Quote Templates – Create Quotation of Any Type For Any Business

You will find here many widely varied, free-to-download quote templates for almost every type of business. We are continually adding, updating, and expanding our free-to-download offerings. Each form is uniquely created by our professionals who understands what businesses and consumers need. Below, we've broken the templates into accessible categories so you can see what a well-made quote template has to offer in your industry.

General Quote Templates are useful across virtually all businesses and suitable for niche work that doesn't have an existing standard quote format. Meanwhile, our Industry-Specific categories offer a variety of free quote templates for businesses with standard layouts. These are great for those who want a more custom template without putting in a ton of work and buying special software to create one from scratch.

Compensation Event Quote Template - Peach - Word

Car Rental Quote Template - Plum - Word

High School Quote Template - Grey - Word

Exhibition Stall Quote Template - Brown - Word

Computer Price Quote Template - Orange - Word

Wedding Catering Quote Template - Maroon - Word

Garden Maintenance Quote Template - Blue - Word

Restaurant Maintenance Quote Template - Pink - Word

Music Event Quote Template - Black - Word

Carpet Cleaning Quote Template - Green - Word

Wedding Photography Quote Template - Orange

Wedding Photography Quote Template - Black

Labour Contractor Quote Template - Purple - Word

Sales Price Quote Template - Blue - Word

Business Price Quote Template - Brown - Word

Maintenance Contract Quote Template - Pink - Word

Photography Service Quote Template - Green - Word

Social Media Marketing Quote Template - Orange - Word

Corporate Training Quote Sample Template - Black - Word

Cleaning Service Quote Template - Red - Word

Heavy Equipment Rental Quote Template - Mustard - Word

Agency Request Quote Template - Maroon - Word

Video Production Quote Template - Brown

Travel Agency Quote Template - Pink

Project Management Quote Template - Pink

Price Quote Template - Blue

Electrical Maintenance Quote Template - Brown

Computer Purchase Quote Template - Red

Building Repair Quote Template - Orange

Dance School Quote Template - Rust - Word

Browse the trending categories to create a professional and clean Quote.

Product Quote Templates

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The product quote template describes each product, cost, options, add-ons, or fees. You use these forms to initiate a sale between vendor and client. Our forms use an easy-to-comprehend, professional layout, which often includes prices on similar products or upgraded features. The templates, sometimes known as PQTs, contain fields for entering information regarding the product, the product number where applicable, quantity, price, payment or credit terms, and contact information. These product quotes are compatible with Microsoft Word and Excel® for easily adjustable use. All that is required is a quick, easy download. You fill out the data, save it to a file, or print it on demand. Using our templates, you can rest assured that you have properly documented the offer or transaction.

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Product Photography Quote Template - Dark Green - Word

Product Photography Quote Template - Yellow - Word

Painting Quote Template Home Word

Product Quote Template - Blue - Word


Sales Quote templates

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The cost of products and services can vary, which is why a sales quote template is ideal. These changes in cost are often due to variables such as labor costs, supplies, and materials. The sales quote conveys an estimate of how much the product or service will cost in a way your potential client can understand and provides a specific window of opportunity to lock in that price.

Our template provides an easy way to show the customer all the pertinent information. You can create and adjust sales forms easily to meet the needs and changes of a variable market. You will find places to input all of the following.

  • Contact information
  • Product and service descriptions
  • Current material or parts costs
  • Terms and conditions
  • Shipping and handling fees
  • Taxes
  • Bulk rates or discounts
  • Estimated totals and more

Business is, by nature, competitive. You need to communicate terms in a straightforward manner. Once you download the template, simply enter your information for the sale. You can either save it or print it in moments. It’s just that simple. Cost-effective, convenient, and concise, our sales quotes are certain to make your transaction flawlessly professional.

