra, say so. Add an estimated timeline and explain what could affect it.
Make the price and terms clear
Show line prices and the total. State the payment schedule, accepted payment methods, quotation expiry date, and any agreed deposit or balance. Use terms that match your agreement and confirm them with the customer.
Tax information and invoice requirements depend on your business and transaction. Check current KRA guidance or ask a qualified adviser if you are unsure what to include.
Send it in a format the customer can use
Share the quotation through a channel the customer can access. Invite them to ask questions and tell them how to accept or request changes.
SokoWise lets you create and share itemized quotations and convert accepted ones into invoices. Check the template and sharing options available to your account.