Invoicing

Swiss Professional Quote Template: Mandatory Information and Format

7 min read
QuoteTemplateCommercialCompliance

Professional Quote: Write Commercial Proposals That Convert

A well-written quote is the first step to winning a contract. It is your commercial business card: it must be professional, clear, complete and convincing. In Switzerland, even though a quote is not subject to the same legal obligations as an invoice, it legally commits the professional to the prices and services announced.

Difference Between Quote, Offer and Invoice

Criterion Quote / Offer Invoice
Timing Before the service After the service
Legal obligation Not mandatory (except regulated sectors) Mandatory for any transaction
Commitment Commits the supplier on price Payable upon receipt
Accounting value None (no accounting entry) Journal entry
VAT Indicative (estimated amount) Due (VAT declaration)
Numbering Sequential recommended Sequential mandatory

Important: under Swiss law (Code of Obligations, art. 7), a quote sent with precise prices and conditions constitutes a binding offer. A client who accepts it creates a legally binding contract.

Mandatory Information on a Swiss Quote

Issuer Identification

  • Full name or company name
  • Postal address
  • UID number (CHE-XXX.XXX.XXX) if registered with the Commercial Register
  • VAT number (CHE-XXX.XXX.XXX MWST) if subject to VAT
  • Contact email and phone number

Recipient Identification

  • Client's name or company name
  • Full address
  • Contact person (recommended)

Quote Content

  • Unique quote number (e.g.: QUO-2025-001)
  • Issue date
  • Validity date (period during which the offer is valid)
  • Detailed description of each service or product
  • Unit prices and quantities
  • Amount excl. VAT (before tax)
  • VAT amount with applicable rate (if subject to VAT)
  • Amount incl. VAT (all taxes included)
  • Payment terms: deposit, installment schedule, deadline
  • Execution deadlines: planned timeline
  • General terms: reference to your T&Cs

Structure of an Effective Quote

1. Professional Header

Your header should inspire confidence at first glance:

  • Your company logo
  • Complete contact details
  • Clean design consistent with your visual identity
  • Quote number and date clearly visible

2. Personalized Introduction

Do not skip this step. A personalized introduction shows that you have understood the client's needs:

Following our meeting on [date], we are pleased to submit our proposal for [project description]. This offer has been designed to meet your specific needs regarding [main objective].

3. Detailed Description of Services

Break down your offer into clear phases or deliverables. For each item:

  • Precise description of what is included
  • Expected result / deliverable
  • What is explicitly excluded (to avoid misunderstandings)

4. Structured Price Table

Description Qty Unit Price excl. VAT Total excl. VAT
Phase 1: Audit and needs analysis 1 CHF 2,500 CHF 2,500
Phase 2: Solution development 40h CHF 150 CHF 6,000
Phase 3: Testing and acceptance 8h CHF 150 CHF 1,200
Phase 4: Training (4 people) 4h CHF 180 CHF 720
Subtotal excl. VAT CHF 10,420
VAT 8.1% CHF 844
Total incl. VAT CHF 11,264

5. Terms and Commitments

  • Execution deadline: total duration and timeline per phase
  • Payment terms: deposit (30-50% upon order), balance upon delivery
  • Offer validity: 30 days (standard in Switzerland)
  • Warranties: duration and scope of post-delivery warranty
  • Modification clause: procedure in case of scope change

6. Acceptance Section

To formalize the client's agreement:

By signing this quote, the client accepts the conditions described above as well as our general terms and conditions available at [link].

Client signature: _________________ Date: _________________

Approved and agreed

Validity Period: Best Practices

Recommendation: 30 Days

  • Protects against rising subcontracting or raw material costs
  • Creates a sense of urgency for the client's decision
  • Allows you to revise the offer if it is declined

Variations by Context

Project Type Recommended Validity
Simple service < CHF 5,000 15-30 days
Medium project CHF 5,000-50,000 30 days
Complex project > CHF 50,000 30-60 days
Public tender As per specifications

Legal Notice

Always add: "Offer valid until [specific date]. After this date, prices and conditions are subject to revision."

Follow-Up and Quote Tracking

Effective Follow-Up Process

Timing Action Channel
D+2 Courtesy follow-up Email or call
D+7 Value-added follow-up Email + proposal for discussion
D+15 Pre-expiry follow-up Formal email
D+30 Quote expired, renewal proposal Email

ToBill automates these follow-ups and alerts you when a quote has not been viewed.

Conversion Statistics

Track your commercial performance in ToBill:

  • Conversion rate: accepted quotes / quotes sent (benchmark: 30-50%)
  • Average conversion time: number of days between sending and acceptance
  • Average quote amount: to segment your offers
  • Sales pipeline: total amount of quotes awaiting response

Quote to Invoice Conversion

1-Click Process with ToBill

  1. The client accepts the quote (by email, signature or verbally)
  2. Mark the quote as "Accepted" in ToBill
  3. Click "Convert to invoice"
  4. ToBill automatically carries over all line items, amounts and conditions
  5. Adjust if necessary (deposit, installment schedule)
  6. Generate and send the invoice with QR code

Time saved: 5 minutes saved per conversion, with zero risk of transcription error.

Deposit Management

For large projects, invoice in multiple stages:

  • Deposit upon order: 30-50% of the total amount
  • Interim invoice: at the end of each phase
  • Balance upon delivery: remaining amount

ToBill automatically manages deposit tracking and balance calculation.

Types of Quotes by Activity

Fixed-Price Projects

  • Break down into phases with clear deliverables
  • Fixed price per phase + total
  • Ideal for: web development, design, one-off consulting

Time and Materials Projects

  • Hourly or daily rate
  • Estimated number of hours (non-contractual)
  • Billing based on actual time with guaranteed maximum (optional)
  • Ideal for: maintenance, support, agile projects

Quotes with Options

Offer variants to increase your chances:

  • Essential Option: the minimum viable
  • Standard Option: the recommended choice (highlight it)
  • Premium Option: all features

Tip: studies show that offering 3 options increases the conversion rate by 20% compared to a single offer.

Legal Aspects of Quotes in Switzerland

The Quote Commits the Professional

Under Swiss law:

  • The announced price is firm and final (unless an explicit contrary clause)
  • You cannot increase the price after acceptance, except for a scope change agreed in writing
  • Deadlines are indicative but may engage your liability in case of significant delay

Mid-Project Modifications

If the client requests modifications that exceed the initial scope:

  1. Stop additional work until it is validated
  2. Issue a supplementary quote detailing the modifications and their cost
  3. Have it signed before executing the additional work
  4. Convert to invoice once the work is completed

Quote Disputes

In case of disagreement:

  • The signed quote serves as evidence (it is a contract)
  • General terms apply if they were communicated and accepted
  • In case of dispute, mediation is recommended before legal action

Quote Template with ToBill

Full Customization

  • Logo and colors of your brand
  • Professional layout with structured sections
  • Pre-filled general terms
  • High-quality PDF export
  • Available in 4 languages: FR, DE, IT, EN

Templates by Sector

ToBill offers pre-configured templates for:

  • Web development and IT
  • Consulting and coaching
  • Trades and construction
  • Design and communication
  • Fiduciaries and professional services

Create my professional quotes with ToBill ->

Get started in 5 minutes

1. Create your ToBill account

Enter your information from a computer or our mobile app

2. Connect your credit card

Connect your credit card to start receiving payments for your invoices

3. Manage your quotes/invoices

Create, send, and track your invoices in just a few clicks with the Swiss QR invoice

Try for free

Send your first 10 invoices to your clients in just moments.

Swiss Professional Quote Template: Mandatory Information and Format — ToBill