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.
Go faster: with Robi's AI invoice tool, the quote is dictated in one sentence, then turned into an invoice in one click once accepted, with no retyping of the client or the lines.
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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