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Sales Price Quote Template - Blue - Word

Sales Quote Template - Pink - Word

Sales Quote Template - Yellow - Word

Software Sales Quote Template - Purple - Word

Sales Quote Template - Grey - Word


Hotel Quotation Templates

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Many businesses require employees to travel. Travel bookings and reimbursements are a part of modern life. However, it’s important to stay within your budget. The hotel quote template offers a fantastic way to track what employees (and other visitors) spend. By helping them understand what they’re paying for, travelers can cut costs, compare rates and find the lodgings and accommodations they need.

It’s extremely easy to go online or call various hotels for quotes in the information age. As a business, you need to keep up with the demand for information if you want to fill rooms. Our easy-to-use Hotel Quote Templates allow you to note the services, fees, terms, length of stay, and discounts that your guests can expect. Accessing travel expenses easily, comparing features and rates, and getting the most out of your stay is something everyone wants. With these reusable templates, you can offer more than peace of mind and a good night’s rest to your guests.

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Restaurant Maintenance Quote Template - Pink - Word

Accommodation Quote Template - Grey - Word

General Quote Template - Dark Brown

Hourly Service Quote Template - Blue

Fixed Price Service Quote Template - Red


Website Quotation Templates

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Nowadays, anyone can use a cheap instant format to make a passable, minimally functional website online. However, creating a good, high-quality website for a business is a complex and challenging task. There are many variables to consider, and coding makes time to learn. Website quote templates are an absolute must to ensure all variables are covered.

Templates that are useful for website quotes include all the following and more:

  • Company name
  • Logo design
  • Type of website design
  • Estimated date of delivery for the website
  • Content architecture planning
  • CMS ready,
  • Any considerations such as the ability to update
  • Add a section for contact forms, the number of pages, contact info, integrated carts, and any blogs or other special features.

Download the website quote template, customize it using Microsoft Word or Excel®, and either save it to file or print. You can be assured that your client-business interaction will be smooth and profitable using our formats.

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Website Quote Template -  Orange

Web Design Quote Template - Purple - Word

Web Design Quote Template - Yellow

Website Development Quote Template - Brown - Word

Website Design Quote Template - Gold - Word


Vehicle Quote templates

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The Vehicle Quote Template is an absolute necessity for any transaction involving vehicles. Use this form to clearly and unambiguously document an itemized list of all the options a salesperson in your dealership offers a prospective buyer. People expect to see vehicle quotes when they shop for a new car.

It’s important to have easy access to all the right information before you buy. Our forms help you provide all the relevant data in a way prospective buyers can understand. You’ll have a professional form that shows what drivers need to know, such as:

  • Dealership Information
  • The base price of the vehicle
  • Vehicle specs
  • Features
  • Options
  • Warranties and more

Most vehicle salespeople will work hard to beat a competitor’s price to grab the sale and its commission. Meanwhile, most buyers are looking for a smart way to compare the vehicles on offer at various locations. Because of the complexity involved utilizing quote forms can give you an edge. A customer with a quote in hand for a better, more cost-effective vehicle will feel empowered and well informed. They are more likely to buy the car they know is a good deal.

Customizable fields on our templates are suitable for a wide array of makes, models, features, and discounts in the world of vehicle dealerships. Best of all, our quote formats are free to download and quick to personalize using Microsoft® Word or Excel. You can use the same form for hundreds or thousands of sales by changing a few lines.

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Car Rental Quote Template - Plum - Word

Auto Repair Quote Template - Pink - Word

Vehicle Purchase Quote Template - Blue - Word

Vehicle Repair Quote Tempate - Brown


Insurance Quote templates

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Insurance is a complex topic with a surprising variety of options available. In fact, most people become completely overwhelmed when considering insurance types, conditions, and add-ons, not to mention the various companies offering coverage. In such cases, an insurance quote can be of great assistance. Insurance quote forms contain fields for estimates on premiums, terms, and contact information, plus customizable categories. For example, suppose you are searching for vehicle insurance. An insurance quote template will have fields for driver information and spaces for the vehicle’s make, model, and mileage.

