Mandatory quotation: affected activities
Verified 09 September 2022 - Directorate for Legal and Administrative Information (Prime Minister), Ministry of Economy
Before purchasing a product or service, the customer must be informed of its essential characteristics, the price, the date or the time of delivery of the product or execution of the service. This information is often included in a quote before the contract is concluded. The issue of a quote is mandatory in certain cases.
List of activities for which a quote is required:
What work and troubleshooting are involved?
The work and troubleshooting the following are affected by the obligation to draw up a prior estimate:
- Masonry
- Fumistery and climate engineering, including renewable energies
- Sweeping
- Insulation
- Carpentry (including maintenance of garage doors, automatic garage doors and electric gates)
- Locksmith's Shop (including door lock replacement)
- Roofing (including water repellent application and defoaming)
- Sealing (including repair of deck joints, maintenance of terraces and research and repair)
- Plumbing, sanitary
- Plastering
- Painting
- Glazing
- Mirror
- Wall and floor covering of all materials
- Electrical
- Stormwater drainage, sewage removal, pipe cleaning and discharging
- Maintenance and repair of alarm and remote monitoring systems
- Maintenance and repair of private lift platforms
- Deratization and disinsectization services
- Maintenance and disinfection of waste disposal facilities
- Maintenance of fire extinguishers
This also concerns the replacement or addition operations parts, components or appliances, resulting from the implementation of the services listed above.
What information is required in the quote?
The quote must include the following information:
- Date of writing
- Name and address of the company
- Customer Name
- Place of execution of the operation
- Exact nature of the repairs to be made
- Detailed breakdown, in quantity and price, of each service and products necessary for the planned operation: description, unit price and description of what it applies to (labor hours, linear meter or square meter) and the planned quantity
- Hourly labor rate TTC: titleContent
- Estimated time counting procedures
- If there are any: travel expenses
- Aggregate amount payable HT: titleContent and TTC: titleContent with VAT rate
- Duration of validity of the offer
- Quote information: free or paid
- Cost of the quote when it is paid
Warning
The professional must inform the customer that he may, if he so wishes, retain the parts, components or appliances replaced. One standard model is available to professionals.
Is the quote paid or free?
Quote can be made for free or be paying.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The quote is a contract offer that commits the trader once the customer has accepted the quote.
The customer is only engaged by the quote from the moment he signs it. This signature is seen as an expression of his will. It shall add the words "work voucher" or "good for agreement" above his signature on the quote.
If the customer has not signed the quote but has paid part of the remuneration to the professional, it is possible that this payment will commit him.
We have to determine whether the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the consumer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the consumer can reconsider. He is in danger of losing that money. The trader may also decide to renounce his commitment, in which case the money paid in double must be returned to the consumer.
FYI
The contract specifies whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract if he so wishes.
Warning
this time limit does not apply to emergency work and repairs (e.g. water leakage).
Before the move, the trader must give the consumer a quotation and general terms and conditions of the removal contract.
What information is required in the quote?
The quotation or document containing the general terms and conditions of the removal contract must contain the next informations:
- Company References
- Customer Name and Address
- Expected period or date of removal
- Place of loading, place of delivery and distance to the outbound
- Quote Date
- Indications on the volume of furniture
- Type of trip: organized or special
- Exact definition of the chosen service (e.g. customer or professional packaging)
- The procedure by which the customer can raise reservations about the condition of the furniture
- Precise indications on payment arrangements
- Responsibility of the company and how it is put into play
- Arbitration procedure
- Amount HT: titleContent and TTC: titleContent of the move. The final price and the absence of additional charges should also be indicated.
Is the quote paid or free?
Quote is free.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the trader and the consumer?
The quote is a contract offer that commits the trader as soon as it is accepted by the customer.
The customer is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the customer has not signed the quote but has paid part of the amount due to the trader, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the customer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
Professionals who market car rental offers less than 3,5 tons of total permissible load weight are required to prepare a quote. These offers must be without a driver and without an option to purchase. They are intended for individuals or professionals.
What information is required in the quote?
