Quotation
A priced offer for a defined piece of work.
What is a quotation?
A priced offer for a defined piece of work: what is included, an itemised table of quantities and rates, the total, how long the price holds, and the conditions it depends on.
In short, a quotation is the document that draws the line around exactly what will be delivered, on what terms, and to what standard. It is what you point back to when expectations drift, which is why the out-of-scope section matters as much as everything you do agree to do.
It is easy to confuse with the documents around it. The proposal persuades a client to choose you and sells the outcome; the quotation defines precisely what they have bought once they say yes. Keeping the two distinct keeps both clearer.
Anatomy of a quotation
Quotation number & date
Quotation number & date — a core part of a complete quotation.
From & quote-to details
From & quote-to details — a core part of a complete quotation.
Scope summary
Scope summary — a core part of a complete quotation.
Itemised pricing & rates
Itemised pricing & rates — a core part of a complete quotation.
Subtotal, tax & discount
Subtotal, tax & discount — a core part of a complete quotation.
Total & validity period
Total & validity period — a core part of a complete quotation.
Terms, exclusions & acceptance
Terms, exclusions & acceptance — a core part of a complete quotation.
Do this, not that
Do
- Open on the client's problem and the outcome of the quotation
- Itemise scope so the client sees what each part costs
- Express the timeline in durations, not fixed dates
- Close with a single, obvious next step
Avoid
- Leading with your company history instead of the client
- One opaque lump-sum price
- Calendar dates that go stale before signing
- Burying the call to action
طريقة القوالب مقابل طريقة waxTable
How to generate a quotation
- 1
Tell Waxe about the job
Answer a short brief — who the client is, what work you are proposing, and the outcome they care about. You can paste notes from a discovery call or type a couple of sentences. There is no blank document to format and no boilerplate to delete; Waxe only needs the specifics that make this quotation different from the last one.
- 2
Waxe plans and drafts
Waxe reads your brand and the brief, plans a structure that fits this engagement, and writes a complete quotation in your voice. It leads on the client's problem, lays out the scope and a phased timeline, and frames pricing the way you would — so the first draft already reads like your firm wrote it, not like a form was filled in.
- 3
Review in the page editor
Open the draft in a full page editor and make it yours. Tighten a sentence, adjust the scope or the timeline, swap a section, or correct a figure — every word is editable and the document stays on brand as you work. Most reviews take a few minutes because you are refining a real draft rather than writing from a blank page.
- 4
Approve, send, and track
When it reads right, approve the quotation and send it as a polished, branded document. You can see when the client opens it, so you know when to follow up instead of guessing. The same document is ready to reuse and re-render the next time a similar job comes in.
- 5
Run the rest of the paperwork
Once the quotation lands, generate the follow-on documents — your proposal and invoice — the same way and on the same brand. Each one carries the details forward, so the whole engagement stays consistent from first pitch to signed agreement without re-pasting anything.
Frequently asked
How does Waxe generate a quotation?
You give Waxe a short brief about the client and the job. Waxe plans the quotation, writes it around the specifics you describe, and renders it on your brand — colours, fonts and logo applied automatically. You get a complete first draft to review in minutes, not a blank page to fill in.
How long does a quotation take, and what does it cost?
About five minutes from brief to a send-ready draft, for a few cents — the work that used to take the better part of two days. You spend that time refining a real draft in the editor instead of writing and formatting one from scratch.
What should a quotation include?
A complete quotation covers quotation number & date, from & quote-to details, scope summary, itemised pricing & rates, and more. Waxe fills each part with specifics from your brief, so the document fits this engagement rather than a template.
Can I edit the quotation before I send it?
Yes. Every quotation opens in the page editor, where you can rewrite any line, adjust the scope or figures, swap a section, and fine-tune the wording. The draft is a starting point you stay in full control of, never a locked output.
Is the quotation on my brand?
Your palette, fonts and logo are applied automatically as the quotation is generated, so it looks art-directed and consistent with the rest of your work, with no manual restyling.
Skip the writing — generate the whole quotation
Waxe drafts it on your brand in about five minutes, then you refine it. From two days of work to a few cents.
quotation القادم في خمس دقائق
أخبر Waxe بتفاصيل العميل واحصل على quotation كامل ومتوافق مع هويتك جاهز للمراجعة — عمل يومين مقابل بضعة سنتات فقط. لا صفحة فارغة تبدأ منها ولا تنسيق يدوي؛ تجيب عن ملخص قصير، وWaxe يتولى الصياغة، وتحتفظ أنت بالتحكم الكامل في المستند النهائي داخل المحرر.