Using our templates can take this complex task and make it orderly and easy to comprehend. Insurance quote templates can be used for any form of insurance, such as health, liability, life, vehicle, and even pet insurance quotes. Our professionally designed forms are available in Microsoft® Word or Excel and are certain to make the process of creating and comparing insurance quotes much simpler.

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Individual Insurance Quote Template - Black - Word

Landlord Insurance Quote Template - Black - Word

Landlord Insurance Quote Template - Black - Word

Landlord Insurance Quote Template - Brown - Word

Home Insurance Quote - Red - Word


Maintenance Quotation Templates

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In a technological world, it is necessary to keep proper records of any maintenance that is required of mechanical assets. Machinery and vehicles work hard 24/7, and that means they will require regular maintenance. Real estate owners and managers must track their upkeep and labor expenditures. Maintenance records are necessary whether it is a delivery van, condo, or drill press.

Maintenance quotes help you keep track of maintenance issues such as parts and labor, supplies, and materials used. Our maintenance quote templates are the perfect solution for workers who need to compile orders for machines, vehicles, and other repairable property maintenance. Our maintenance quotes can fit the bill efficiently, letting anyone see an itemized list of what was done to affect the repair, when the last service was completed, and other crucial details.

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Garden Maintenance Quote Template - Blue - Word

Restaurant Maintenance Quote Template - Pink - Word

Maintenance Contract Quote Template - Pink - Word

Electrical Maintenance Quote Template - Brown

Maintenance Quote Template - Aqua - Word


Training Quotation Templates

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Businesses specializing in training, such as office training, tutoring, or personal trainers, need quote templates. Potential clients want to know what they are getting, how long sessions last, and the fee for this style of education. Whatever subject needs to be taught, from training your dog to instructing large groups in the use of computer software basics, training quotes are the first step in the private education process.

Since the nature of the subject, training, is widely varied, it is easy to assume you’d need to create a quote from scratch for every business and type of training. Fortunately, that is not the case. Our free training quote templates are highly customizable forms. Instead of wasting time when you could be getting paid, a simple free downloadable template can help you teach your customer base why you’re the best.

Our training quote templates are specifically created to give you the freedom you need to create logical and comprehensible business documents that will spell out exactly what’s required of students and instructors. There is space for your company information, service descriptions, and the cost of different training sessions. You can easily include lesson dates, a contract between the student and instructor, payment terms, cancellation policy, make-ups, and areas for signatures.

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Corporate Training Quote Sample Template - Black - Word

Training Course Quote Template - Brown - Word

Training Quote Template - Grey - Word

Request For Training Quote Template - Orange


Photography Quotation Samples

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Photographs are important memories of family, events, fun times, and special occasions. A professional photographer is the only way to get the job done when the occasion requires more than a selfie stick. Students and new photographers may not know what to put on a quote form. Meanwhile, seasoned pros know that hiring the right person for the job is the difference between a gorgeous, memorable time and a blurry, frustrating disaster. That’s why our professionals have created free reusable and highly customizable photography quote templates.

A photographer may charge different rates for photographs depending on the shoot’s location, duration, and complexity. Plus, they may offer different variations, package deals, and add-ons like more prints. Quote templates are a simple and efficient way to logically outline the job at hand, so your customer gets the pictures they need. You get fair compensation for the sheer talent and effort it takes to make photos look good, plus travel time, materials, and other expenses.

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Wedding Photography Quote Template - Orange

Wedding Photography Quote Template - Black

Photography Service Quote Template - Green - Word

Photography Quote Template - Pink - Word

Commercial Photography Quote Template - Red - Word

Service Quotation templates

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Service quote formats are used by businesses that offer many different services to clients. From a tire rotation at an auto shop to a weekly housekeeper, services may use materials and machines, but they don’t give clients a physical product. You can use service quotes to outline the services, costs, labor, payment terms, and any discounts or fees, along with dates and contact information.

Savvy bargain hunters can use these service quote templates as a handy way to obtain the best deal for their particular needs. By obtaining the quotes and using them to comparison shop, a smart customer can see which service centers and shops give them the most for their money. Our service quotes are designed to make a complex task, like drawing up a service quote template from scratch, into a streamlined solution.

