Header and identification
Typical details include provider, customer, contact person, quote number, date, project reference and a clear title. These identify the quote unambiguously.
Scope of services
Describe items clearly and include quantities and units. In larger quotes, item groups help organise related services.
Prices and options
Unit prices, subtotals and the total should follow a consistent structure. Show optional items separately so they are not confused with the binding main scope.
Terms and assumptions
Validity, execution assumptions, delivery scope, payment terms or exclusions may matter depending on the project. Not every quote needs the same details; the specific job determines what is relevant.
Internal review
Before sending, check quantities, prices, customer details, missing information and internal costing. With AI features enabled, CELVENO Assist can flag missing or unusual details, but it does not replace the user's review.
A quick check before sending.
- Correct customer, project and current revision?
- Services, quantities and units complete?
- Selling prices, options and total reviewed?
- Validity, dates and terms clear?
- PDF checked from the customer’s perspective?
CELVENO guides provide general practical information and do not replace individual legal, tax or professional advice.