Define the scope before setting a price
Define the question, interviews, deliverables and days. List client data requirements.
Line items to include
- Assessment (day)
- Workshop (day)
- Report and recommendations (project)
- Brief and project scope (project)
- Research and preparation (project)
- Included revisions (project)
- File delivery (project)
Define what is included
Separate analysis from implementation and long-term follow-up.
Start with the line items for your trade, then enter your own quantities and prices.
Check before sending
Confirm deliverables, dates and included revision rounds before sending your estimate.
Use one browser for each numbering sequence. A PDF export cannot maintain a sequence across several devices.
Questions before you send
How should I price this job?
Measure the actual quantities and enter your own costs and margin. Prices start blank so you can prepare a proposal for the agreed scope.
Which units should I use?
Use an hour, item, area or clearly defined fixed-price service as appropriate. Explain what each quantity covers so the client can check the amount.
Which taxes apply?
UK VAT rates are 20%, 5% and 0% according to the supply. Exempt supplies and zero-rated supplies have different meanings. Only charge VAT when registered and include your VAT registration number on a VAT invoice. The editor starts at 0%. Choose the verified rate for each line. Quotisa does not determine registration obligations or submit VAT returns.
Does the PDF replace a required invoicing system?
Include a unique invoice number, business and customer names and addresses, issue and supply dates, descriptions, amounts and total owed. Company and VAT details depend on the business and transaction; check GOV.UK for the full requirements. Only VAT-registered businesses issue VAT invoices. Include the registration number and show the VAT information required for the supply. Quotisa generates a local PDF and does not file returns or connect to an electronic invoicing network.
Where are my documents saved?
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