By using our service quotes, customer transactions will go smoothly. You’ll never be left scrambling for an old-fashioned booklet to hand write quotes, and your business will have proper documentation on each customer transaction.

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Photography Service Quote Template - Green - Word

Cleaning Service Quote Template - Red - Word

Software Service Quote Template - Maroon - Word

Computer Service Quote Template - Maroon - Word

Service Quote Template - Blue


Computer Service Quotation Templates

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Computers are a part of both office and home life. They are an important tool in managing our data and keeping track of private and work-related data, including important dates and client information. When a computer breaks down, it can shutter a business or ruin your personal project. It needs to be fixed and fast.

Computer service quote templates are used by computer repair shops in preparing a price quote for a customer. Assessing how many resources like parts and labor hours is critical for any information-era business. However, individuals or businesses also find value in cross-checking rates and services.

The computer service quotes that we offer are free and easy to edit. You don’t have to be a computer repair specialist to see the value of having a simple form that shows you everything you need to know about the cost of fixing these vital machines.

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Computer Price Quote Template - Orange - Word

Computer Purchase Quote Template - Red

Computer Service Quote Template - Maroon - Word

Computer Quote Template - Orange

Computer Repair Quote Template - Purple - Word


General Quotation Templates

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General quote templates are often used in business sales transactions. These forms are one method businesses use to initiate business deals and contacts by way of offering prospective clients quotes on what goods and or services they provide. As a result, the prospective client can do a compare and contrast using this quote by checking out the deals offered by competitors. General quotations are not only useful for vendors in generating business, but to the purchaser, as they use them to see where they can obtain the best deal for them. All that is necessary if for you to download them, edit them and either save them to file or print. Generating business and keeping it is how a properly run business functions and survives, and good documentation is a huge part of that process. By using our templates you are guaranteed to have a convenient and cost effective method of creating quotes and managing customer/business relations.

General Quote Template - Blue

General Quote Template - Dark Brown - 221109


Flat-Rate Price Quotation Templates

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A flat-rate template tells your customers the exact cost of your goods or services. Instead of variable times and pay-as-you-go, these sheets give a standard, easy-to-calculate rate for the work. Businesses that offer a list of goods often use this format to show a customer different makes and models with various features and prices. Taxes, terms, and conditions are spelled out in unambiguous wording. People like to know what they’ll pay so they can budget accordingly.

Computer Price Quote Template - Orange - Word

Sales Price Quote Template - Blue - Word

Business Price Quote Template - Brown - Word

Price Quote Template - Blue

Project Price Quote Template - Plum - Word


Hourly Price Quotation Templates

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When a business decides to charge for services on an hourly basis, they use hourly quote forms. These forms contain fields for the type of work being performed. Instead of a flat-rate or total price, consumers see the amount it will cost them to hire one or more people per hour. Any sole proprietorship or business with a crew of employees that travel singly or in groups to perform a service should have this style of template on hand to show customers the following.

  • Business name and contact information
  • The type of service and its detailed description
  • Hourly rates
  • Payment terms
  • Fees
  • Discounts or packages
  • Important dates and the number of available workers

The templates that we have designed are easy to customize. It will take you a few moments to download your form for free. You can take your time as you fill in the hourly price quote to suit your particular needs and keep a blank version for future changes or other offers. Don’t waste time with overpriced invoice creation software. Instead, with one simple click of the mouse, you’ll have the perfect quote template at your disposal.

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Hourly Job Quote Template - Brown - Word

Hourly Job Quote Template - Orange - Word

Hourly Job Quote Template - Sky Blue - Word

Hourly Job Quote Template - Green - Word

Hourly Job Quote Template - Pink - Word


Bid Quotation templates

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Some businesses, like contractors and construction companies, bid against competitors directly for projects. To do this, you must first formulate a bid proposal and present it to a prospective employer. They then decide which bid proposal they prefer. You can be sure that a sloppy handwritten bid is less likely to be accepted than a clean, professional form that gives a better impression.

