How to create a quote as a French self-employed worker (template + example)
How to create a compliant quote as a French auto-entrepreneur: mandatory details, validity, template and one-click conversion to an invoice.
In short
- •A quote is binding: it must carry the word « Devis », a date, a validity period, your identity + SIREN, the client and the itemised pricing.
- •An accepted and signed quote acts as a contract — keep it safe.
- •Once signed, you turn the quote into an invoice (ideally in one click).
- •With Robi you create a quote by voice, send it for e-signature, then convert it to an invoice.
Why send a quote
A quote isn't always mandatory but is strongly recommended: it frames the job, price and timeline before you start, and once signed it acts as a contract — your best protection in a dispute.
Mandatory information on a quote
Quote vs invoice
A quote is a proposal before the work. An invoice comes after. The invoice mentions are similar but stricter.
Example
From quote to invoice
Once signed, issue the matching invoice. The most efficient way: a tool that turns the accepted quote into an invoice in one click.
What about Robi AI?
Robi AI lets you create a quote by voice, send it for e-signature, get notified when it's signed, then convert it to a compliant (Factur-X) invoice in one click.
Conclusion
A good quote means a framed project and a reassured client. Note the key mentions — or let Robi generate it in seconds.
Frequently asked questions
Is a quote mandatory for the self-employed?+
Not always, but it's required above certain amounts and strongly recommended everywhere: once signed, it acts as a contract.
What must a quote include?+
The word « Devis », the date, a validity period, your identity with SIREN and « EI », the client's details, itemised pricing and amounts.
How do I turn a quote into an invoice?+
Once signed, you issue the matching invoice. With Robi AI the accepted quote converts to a compliant invoice in one click.
Put these tips into practice
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