From a legal point of view, the quotation is considered to be a contract offer. It is mandatory if the amount of benefits exceeds €1500.

The quotation is used to commit the professional very precisely to the conditions that are announced in it, but it only engages the customer as soon as he is signed.

This is why mandatory information must appear in a quote that you send.

Here is a quick overview of all of his information, with a summary infographic at the end!

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First of all, you must indicate the date on which the quotation is drawn up as well as the validity period of the offer. This mention serves to protect the service provider who only engages in a limited time. If at the end of validity the quotation is not signed then the service provider is no longer bound by the terms associated with the quotation (deadlines, prices and other information).

The identity of the company must be very clearly added to the quotation via the name and company name of the company, the address, the email address and the telephone number as well as the status and legal form without forgetting the VAT number.

The customer must be identified through their name, corporate name and registered office address.

We then find the essential information concerning the products or services offered.

They should be named and detailed. We must find the quantities and the unit prices, the total amounts excluding taxes (HT), all taxes (TTC) and the applicable VAT rate must appear precisely.

Here are the details concerning hourly or fixed prices depending on the business case; the start or delivery date, the duration of services, travel expenses if necessary, etc. Everything related to the service or the product must be mentioned in order to prevent possible disputes. The specific conditions of payment, delivery and execution must also appear on the quotation.

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The document can now be sent via an electronic signature method, allowing your customer to sign more quickly if they agree with the quote. The electronic signature is legal and regulated in the European Union by eID.as, you can find more information in This article.

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Gonexa can help you generate your quotes and documents on Salesforce as well as send them for electronic signature. Do you have a project or questions? Contact us.

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NB: This document is provided for information purposes only. We do not guarantee the completeness of the information, nor that it is up to date with applicable regulations. Finally, the information given can in no way be a substitute for legal advice.

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