A bid quote template is the lifeblood of some businesses. The form must be concise and easy to read and comprehend. Explaining the bid to the potential employer logically, showing what you offer, what it costs, and why you deserve the contract is the only way to obtain the work you need to thrive. Our templates are a way for businesses to ensure that their bid proposal is completed professionally.

Delivering a clear form that is understandable at a glance ensures it will be considered and not simply overlooked in favor of a competitor’s bid proposal. Clients want more than a price tag. They want to see that you are organized, reliable, and easy to work with. These quote templates are free to download and can be easily edited using Microsoft® Office.

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Construction Bid Quote Template - Orange - Word

Construction Bid Quote Template - Green - Word

Construction Bid Quote Template - Black - Word

Construction Bid Quote Template Sky Blue - Word

Bid Quote Template - Pink - Word


Construction Quote Templates

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Construction is a complex business. It involves not only tabulation of the hours worked but also supplies and materials used. As a result, construction quote templates are vital for any building business. When someone contacts a contractor for a quote, the business must carefully assess the job at hand to avoid taking a loss. Before you present anyone with a construction quote, you need the following:

  • The estimated cost of labor
  • Materials and Supplies cost
  • Payment terms, materials, and supplies
  • Job Duration
  • Estimated date of completion
  • Terms

You also need a way to make certain the person signing the paycheck understands what they are getting. Such transactions can be tricky and complex. Using construction quote formats helps you streamline the process. Our templates are designed with the job at hand in mind. They are easy to fill out and display all the necessary fields required. You handle the math. Our forms will show the clients what you have to offer in a straightforward way that builds buyer confidence.

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Construction Contractor Quote Template - Black - Word

House Construction Quote Template - Brown - Word

Construction Price Quote Template - Grey - Word

Construction Company - Light Green

Construction Quote Templates - Dark Pink


Work Estimate or Job Quote Templates

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When an individual or business requests a quote for a particular job to be completed, you need to issue them a Work Estimate or Job Quote. After the preliminary assessment of a job and its cost has been determined, filling out a simple form makes quick work of these quotes. You’ll find work estimate specific details on our template, such as the following.

  • Project description with specific job details
  • Relevant materials costs
  • Project timelines
  • A ‘Not to Exceed’ field stipulates that the final cost will not exceed that number.
  • Project limitations or what will not be included (this may be the same as the Not To Exceed, but it doesn’t have to be)
  • A note about whether the form constitutes a binding agreement. Binding refers to a fixed price agreement, whereas non-binding is an approximate number. Our template can be used for both by changing a few words.
  • The total cost of services, where applicable
  • Terms and conditions

Using our templates, you will find that it increases your productivity by giving you an easy way to produce price quotes for each unique job. Keeping the blank template and using copies for jobs as they come lets you avoid wasting time and prevents the need for new templates or downloads.

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Electrical Job Quote Template - Pink - Word

Renovation Job Quote Template - Green - Word

Hourly Job Quote Template - Brown - Word

Hourly Job Quote Template - Orange - Word

Hourly Job Quote Template - Sky Blue - Word


Catering Quote Templates

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Catering is a must for charities, banquets, weddings, corporate events, and family reunions, to name but a few. Catering is a highly situation-specific business. Cooking for events involves varying numbers of staff and product cost fluctuations daily. Assessing and estimating costs can become overwhelming very quickly if you aren’t organized.

Caterers must account for various menu choices, the number of people in the party, the number of servers and kitchen staff required, alterations such as making allowances for individuals with food allergies, and other day-to-day tasks. Plus, the business needs to be profitable.

With such a wide variety of variables, catering quote forms can become quite complex, especially if you have to invent a new one every time a customer calls. In order to straighten out the complexities of the situation and create a readable, comprehensive outline of services and costs, catering quotes are the perfect solution. A catering template will have fields for everything.

  • Contact information
  • Date and time
  • Menu items and options
  • The number of guests
  • Staff required and labor costs
  • Payment terms
  • Plus any discounts, fees, or other considerations.

