Fiducia TogetherProposal and quotation
The document that asks for the business. A contract in waiting.
Please note: This page explains what a term means. It is general information, not legal, financial, tax or investment advice, and it does not know anything about your business. Before you sign, file or commit to anything, check it with an accountant, a solicitor, or the official guidance we link to.
What it means
A quotation offers to supply at a price. A proposal sets out the problem, the approach, the price and the terms.
Why it matters
A quotation is usually an offer capable of acceptance, which makes it a contract document as well as a sales one.
What it looks like in practice
State the scope AND the exclusions, the validity period, the payment terms, and attach your terms and conditions — see terms and conditions.\n\nLead with the customer's problem, not your company history.
What to watch out for
Quotes with no expiry, accepted six months later at last year's costs. And proposals that price without defining scope, which is scope creep built in from the start.
Where to get proper advice
Your own pipeline data and your own customers, asked directly. Most of this is not answerable from outside the business.
Where to read more
Last reviewed 2026-08-28 by Fiducia Together · Next review due 2027-08-28
Please note: This page explains what a term means. It is general information, not legal, financial, tax or investment advice, and it does not know anything about your business. Before you sign, file or commit to anything, check it with an accountant, a solicitor, or the official guidance we link to.