Legal Requirements for Quotes in France
In France, a "devis" (quote) is a legally binding document once signed by the client or a down payment is made, making compliance crucial. Certain activities legally require a devis, including building repairs, home removals, car hire, funeral services, hearing aids, cosmetic surgery, and glasses. For "services à la personne" (personal services), a quote is mandatory if the monthly amount is €100 or more (including tax and VAT), or if the client requests one. Failure to provide a legally compliant devis can result in significant fines, up to €3,000 for individuals and €15,000 for legal entities.
Key mandatory elements for a French quote include:
- The date of the quote.
- Your business name, address, and SIRET number. Individual entrepreneurs must also include "EI" or "Entrepreneur individuel" before or after their name.
- The client's name and address.
- A detailed breakdown of each service or product, including quantity and unit price.
- Labor and travel costs, if applicable.
- The total amount excluding taxes (HT) and including all taxes (TTC).
- The estimated start date and duration of the services or works.
- The validity period of the offer, typically three months, which should be clearly stated.
To avoid pitfalls, ensure all these details are present and that the client signs the devis before work commences.