Our catering quote templates are free to download for Microsoft Excel® or Word. Most importantly, they are easy to use and edit. Simply download and enter your information. We can’t keep the servers from dropping a platter of hors d’oeuvre or give you the recipe for the perfect lobster bisque, but our template will help you get info to clients quickly so you can focus on what really matters, the flavors.

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Wedding Catering Quote Template - Maroon - Word

Catering Quote Template - Green - Word

Catering Services Quote Template - Orange - Word

Catering Quote Template - Aqua - Word

Catering Quote Template - Grey - Word


Regardless of their size, all businesses need proper documentation for their transactions. Quote templates are an important, value-added part of that documentation process. Quote forms are used when a vendor needs to communicate the cost and terms involved in transactions. From flat rates to hourly, sole proprietors to huge corporations, your customer base will always want to know what products or services you offer, how much they cost, and any added options, packages, discounts, taxes, or fees. Here you can find a collection of free templates for any type of business.

Buyers and potential customers who are shopping around often request quotes. Fillable templates are vital documents that help any business maintain a polished, prepared, and professional demeanor. To simplify this task, quote templates provide a place for essential information that makes sense at a glance. These forms provide insight and a jumping-off point for negotiations between the vendor and buyer. Moreover, they cement the details of the transaction.

Concise, professional quotes help you build trust and gain more business opportunities. Professionals design our quote templates. They are guaranteed to project a confident and professional image to your clients. Whether you are a small boutique, a delivery operation, contractor, photographer, or any other type of business, these helpful quote templates are designed to assist you in logically keeping track of information. Quote Templates are a reliable and time-tested method for documenting the details of a transaction. Additionally, they offer a confusion-free format for anyone curious about your goods or services.

Advantages of Using Quote templates

Quotation templates offer both vendor and buyer many advantages. For example, if a purchaser is attempting to stay within budget, they will seek out and collect quotes from a number of vendors in order to get the best deal for themselves. The buyer will study the quotes and determine which has the best price, terms, warranties and discounts. Businesses benefit from templates as well, as they are documents that are used to keep track of transactions, customer information, as well as used in the accounting department when processing expenses, profits and payroll. They are also extremely useful in case an issue arises that requires legal intervention.

These templates are used to create a form where the business conveys information to the prospective buyer in a way that is concise, logical and easy to comprehend. These forms communicate the price, the description, discounts, terms, due dates, along with any other information necessary to complete the transaction. All of the templates and forms you see are not only beautifully designed, but also easy to use, free to download and are compatible with Microsoft® Office 2003 and other latest versions.

What to Include in a Quote

There are many good things that a well written quotation will bring to your business. It will demonstrate the professionalism of your business, it will market you by attracting new customers, it will meet your business trading and consumer obligations. A well written quote will also protect your business from legal and financial risks.

To achieve a well written quote that will meet professionalism and meet the legal and financial standards, here is what some important components to include in a good quote:

  • Business Details

Your business details are part of legal requirement. These details are the contact information of your business and the Business Number. Also include any other detail that proves the legality of your business.

  • The Total Cost of the Outlined Job

List all the details that the job to be done involves. Indicate what the cost will cover. You can also indicate what the cost will not cover if there is need to do so. Example, you may just be charging labor and offering free delivery. Indicating this will show good customer care and earn credit to your business.

  • Breakdown of Costs

Give a detailed description of the job proposal and all the elements involved. List all the items that will be involved in this job and the cost of each of the items. This shows transparency and professionalism that will help build your business.

  • Variations

Give a detail on how some scenarios may affect the costing. For example, if there is an additional responsibility that was not communicated, the cost will rise to a certain percentage. This will help in avoiding any misunderstanding when planning the job.

  • Revisions

Once you have started the job, you can revise on the quote and see what may need adjustments.

  • Schedule for Work

The duration on which you will take on the task is important to indicate in the quotation. Make sure that you give the appropriate time that you are sure you will have been through with the job, keep in mind that it should not be longer than expected.

