El presupuesto que envías es la discusión que tendrás en seis semanas. Validez, exclusiones, revisiones, firma.
Un presupuesto es un precio cerrado. En cuanto el cliente lo acepta, ese es el precio.
Esto fija la moneda, el nombre y el tipo de impuesto, y el formato de fecha.
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Añadir espacio para que el cliente firme
Un presupuesto acordado por teléfono no es prueba. Una página firmada sí.
| Concepto | Cant. | Precio | Importe |
|---|---|---|---|
| Añade el primer concepto | |||
Firmar abajo acepta el alcance y el precio de arriba.
Léelo a la derecha y descárgalo sin la marca de agua.
Un solo pago, sin suscripción y sin cuenta.
Falta el nombre de tu empresa.
Todas las plantillas gratuitas tienen la misma forma: tu nombre, el suyo, unas líneas y un total. Esa forma no está mal, y es también la razón por la que tantos autónomos acaban haciendo tres rondas extra de trabajo gratis. El documento decía cuánto cuesta el trabajo. Nunca dijo cuándo deja de valer el precio, qué no incluye, cuántas rondas de cambios entran ni dónde acepta el cliente todo eso.
Esos cuatro campos son toda la diferencia entre un número en un correo y un documento que zanja una discusión seis semanas después. Por eso aquí se piden, y por eso cada uno que falta viene con lo que probablemente te va a costar.
Y hay algo que la categoría tiende a difuminar: ¿es un precio cerrado o una estimación? Un presupuesto te compromete. Una estimación puede variar, y decirlo desde el principio convierte un cambio posterior en una conversación y no en una pelea.
Say which document this is
A quote is a fixed price and commits you once accepted. An estimate can move. The wording on the page follows your answer, so the client is never guessing which one they are holding.
Pick where you quote from
That sets the currency, the tax name and rate, and the date format. The same country rules the invoice tool uses, because a quote quotes money in the same place an invoice bills it.
Fill in the lines, then the scope
What the price covers, and what it does not. The second list is the one that stops a project growing for free, and it is the field almost every template leaves out.
Read the check and send it
Each finding names a specific way this quote could cost you money. Then download an A4 PDF with a block for the client to sign.
The shape of a quote is easy. These are the parts that decide whether you get paid what you said.
What happens without it
What it does instead
None of these are about design. They are about the sentences that were never written down.
The price never expires
A quote is an offer. Without an end date it stays open while your costs, your calendar and your rates all move.
Nothing is listed as excluded
Scope creep does not arrive as a demand, it arrives as a reasonable question. A list of exclusions is what turns that question into a new line item.
Revisions are unlimited by omission
Nobody agrees to unlimited revisions. They just never agree to a limit, which is the same thing.
No deposit
On anything substantial, a deposit is normal practice. It also quietly identifies the clients who were never going to pay at all.
Nowhere to accept
An agreement reached on a call is real, but it is not evidence. A signature line costs nothing and settles the question.
The word quote used for a guess
If you call a moving number a quote, you have committed to it. If you call a fixed price an estimate, you have invited a negotiation.
The difference between a quote and an estimate
An estimate is a considered guess. It says the final figure may move, and stating that clearly is what makes a later adjustment a conversation rather than an accusation. A quote is a fixed price. Once the client accepts it, that is the price, whatever the work turns out to involve. That is not a bad thing: a firm number is easier to say yes to, and it is often what wins the job. It just has to be a number you can live with. Most free templates use the two words interchangeably, which leaves both sides holding a different document. This tool asks first, and then commits to the answer in the wording. It is the same discipline as the invoice tool: the document should mean what it says where it is being sent.
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