FREE QUOTATION TEMPLATE

Professional. Printable. Customizable.

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Why Use a Quotation Template?

A quotation template provides a standardized format for presenting pricing and service details to potential clients before a sale is finalized. It helps ensure that all relevant information is captured and communicated clearly.

What’s Included in the Quotation Template?

Sender and Recipient Information

Includes your business name, address, and contact details, along with the client’s name and billing information. This ensures professional communication and accurate documentation.

Quotation Validity and Expiry Date

Specifies how long the quotation is valid—commonly 7, 14, or 30 days—to encourage timely decisions and protect against pricing changes.

Itemized Descriptions and Pricing

Clearly outlines the products or services offered, including detailed descriptions, quantities, unit prices, and line totals. This promotes full pricing transparency and helps clients make informed decisions.

Totals, Taxes, and Discounts

Summarizes all line items with automatic calculations for subtotals, taxes (e.g., VAT or GST), discounts, and the total estimated cost. Ensures pricing is accurate and complete.

Quotation Number and Date

Each quote includes a unique reference number and issue date for tracking and client reference. Helps avoid confusion and simplifies follow-up communications.

Payment and Delivery Terms

Outlines the terms of payment (e.g., deposit required) and expected delivery timelines or project milestones. Sets clear expectations from the beginning.

Approval Section (Optional)

Includes space for client and company signatures to acknowledge and approve the quoted terms before proceeding. Useful for formal project acceptance.

Custom Branding

Allows inclusion of your company logo, color palette, and other brand elements for a polished and professional presentation.

Frequently Asked Questions in

Quotation Template

Can I customize the quotation template?

Yes, our free quotation templates are fully editable. You can customize fields such as company name, logo, item details, and notes using software like Microsoft Word, Excel, or Google Docs/Sheets.

What formats are available for download?

We provide quotation templates in various formats including:
✅Microsoft Word (.docx)

✅Excel (.xlsx)

✅PDF (.pdf)

Do I need special software to edit the quotation template?

No special software is required. The quotation template can be opened and edited in any standard document editor like Microsoft Office, Google Docs, or LibreOffice.

Can I add my company logo in the quotation template?

Yes, you can easily add your company logo to the quotation template. Simply upload or insert your logo in the header section before saving or printing.

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