  • Payment Terms and Conditions

This is very important to indicate to avoid any misunderstanding. There are several ways in which you can indicate this. You may want it in lump-sum, Periodical payments, half upfront and half on completion.

  • Quote Expiry Date

Be clear on when you need your quote to be accepted. There are some factors that may affect the quote that takes too long to approve such as the prices in your industry as well the season of the job. There are seasons where the demand for your service may be high. Indicate this in the quotation to be able to get convenient response.

  • Customer Acceptance Signature

This is an important document and including the customer’s signature is important in sealing the deal. Include a space for signing to seal the agreement. For example, I (name), accept the above terms and conditions. Signed__________ Date____________.

  • Payment Method

The method of payment is just like the payment terms. This should be indicated in the quote especially if you will need to be given a deposit before starting the job.

Difference between an Invoice and a Quotation

Many people often get confused between a quote and an invoice, but these are two different documents when it comes to business and money.

Quotation

  • This is a response to RFQ (request for quotation).
  • It is an estimate of the cost of services or good that have been requested
  • Has room for negotiation and adjustments
  • It is issued to help the customer understand the requirement needed for the job requested before the job is started
  • It can be in verbal communication at some instances.

Invoice

  • It is issued after a job is done or when the job is in progress depending on payment terms
  • It is a document of the actual cost of the services or products that have already been offered
  • Invoice is non-negotiable
  • It is issued prior to payment
  • It is only issued in written communication.

How to Create a Quote Template (Step-by-Step)

A Quote Template is a fillable document that records the fixed price that a supplier charges for providing a given service to a potential client, otherwise called a quote. A winning quote can increase your sales and improve how clients interact with your business. If you don’t know how to create it, follow these easy-to-do steps:

  1. Choose a Template

    Find a quote template and customize it, so it looks professional and personalized. Consider including your company logo, letterhead, and enough space (columns and grids) that the quotes you create will be detailed. If you like your final draft, maintain a copy of this template for future use.

  2. Identify the Client

    Once you have a working format, start by identifying the potential client that requested the quote. Note down their company name, company address, name, title, email address, and contact information. You should also include your company’s contact information unless the template already has a letterhead.

  3. Indicate the Quote Number

    If your company uses accounting software, the system should generate a quote number automatically every time you create a new copy. You can maintain this number or change it while preparing the quote.

  4. Supply the Issue Date

    Record the issue date, which is when you send the quotation to the client – not the day you prepare it. You should also include a validity period such as ‘This Quote Is Valid for 15 Days.’ This information is crucial because quote offers are time-limited.

    Note: Quotes are time-limited because companies tend to price their services depending on factors like raw material availability and transportation costs, which fluctuate along with the economy. This is why your quotation should have a validity period.

  5. Describe the Deliverable

    Next, describe the product or service the client is inquiring about by name, quantity, unit price, product number, and total price. Consider listing the material costs separate from the labor costs and mark out the services that are not included in the price package. Then, include the applicable tax and calculate the grand total cost.

  6. Specify the Terms and Conditions

    Explain the conditions under which the service described in the quotation will be availed to the client. For example, if your employees cannot work during snowy weather, the state in the quote that snow will affect your delivery date. You should also indicate the situations that could necessitate additional work and how much this could cost. Under the terms section, describe how and when you would like to be paid for your services.

  7. Make Notes

    Note down any additional information that could be helpful to the client, such as project scope and projected timeline, and completion date. If you wish to thank the client for the inquiry, this is the place to do it. You can also mention your preparedness to work with them.

  8. Include Additions Details (Optional)

    This step is optional but can increase the effectiveness of your quotation. If you deem it necessary, highlight additional details like:

    · Available discounts
    · Your business number (EIN)
    · A sales tax number
    · A signature and date section

  9. Review Your Quote

    Finally, go through your quotation and correct any grammatical or spelling mistakes. Check the flow of your quote, let someone else read it, and tell you if it is convincing.

