Use an Estimate when
- The scope is still developing
- Quantities or effort may change
- The customer needs a budget indication
- Site conditions or discovery may affect the final price
- A later quote will define the final price and scope
Quote formats
Quote or Estimate?
Use the label that matches how sure you are about the scope, quantities and price.
Use the label that matches the price
Don’t call a rough price a firm quote. Tall Emu lets you use Quote or Estimate while keeping both with the same customer and sale.
Use a Quote when
- The products or work are clear
- The price and terms can be stated
- The validity period and acceptance process are clear
- The business is ready to go ahead if the customer accepts
Make the uncertainty visible
- Assumptions
- Exclusions
- Validity period
- Customer responsibilities
- Allowances or items that may change
- Variation process
- What is needed before the price is final
Keep quotes and estimates connected to the same customer and sale
An estimate can still have an owner, follow-up date and online page. When the details are clear, the team can send the final quote without losing the earlier notes and choices.
Call it what it is
Set the right expectation while keeping the offer connected to the same customer and sale.
Prefer to talk? Call 02 9299 9959 or talk to a real person.