Why an estimate is not yet a proposal
01 · Problem common practice — reviewed during the audit
screenshot
of the estimate goes to WhatsApp
No cover, no payment terms, no validity period. At the same price, the client picks whoever sends a document — not a chat thread.
art. 123-2.c Ley 22/2010; art. 1254 CC
binding
an accepted presupuesto is a contract
Once the client signs, the offer binds: in Catalonia the law says so expressly; the general principle sits in the Civil Code. Send it without a validity period and «what's not included» — and the dispute is yours.
[estimate]; 17 min — Proposify, 2026 [V]
~1 h
goes into assembling it by hand
Copy the estimate into Word, wrestle the layout, recall terms and warranty from memory. Top sales teams take 17 minutes; a busy contractor, an evening.
A fresh market turn: Tolteck — the quoting tool popular with tradesmen — has announced its exit from Spain over VeriFactu. Anyone on it will have to move anyway.