Tips for Making a Quote Template

This document is given to explain to the customer what to expect in the services that the customer is looking for. This means that it can have competition from other service providers. It is therefore very essential to master the best skills to write a quotation that will open business opportunity. Here are some tips to do it

  • Quote in writing: A quote can either be verbal or written. The best one is always done in writing. This will make it look more professional and avoid any inconvenience or miscommunication.
  • Be professional: A professional quote require the following
    – the company letter head
    – Starting with a professional greeting and maintaining a formal tone in writing
    – It will have a clear and logical structure
    – Proofreading the quote to check on any spelling error or any other mistake
  • Add Value: Consider quoting a competitive price for your services so that you can stand out and get the opportunity of the job. Remember most customers tend to ask for more than one quote to be able to pick the best in terms of quality and price.
  • Quote what you can offer: Do not exaggerate in terms of price, time and quality. Make sure your quote involves that which you are certain you can deliver.
  • Do a follow up: The quote has an expiry date, and this depends on the request for quote from the customer. Without nagging the customer, make a formal and polite reminder to the customer about the job. This is professional.
  • After the quote is accepted, be professional by confirming the arrangement using a written document.
  • If there is a change on the job, you can provide a revised quote. This will help the customer and you on the way forward about the task at hand.
  • Indicate the risks that may be involved in the business when writing the quotation. Include a clause that will protect you and the customer in cases where these risks may arise.
  • Because this is a legal binding document, it is always important to seek recommendations from the office of fairing trade on how best to prepare this quote.

FAQs

What is a price quote?

A price quote is the fixed price at which a service provider provides its services to a potential client. It can be recorded in writing or made verbally and will often have a validity period. Once signed (if in writing), a price quote acts as a binding contract between the provider and the client.

What is a customer quotation?

A customer quotation is a document prepared for a potential client to inform them of the price and conditions of sale of a product or service. It highlights the cost of the deliverable even before the customer decides to make a purchase.

What is the difference between quote and tender?

A quote is a prepared document that informs a potential client of the estimated cost of a product or service. Once signed, it usually forms a legally binding agreement between the customer and service provider. A tender, on the other hand, is a bid made by a supplier to provide the goods or services needed by a buyer. It is usually prepared in response to an invitation to tender and can be followed by a quotation if the buyer accepts it.

How long is a quotation valid for?

Most quotations have a validity period, usually indicated on the top right side of the document. This timeline will often vary depending on the type of service, from 30 days to as little as 7 days. If the prices depend on exchange rates, the quotation will likely be valid for a shorter period.

How to make a quote in excel?

If you don’t have a company Quotation Template, you can easily create a quote from a spreadsheet program like MS Excel through the following steps:

Step 1: Create a header, and under it, indicate your company’s name, contact information, and crucial details that show your business is legal.
Step 2: Indicate the quotation sheet number and title at the top of the document and a validity period on the top right comer.
Step 3: Name several columns on the spreadsheet as Product Name, Product Description, Model Number, Unit Cost, and Packaging Details, as applicable.
Step 4: In the first column, list the products or services being offered to the client.
Step 5: Supply the necessary details in the columns next to the product names (description, price, etc.). Finish by calculating the total cost.

What is a business quote letter?

A business quote letter is a written promise made by a supplier to provide a buyer with certain products or services. It often includes the terms and conditions of the project, a timeline, and total and individual costs. Once it is signed, it becomes a binding agreement between the buyer and seller.

How do I write a business quotation letter?

The following steps should help you draft a compelling business quotation letter:

Step 1: Thank the buyer for their interest in working with your company and express your willingness to do so.
Step 2: Identify and describe the product or service by name, number, unit cost, and total cost, among other details.
Step 3: Convince the reader that they should work with you by explaining how your product or service is superior to the competition.
Step 4: Supply your contact information.

How to Send a Price Quote

The best way to send a price quote is through Email. The document should be in PDF. The reason for putting it in PDF is to make sure that it cannot be edited. Make sure you don’t sent a price quote in excel form.

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