Quotation Template
Make a price quotation with your logo, the work and materials, quantities and prices, tax, the date it is valid until and a line for the client to accept. Download a PDF, Word or Excel file.
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How it works
Pick a quotation design
Eight designs in your colours, with your logo.
Price the work
Each item, material or hour with its quantity and price; tax, a discount and the date the quote is valid until.
Send it for acceptance
The quote ends with a line for the client to accept and sign. Send the PDF, or a Word file to edit.
A quotation format clients can accept
This quotation template sets out the work and its price: each item, material or hour with its quantity and price, tax, a discount if you give one, the total and the date the quote is valid until.
The quotation format ends with a line for the client to accept and sign. When they do, switch it to an invoice in one click: the lines and the client stay.
A quote that wins the job
Describe each item clearly, separate labour from materials, say what is not included, and give a validity date so prices can change later. The Notes and Terms fields hold the rest.
People also search for
- quotation letter
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Also searched as: how to write a quotation, quotation sample.
Why it matters
Totals you can trust
Every line is quantity times price, added up in cents, so the total never drifts by a rounding error.
Editable in Word and Excel
The Word file has the client, the items and the totals as real tables, and the Excel file has each value in its own cell.
Your business, filled in once
Your name, logo, address, currency and payment details are kept in this browser for every invoice, receipt and quote you make.
On the blog: Quotation Template: How to Get a Great Result Every Time
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Questions
What is the difference between a quotation and an invoice?
A quotation offers a price before the work; an invoice asks for payment after it.
What is a quotation format?
Your business and logo, the client, a quote number, the date and the date it is valid until, the items with quantities and prices, the total with tax, the terms, and a line to accept.
Can I turn a quote into an invoice?
Yes: under Templates, pick Invoice. Your lines and client stay; the wording and dates change.