Ecommerce integration quotation
Ecommerce integration quotation template: payment module integration, inventory system connection and order sync testing. Download it as Excel or Word.
Templates by industry
- Payment module integration
- Inventory system connection
- Order synchronization testing
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Payment module integration", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Order synchronization testing", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Deliver the agreed test results and configuration notes, and assign owners for outstanding items. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Connecting an online shop to a payment provider and to the stock system touches money and inventory at once, so clients want to know exactly what will be connected and how it will be tested. This quotation prices the payment integration, the inventory connection and the order synchronization tests as separate pieces of work. It suits developers and agencies working on an existing shop, where the platform and the third-party accounts belong to the client.
Fields to prepare
- Deliverables and line items
- Payment module integration, Inventory system connection, Order synchronization testing: specify the planned quantity and delivery scope for each item.
- Payment module integration
- Name the payment provider and the methods to enable, such as cards and bank transfer, and whether refunds are handled inside the shop.
- Inventory system connection
- State the direction and frequency of the sync, for example stock levels every 15 minutes from the warehouse system to the shop.
- Order synchronization testing
- Give the number of test scenarios and the environment, and who supplies test accounts with the payment provider.
- Environment and dependencies
- Record target systems, integration counts, data volume and who supplies test access.
- Acceptance and support
- Set acceptance scenarios, the review window, support duration after handover and excluded work.
- Scope to agree
- Include payment success and cancellation, stock changes, duplicate orders and failed-order retries in acceptance scenarios.
Before sending
- Does “Payment module integration” say what is included and what quantity the price assumes?
- Would the customer read “Inventory system connection” the way you do, including what it leaves out?
- Can you still honour the price of “Order synchronization testing” on the last day the quotation is valid?
Show 3 more
- Separate third-party service charges from implementation fees.
- Agree who handles the production transition and what recovery work is included if it fails.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Payment module integration | 20 × $180.00 | $3,600.00 |
| Inventory system connection | 4 × $650.00 | $2,600.00 |
| Order synchronization testing | 4 × $1,200.00 | $4,800.00 |
| Subtotal | $11,000.00 | |
| Sales tax (8%) | $880.00 | |
| Total | $11,880.00 | |
Quoted net amount $11,000.00, sales tax $880.00, quoted total $11,880.00.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
Who pays the payment provider’s transaction fees?
The shop owner, through their own merchant account. Say so in the notes, so the client does not read your price as covering the fees charged on every sale.
What if the inventory system has no API?
Quote a file-based exchange instead, such as a scheduled CSV import, and mark it as an assumption until the client’s system has been checked. The price may change once you see what the system can export.
Is support after go-live part of the job?
Add a line for the first days after launch with the hours included. Order problems often appear only with real customers, and a named allowance avoids arguing over whether a fix is a defect or new work.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $880.00 on a net amount of $11,000.00, for a total of $11,880.00. The editor recalculates all three when you change a quantity, a price or the country.
Can I add my logo and signature?
Yes. The From section of the editor has a place for your company logo and for a signature or seal image. Uploading a picture needs a free account, and a member can keep both in settings so that every new document starts with them.
Read next
Reading for the Ecommerce integration quotation: How to write a quotation: format, example and checklist and Estimate vs quote: what binds you, with a remodeling example. The VAT and GST calculator adds tax to your quoted prices.