Quote deposits: make cash timing visible
A deposit can protect cash flow, but it should be clear in the estimate and tied to scope, timing, and client approval.
Back to all briefsA quote is easier to approve when the client can see the total project amount, deposit amount, and remaining balance before work starts.
Show total and deposit together
A client should not have to calculate what is due now versus later. Put the deposit amount and remaining balance near the project total.
Connect deposit to scope
Deposits are easier to explain when they reserve schedule time, cover materials, or start a defined project phase.
Plan for processor fees
If the deposit is paid online, processing fees may reduce the cash available to buy materials or reserve subcontractor time.
Related business checks
Quotes / August 2, 2026Subcontractor costs: protect margin before a fixed quoteOutside help can make a fixed quote safer or weaker depending on cost, timing, and scope. Price the subcontractor line before sending the quote.Quotes / July 13, 2026Material allowances: price the placeholder before a final quoteAllowances for fixtures, parts, or supplies can keep a quote moving, but they can hide margin and tax surprises. Set the allowance before final pricing.Quotes / July 6, 2026Paid discovery: price the unknowns before a fixed quoteWhen scope is unclear, a small paid discovery step can protect the fixed quote that follows. Price the research before promising the whole job.