Répondez aux questions successives et les réponses s’afficheront automatiquement
Rental of up to 6 months
Quote must include following information :
- Date of writing
- Name, physical, telephone and electronic contact details of the rental company
- Duration of validity of the offer
- Lease Period
- Category of vehicle
- Locations for the handover and return of keys
- Price TTC: titleContent to be paid before taking the vehicle with the detailed statement including VAT for each service
- Fuel billing arrangements (flat rate or unit price applied)
- The amounts to be paid after the return of the vehicle and the detailed statement in quantity and price including VAT for each service. If an element of the price is not known because it depends on the use of the vehicle during the rental period, the method of calculation shall be indicated
- Name of the packages included in the service and their content
- Discounts or promotions with their conditions of grant
Rental of more than 6 months
Quote must include following information :
- Date of writing
- Name, physical, telephone and electronic contact details of the rental company
- Duration of validity of the offer
- Lease Period
- Category of vehicle
- Locations for the handover and return of keys
- Price TTC: titleContent to be paid before taking the vehicle with the detailed statement including VAT for each service
- Fuel billing arrangements (flat rate or unit price applied)
- Sums TTC: titleContent to be paid after the return of the vehicle and the detailed statement in quantity and price TTC for each service. If an element of the price is not known because it depends on the use of the vehicle during the rental period, the method of calculation shall be indicated
- Name of the packages included in the service and their content
- Discounts or promotions with their conditions of grant
- Reminder of the conditions of use, insurance and maintenance of the vehicle by the consumer
- Conditions governing the liability of the consumer for covering any damage. The amount and nature of the deductibles left to the consumer must also be indicated
- Contract duration and early termination conditions
- Possible price revision arrangements: automatic or conditional nature of the revision, its triggering conditions, the objective parameters for calculating the revised price and the conditions for withdrawal from the contract in the event of a price revision
- Information enabling the consumer to identify information being special conditions applying to leases of more than 6 months
Is the quote paid or free?
Quote is free.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The quote is a contract offer that commits the trader as soon as it is accepted by the customer.
The customer is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the customer has not signed the quote but has paid part of the amount due to the trader, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the customer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
Healthcare professionals offering optical/eyewear services must provide a quote containing a certain amount of information to their client.
The estimate must be prepared in duplicate. The trader must keep a copy for at least 1 year.
What information is required in the quote?
The quotation should contain the following information :
- Identification of care organizations
- Surname, first name, social insurance number, date of birth and address of patient
- If the insured is different from the patient: name, first name, number of insured, date of birth
- Last name, first name, identification number RPPS: titleContent of the prescribing physician
- Date of the limitation period
- Elements allowing identification and traceability of the medical devices delivered
- Sales price of each product offered (with the supply of the product and specifying the inseparable services)
- Support arrangements by bodies providing compulsory and supplementary sickness insurance
- Quote Reference or Number signed, or accepted in the case of distance selling
- Name and address of guarantor of the conformity of the goods to the contract
- Certificate issued by the manufacturer on the device(s) issued or any information enabling the consumer to verify the origin and essential characteristics of those products
One quotation template is made available.
Is the quote paid or free?
Quote is free.
What happens if the pre-quote is not done?
If the professional does not provide the patient with a quote, he is exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The quote is a contract offer that commits the trader as soon as it is accepted by the customer.
The customer is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the customer has not signed the quote but has paid part of the amount due to the trader, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the customer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
The healthcare professional offering hearing aid services must provide a quote containing a certain amount of information to his client.
The estimate must be prepared in duplicate. The trader must keep a copy for at least 1 year.
What information is required in the quote?
The quotation should contain the following information :
- Identification of care organizations
- Surname, forename, social insurance number, date of birth and address of patient
- If the insured person is different patient's name: first name, social insurance number, date of birth
- Last name, first name, identification number RPPS: titleContent of the prescribing physician
- Date of the limitation period
- Elements allowing identification and traceability of the medical devices delivered
- Sales price of each product offered (with the supply of the product and specifying the inseparable services)
- Support arrangements by bodies providing compulsory and supplementary sickness insurance
- Quote Reference or Number signed, or accepted in the case of distance selling
- Name and address of guarantor of the conformity of the goods to the contract
- Certificate issued by the manufacturer on the device(s) issued or any information enabling the consumer to verify the origin and essential characteristics of those products
One quotation template is made available.
