The Quotation Doc is a fundamental business document used in New Zealand commercial transactions to present a formal offer for goods or services. It serves as an essential tool for business negotiations and potential contract formation, providing detailed pricing, specifications, and terms of supply. This document type is particularly important in the New Zealand context as it must comply with specific legislative requirements, including the Contract and Commercial Law Act 2017, Fair Trading Act 1986, and GST regulations. The quotation should be structured to protect both parties' interests while maintaining clarity and transparency in commercial dealings. Typically used in both B2B and B2C contexts, it forms the foundation for subsequent business transactions and may convert into a binding contract upon acceptance.
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1. Company Information: Provider's business details including legal name, company registration number, GST number, and contact information
2. Client Details: Recipient's complete information including name, address, and contact details
3. Quote Reference: Unique quotation number and date of issue
4. Description of Goods/Services: Detailed itemization of products or services being quoted, including specifications and quantities
5. Pricing Breakdown: Itemized costs, unit prices, subtotals, GST, and total amount
6. Validity Period: Timeframe for which the quotation remains valid
7. Payment Terms: Payment conditions, methods, and timing requirements
8. Delivery Information: Delivery timeframes, shipping terms, and associated costs if applicable
1. Terms and Conditions: Detailed terms of supply, to be included for complex or high-value quotations
2. Installation Details: Include when the quote covers installation services or setup requirements
3. Warranty Information: Add when offering specific warranty terms beyond statutory guarantees
4. Maintenance Services: Include when offering ongoing maintenance or support services
5. Alternative Options: When providing multiple product/service options or packages
6. Project Timeline: Include for project-based quotes with specific milestones and deadlines
1. Product Specifications: Detailed technical specifications of products quoted
2. Service Level Details: Comprehensive description of service levels and performance metrics
3. Price List: Detailed breakdown of prices for multiple items or service components
4. Terms of Trade: Standard terms and conditions of trade if referenced in the main quote
Relevant legal definitions
Goods
Services
Quote
Validity Period
Price
GST
Payment Terms
Delivery
Specifications
Acceptance
Business Day
Force Majeure
Client
Provider
Purchase Order
Terms and Conditions
Intellectual Property
Confidential Information
Warranty Period
Response Time
Installation
Site
Materials
Completion Date
Quality Standards
Services
Quote
Validity Period
Price
GST
Payment Terms
Delivery
Specifications
Acceptance
Business Day
Force Majeure
Client
Provider
Purchase Order
Terms and Conditions
Intellectual Property
Confidential Information
Warranty Period
Response Time
Installation
Site
Materials
Completion Date
Quality Standards
Clauses
Scope of Supply
Pricing and Payment
Delivery Terms
Validity Period
Acceptance
Warranties
Liability
Force Majeure
Intellectual Property
Confidentiality
Variation
Cancellation
Quality Standards
Insurance
Compliance with Laws
GST and Taxation
Dispute Resolution
Jurisdiction
Installation Requirements
Performance Standards
Pricing and Payment
Delivery Terms
Validity Period
Acceptance
Warranties
Liability
Force Majeure
Intellectual Property
Confidentiality
Variation
Cancellation
Quality Standards
Insurance
Compliance with Laws
GST and Taxation
Dispute Resolution
Jurisdiction
Installation Requirements
Performance Standards
Relevant Industries
Retail
Construction
Manufacturing
Professional Services
Information Technology
Consulting
Healthcare
Education
Real Estate
Engineering
Hospitality
Transportation
Agriculture
Mining
Energy
Telecommunications
Relevant Teams
Sales
Business Development
Commercial
Operations
Finance
Legal
Procurement
Estimating
Contract Administration
Project Management
Relevant Roles
Sales Manager
Business Development Manager
Account Executive
Commercial Manager
Procurement Officer
Contract Administrator
Project Manager
Operations Manager
Finance Manager
Sales Representative
Business Owner
Managing Director
Estimator
Quantity Surveyor
Chief Financial Officer
Legal Counsel
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