A quote is an essential business document for every auto-entrepreneur. It formalizes your commercial proposal and legally protects both parties. This guide explains how to create a compliant quote, which fields to include, and provides a free template you can use immediately.
What is a quote?
A quote is a business document detailing a price offer for a service or product. Once signed by the client, it has contractual value and binds both parties. The quote establishes the framework of the service: scope, price, deadlines and conditions.
When is a quote mandatory?
A quote is mandatory in certain cases defined by law:
- Home repairs and maintenance (regardless of amount)
- Services exceeding 1,500 euros including tax
- Moving services
- Funeral services
- Optical and dental services
- Healthcare services
Even when not mandatory, a quote is recommended
Even outside legally required cases, issuing a quote is good professional practice. It clarifies expectations, prevents disputes, and strengthens your credibility with the client.
Mandatory fields on an auto-entrepreneur quote
A quote issued by an auto-entrepreneur must contain the following information:
- The word "Quote" as the document title
- Quote date and validity period
- Name, first name and address of the auto-entrepreneur
- SIRET number and APE code
- Client name and address
- Detailed description of each service or product
- Unit price excluding tax and quantity
- Total amount excluding tax (and including tax if VAT applies)
- "VAT not applicable, art. 293 B of the CGI" if basic exemption applies
- Payment conditions (deposit, installment plan)
- Service delivery deadline
- Space for the client's signature with "Agreed and accepted" mention
Auto-entrepreneur quote template with Finovia
Finovia offers professional pre-configured quote templates for auto-entrepreneurs. All mandatory fields are automatically included. You just need to add your service lines and send the quote to your client. The client can accept the quote online, and you convert it to an invoice with one click. Finovia manages numbering, legal notices, and archiving automatically.
Tips for an effective quote
A good quote is not just compliant, it should also convince your potential client.
- Be precise in describing your services
- Detail the expected deliverables
- Clearly state the conditions for price revision
- Mention what is not included in the quote
- Add a validity period (typically 30 days)
- Offer options or alternatives if relevant
- Polish the presentation with your logo and brand guidelines
From quote to invoice: automate with Finovia
With Finovia, the transition from quote to invoice is seamless. Once the quote is accepted by your client (online signature via the client portal), you convert it to an invoice with one click. All information is preserved, numbering is automatic, and you can add a Stripe payment link to get paid faster. This is the ideal workflow for auto-entrepreneurs who want to save time.
Ready to simplify your invoicing?
Create your free Finovia account and start invoicing in minutes. Compliant with 2026 e-invoicing requirements.