Prepare a construction quotation with clear scope and prices

Clarify the work before calculating

“Renovate the terrace” does not specify area, substrate, materials, access or disposal. Record assumptions and unresolved questions. Connect customer, site and contact person; the billing address may differ from the site. Keep the measurement date and drawing version in the project.

Separate removal, disposal, sub-base, surface and edging. State scope, quantity and execution. Removing slabs and moving them to a point on the property does not necessarily include off-site transport or waste treatment. Mark options and additional work clearly, avoid conflicting conditions and review plans and appendices.

Check units and costs

Square metres, linear metres, hours and pieces are not interchangeable. Compare quantities with measurements and keep their internal basis. Include materials, labour, equipment, transport and markups. Convert packaging correctly: a pallet price is not a price per m².

Compare scope, freight and availability as well as price. The supplier comparison guide explains these checks. A low purchase price alone does not establish a sustainable selling price.

Agree validity and terms

In Germany, an offer can be binding under § 145 BGB, with an acceptance deadline addressed by § 148 BGB. Do not copy unchecked legal reservations. State timing, prerequisites and payment terms, distinguishing an agreed date from a forecast dependent on a delivery. Have specific contractual questions reviewed.

Prepare and review in Hassolux

In Documents, create a quotation, choose customer and project, set issue date and validity, then enter items. Review descriptions and units; prices, discounts, taxes and totals; and the saved draft's real PDF preview, including long text and page breaks.

Customer commitments belong in customer-facing document text, not an internal note. Define who prepares, reviews and issues.

Issue, send and follow up

Issuing and sending are separate. Finalise after review, then download or send and confirm the result. Link the customer's response to the correct version; a download is not acceptance. Review scope changes as a new state.

Later order confirmations, invoices and work orders reuse information that still needs review. Continue with interim and final invoices, invoicing and plans.