Is the quote paid or free?
Quote is free.
What happens if the pre-quote is not done?
If the professional does not provide the patient with a quote, he is exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the patient?
The quote is a contract offer that commits the professional once accepted by the patient.
The patient is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the patient has not signed the quote but has paid part of the amount due to the professional, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it's a down payment, then the quote is binding on the patient and the professional. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the patient can reconsider. He is in danger of losing that money. The professional can also decide to renounce his commitment, in this case the money paid doubled must be returned to the patient.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
The trader must prepare a quote when the monthly price of the benefit or of all benefits is amount greater than or equal to €100 TTC: titleContent.
Where the monthly price of the service or of all the services is less than €100TTC: titleContent, the trader may establish a quote at the consumer's request.
What information is required in the quote?
Quote must include following information :
- Date of writing
- Duration of validity of the offer
- Name or business name and address of the service provider
- If there is one, the service provider's authorization or authorization number
- Name and address of the consumer
- Single place or place of intervention or area of intervention indicated by the consumer
- Description of each proposed service
- Proposed method of intervention (provider, representative, making available, subcontracting)
- Number of hours of work for each proposed benefit (unless irrelevant to the nature of the benefit)
- Hourly or fixed price for each service offered
- Rate of VAT of each benefit
- Total amount payable or total monthly or weekly amount (HT: titleContent and TTC: titleContent)
- Where applicable, the detailed amount of all ancillary charges (HT: titleContent and TTC: titleContent)
FYI
the quote must be kept for Minimum 1 year by the professional.
Is the quote paid or free?
Quote is free.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The quote is a contract offer that commits the trader as soon as it is accepted by the customer.
The customer is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the customer has not signed the quote but has paid part of the amount due to the trader, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the customer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
Professionals who market services or equipment (including medical devices) for supporting homelessness and independence people who are sick, disabled or disabled have to write a quote.
Is the quote mandatory?
Quote is required in the following cases :
- The price of the product or service or of the whole is greater than or equal to €500 TTC: titleContent
- In the case of a rental: the inclusive price of the rental is greater than expense price amount by compulsory basic social security schemes
- The product is custom-made
FYI
the quote must be kept by the trader at least 1 year.
What information is required in the quote?
Quote must include following information :
- Quote Writing Date
- Duration of validity of the offer
- Name and address of the company offering the product or service
- Name and address of the consumer
- Name of the recipient of the service and place of performance of the service if different
- Description of the products and services offered and the code under which they are registered when there is one
- Price TTC: titleContent of each product or service offered, their liability rate and their selling limit price
- Total amount including tax and in case of rental, the amount including tax weekly or monthly
- Accident at work Amount covered by the basic compulsory social security schemes: sickness, invalidity or occupational sickness or social assistance insurance
- Amount covered by insurance or supplementary social protection bodies
- Waiver of advance payment of fees
- Amount actually paid by the consumer and payment terms
Is the quote paid or free?
Quote is free.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The quote is a contract offer that commits the trader as soon as it is accepted by the customer.
The customer is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the customer has not signed the quote but has paid part of the amount due to the trader, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it is a deposit, then the quote is binding on the customer and the trader. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
The practitioner must give a quote to his patient as soon as the amount of the aesthetic benefit is greater than or equal to €300 or if a general anesthesia is necessary.
In other cases, the quote must be submitted if requested by the patient.
What happens if the pre-quote is not done?
The quote must include the following information :
- Date of drafting
- Name, address, registration number of the Departmental Council of the Medical Association of the Practitioner
- Qualification in a specialty and/or exclusive competence in plastic, reconstructive and aesthetic surgery awarded by the National Council of the Medical Association
- Existence or absence of professional indemnity insurance of the practitioner guaranteeing him for the intended act
- Surname, first name, date of birth, and patient address
- Place of performance of the act with the number FINESS: titleContent of the private health facility
- Precise nature of the procedure and anesthesia required, proposed date
- Detailed breakdown, in quantity and price, of each service and product required for the act:
- Name
- Unit price
- Expected Quantity
- Aggregate amount payable TTC: titleContent
- Duration of validity of the offer
- Number of days off work to be scheduled and nature of necessary pre-operative examinations
- Obligation to provide the doctor indicated by the patient with the operating report
- The following mandatory particulars:
- Where medical devices or injectable cosmetic products are used, they must be officially authorized. The references will be detailed on the invoice (brand, manufacturer, batch number...)
