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Quote Template
Put a proposed scope and price in writing. Compare the filled example, check each detail and save your own copy.
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Example document. Edit every detail.
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What this quote needs
All set
- Quote number
- Issue date
- Your business name
- Customer name
- Items and prices
- Valid until
Next steps
Follow the form, preview and download
These pictures show the same document generator with fictional example details.
- 1
Add your own details
Replace the example names and contact details in the form. Keep only information that belongs in this document.
Add your own details - 2
Read the filled document
Check the page preview after changing the text. Read the amounts, dates and page breaks before exporting.
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Save the checked copy
Use the download controls above the preview. Open the saved file and give it one final read before sharing.
Save the checked copy
What you get
Three document styles
Compare Classic, Modern and Minimal layouts.
Download a PDF
Save a copy when the names and figures are right.
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Choose paper size
Use A4 or Letter and check the page breaks.
Keep editing
Return to the form to correct a detail before sharing.
Examples
These are fictional details. Choose an example, then replace them with your own.
How to use this template
- 1
Replace the quote details
Start with quote reference and proposed work. Replace the fictional sample with information from your own records.
- 2
Read the draft in the preview
Check materials allowance beside valid until. Read each page from the perspective of a customer deciding whether to accept the work.
- 3
Save and open the finished document
Choose PDF or Word above the preview. Check acceptance in the saved copy before sharing it.
Using this quote layout
A quote template puts a proposed scope and price in a document the customer can consider. This sample concerns a proposed cabinet repair before any work starts. Read it as an offer that still needs your own commercial judgment. The generator gives you item rows, a validity date and an acceptance area, while you supply the agreed descriptions and conditions.
Quote reference
When preparing a quote, confirm quote reference before treating the price as ready to send. The example is q-0104. Use a reference that follows the proposal through approval. Read proposed work in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Proposed work
When preparing a quote, confirm proposed work before treating the price as ready to send. The example is repair the cabinet doors and replace hinges. State what you are offering. Read quantity and unit price in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Quantity and unit price
When preparing a quote, confirm quantity and unit price before treating the price as ready to send. The example is 3 hours at the agreed rate. Show how the offered price was put together. Read materials allowance in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Materials allowance
When preparing a quote, confirm materials allowance before treating the price as ready to send. The example is one pair of replacement hinges. Say whether the parts are included in this proposal. Read customer details in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Customer details
When preparing a quote, confirm customer details before treating the price as ready to send. The example is alex Morgan, Project Cedar. Address the proposal to the person making the decision. Read valid until in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Valid until
When preparing a quote, confirm valid until before treating the price as ready to send. The example is a date you have agreed to hold the price. Check this field before sending an old draft again. Read notes in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Notes
When preparing a quote, confirm notes before treating the price as ready to send. The example is access to the workshop to be arranged. Keep assumptions close to the price. Read acceptance in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Acceptance
When preparing a quote, confirm acceptance before treating the price as ready to send. The example is a space for the customer to acknowledge the proposal. Read the whole offer before inviting acceptance. Read quote reference in that same offer. The customer should be able to see the proposed work and decide what to ask about before accepting it. Use the notes to resolve a scope question instead of expecting the layout to explain an unwritten assumption.
Review the quote before saving
Read a quote from the customer's perspective before inviting acceptance. They need to see what work is included, how the price is expressed and which assumptions belong with it. Explain anything the customer must supply, such as access or an approved material choice, in the notes rather than leaving it in an earlier conversation. If a line is a fixed package, describe the included scope instead of giving a quantity that looks like hours. Check the valid-until date before resending an old proposal. When the customer requests a change, review the whole affected section and issue a clear current copy. Keep the earlier version in your own records so an acceptance can be matched to the proposal the customer actually received.
Common questions
What does the quote template include for acceptance?
The generator can include an acceptance area beneath the proposed work and price. Read the validity date and notes before using it. The document should explain what the customer is being asked to consider, including the scope behind the total.
Can I reuse a quote for a revised scope?
Update the item descriptions, quantities, price and validity details rather than only changing the total. Make the current proposal clear to the customer and keep your records of earlier versions so the two are not confused.
How do I replace the quote example?
Use the form to enter proposed work and then work through valid until. The preview updates from your entries. All names and figures in the gallery are fictional and need checking before use.
Can I download this quote in two formats?
PDF preserves the previewed page arrangement. Word provides editable text and may reflow when opened. Use the current draft to put a proposed scope and price in writing; whichever format you choose, inspect the saved copy before sharing it with a customer deciding whether to accept the work.
Will this quote send itself to anyone?
No. Download the checked copy, then choose how to share it. Your entries are used on this device. On a shared computer, clear the saved draft when you no longer want those details stored in the browser.