How to write a quotation a customer can act on
A price answers ‘how much?’. A good quote also explains ‘for what?’.
Read the guideProducts and services
Save item names, descriptions, currencies and prices. Distinguish physical products from services in your working catalog.
Use it in Tijario
Retyping a price for every order invites inconsistencies. An organized catalog gives your next quote or invoice a clear starting point.
Record what you sell as a product or a service.
Use a recognizable name, price and currency, with a description that distinguishes similar items.
Select the saved item for an invoice or quote and review the actual price for that order.
Make it concrete
‘A5 notebook — 80 pages’ is clearer than ‘notebook’. ‘One-hour photo session’ is clearer than ‘photography’. These are educational examples, not account data.
An educational example, not an app screen or a real customer's data.
Product
A5 notebook80 pages · counted in pieces
Service
Photo sessionOne hour · a defined scope
Clear names help distinguish similar products and service packages.
Keep a useful reference instead of inventing a new description for each sale.
Treat a design service differently from physical stock.
Review prices before sending. A saved price may not suit every order.
A price answers ‘how much?’. A good quote also explains ‘for what?’.
Read the guide