- In the case of an act solely for aesthetic purposes, the examinations, the intervention, the prescriptions and the possible work stoppage will not be covered by the sickness insurance
The professional should provide the patient with a backgrounder to the patient for all aesthetically pleasing acts not indicated on the estimate.
The estimate must be prepared in 2 copies which must be signed by the practitioner. They must bear the indication quote received prior to service delivery and be dated and signed by the patient.
The patient, at the end of a reflection period and who accepts the estimate, must write the following sentence on the practitioner's copy quote accepted after reflection. He must sign and date this copy.
FYI
medical information on the proposed act may be given in a separate document. This document must contain the same handwriting and signatures as the estimate.
Is the quote paid or free?
Quote is free.
What happens if the pre-quote is not done?
If the professional does not provide the patient with a quote, he is exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the patient?
The quote is a contract offer that commits the professional once accepted by the patient.
The patient is only hired from the moment he signs the quote. This signature is seen as an expression of his will.
If the patient has not signed the quote but has paid part of the amount due to the professional, it is possible that this payment will commit him.
The situation is different when the money paid out is a down payment or deposit :
- If it's a down payment, then the quote is binding on the patient and the professional. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the patient can reconsider. He is in danger of losing that money. The professional can also decide to renounce his commitment, in this case the money paid doubled must be returned to the patient.
FYI
the contract shall specify whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
If the customer accepts a quote following a canvassing, he has a 14-day period to retract.
Professionals who carry out funeral benefits are required to prepare a quote.
What information is required in the quote?
The quote must contain a certain amount of information about a quotation template made available.
Among the mandatory information, there are the following:
- Nature of each service or supply
- Price TTC: titleContent for each service or supply
- Total amount of quotation including VAT
- Name of legal representative
- Address, registration number, legal form, amount of capital and authorization of the operator
- If the funeral home operator uses another company designated by the customer: name and quality of the company, price of the services and supplies insured for the net amount invoiced. If any, the amount of the fee corresponding to the client's representation.
- Amount of fees per speaker corresponding to the representation of the client to each interlocutor (administration, cultural organization...)
- Quote validity period
FYI
The quote must be retained by the company for for the duration of its validity and at least 2 years when followed by a command.
Is the quote paid or free?
Quote is free.
What happens if a pre-quote is not given to the customer?
If the trader does not provide the customer with a quote, he will be exposed to a administrative fine up to €3,000 for a natural person (sole trader) and €15,000 for a business.
Does the quote engage the professional and the customer?
The customer is only engaged from the moment he signs the order form that is issued following the acceptance of the quote. This signature is seen as an expression of his will.
The purchase order is a contract offer that commits the trader once the customer has accepted it. It must contain the same elements as those indicated in the quotation. If there is a change on the purchase order, the quote must also be changed.
If the customer has not signed the purchase order, but has paid part of the amount due to the trader, it is possible that this payment will commit him.
We have to determine whether the money paid out is a down payment or deposit :
- If it is a deposit, then the purchase order commits the customer and the professional. If one of the two wishes to withdraw from his undertaking, he will have to pay damages.
- If it's a deposit, then the customer can reconsider. He is in danger of losing that money. The trader can also decide to renounce his commitment, in this case the money paid doubled must be returned to the client.
FYI
It must be specified whether it is a deposit or a down payment. If nothing is indicated, the amount paid will be considered to be in deposit.
General obligation to provide pre-contractual information
Obligation of healthcare professionals
Cosmetic surgery
Dental surgery
Service-Public.fr
National Institute of Consumer Affairs (INC)
National Institute of Consumer Affairs (INC)