After creating Invoice Templates, I decided to create a Quotation Templates as well. I always consider Quotation and Invoice as part of one process i.e. sales transaction. First of all, customer asks for Quotation and once he agreed with terms and conditions, he step forward for a transaction that requires an invoice be generated. So Invoice Template without Quotation Template is incomplete tasks and hence I completed it today. Please let me know your views on this by posting comments.
- Quotation Form Template A free customizable quotation form template is provided to download and print. Quickly get a head-start when creating your own quotation form. Edraw allows you to create your quotation form less than one minutes with pre-made templates.
- A Sales Quotation Template is used when a business needs a form in any transaction where the cost of goods and/or services can vary. Alterations in price can be due to a number of reasons: materials, seasonal items, labor costs, etc. Thus, this form will relate to the customer a rough estimate of how much the good/service will cost them.
- 47 Professional Quote Templates (100% Free Download) A quote or quotation template is an important document used in business. You would prepare the template to indicate all the price details of the services you offer. It may also contain a breakdown of the work which you’ll do for your client.
- The customer name also needs to be there. The body of the quotation follows the header and the footer comes next with the total amount and validity of the quote. The free quotation templates can help you know further about quotations. Preview & Download Details.
Using Free Quotation Templates A Business is generally buying and selling, either of products or services along with dealing with the clienteles and other business-related affairs. The customers or clients from small businesses are mostly single peoples instead of an organization or larger companies. Quotation forms are an important part of best business practices. In order for a business to run smoothly and efficiently, any transactions that are made must be recorded. A quotation template is used to provide proper documentation, details, and contact information of the transaction. At the top of the template, you can add a quote number and customer ID for record keeping, as well as the date by which a customer has to accept it. Add your data, and the template will calculate costs including tax, shipping, and customer discounts. You can save this Excel quote template as a PDF and send it to clients via email.
It is highly recommended for you to make this Sales Quotation on your company’s letterhead because it looks more professional this way. First, put your name on the quote document and then provide the name of the customer who requires this quote along with the date. Then, enroll all the services you are willing to provide the clients along with the name of the business company for each kind of services respectively. Then, mention the charges for each kind of services and if you want, you can also provide the payment schedule and time.
Here are previews and download links for these Quotation Templates.
If you need to see more templates, please visit these Free Quotation templates in MS Word and MS Excel.
Under all settings they are working for, consultants charge for all their practical and virtual assistance. When a customer visits a consultant and ask about their service, these professionals provide them consultancy and finally a consultancy price quotation called Consultant Quotation. Consultant Quotation is a document that the consultants provide to their customers and clients on demand and contains the price details for consultancy services.
Consultant Quotation is very simple to design that you can do yourself by following some tips and guidelines described here. This document is created and printed on company’s official letterhead. It does not only make the document more authentic but also one can claim it in case of any legal disputes in future.
Put the registration number assigned by government agencies in one of the corners. Mention name of the consultant and customer with complete contact information of both parties. Enlist all the consultancy services that are to be provided to the client. If you deal multiple fields, it’s better to make separate categories for each kind of services provided. Make another field to mention the charges for each service along with payment terms, procedure and duration to pay in full in very clear manner. Special offers and discount always attract the customers. If you have any offers for a particular field, service or criteria, don’t forget to mention it in Consultant Quotation.
At last, mention the terms and conditions which you want your customer to agree upon such as during the ceremony, the photographer won’t stay in a hotel less than 4 stars or the assigned photographer is a vegetarian etc. If you want to offer a special discount to the client, that needs to be mentioned at the end of the quote. Get the Photographer Quotation signed or approved by the supervisor first and then hand it over to the customer.
Related Word Templates:
Multipart article
by Andy Marker on Jul 18, 2018
A price quote describes the cost of products or work to be performed. Unlike a job estimate, which only estimates costs, a quote can be legally binding once a customer accepts it, at which point clients receive an invoice for the goods or services in the quote. Freelancers, construction contractors, and many others use quote forms. Download free quote templates for Microsoft Excel and Word, PDF, and Google Sheets for an efficient quotation process.
Generic Pricing Quote Templates
Sales Quote Template
This sales quote template allows you to clearly list products, item quantities, unit prices, and total costs. At the top of the template, you can add a quote number and customer ID for record keeping, as well as the date by which a customer has to accept it. Add your data, and the template will calculate costs including tax, shipping, and customer discounts. You can save this Excel quote template as a PDF and send it to clients via email.
Services Quote Template
Provide clients with a quote for services with this hourly price quote template. Sections are included to add a brief project overview or description of the work to be completed, as well as an itemized list of tasks. Enter the hours needed for completing each task, hourly rates, and any applicable taxes or other charges. Customize the template with a business logo and instructions or terms and conditions that the client needs to know.
Job Quote Template
Use this generic quote template for a range of jobs, listing hourly services, required materials, product sales, or other job-related costs. Include a project description so that clients have a summary of the work to be performed along with line items for specific expenses. The deadline for acceptance is clearly printed at the top, and customers can accept the quote by signing on the signature line. This is a Google Sheets template that you can share with clients via your Google Drive account or send via email.
Free Quote Forms Templates
Download Job Quote Template
Excel Google Sheets
Price Quote Templates by Job
Construction Quote Template
Designed for construction jobs, this Excel template includes sections for itemizing labor costs, materials, and other charges. Provide customers with a detailed quote that includes terms and conditions, work starting and ending dates, payment instructions, and more. Contractors can use this quote template for any type of residential or business construction project.
Landscape Quote Template
Landscaping companies can provide customers with a quote for services with this comprehensive form. The template includes sections for client information, work description, terms of service, and costs for labor and materials. Identify whether the quote is for a one-time landscaping job or repeat service, include work dates, and provide a total cost quotation for clients to accept.
Download Landscape Quote Template
Excel Word PDF
Painting Quote Template
Create a quote for a painting job that shows costs for work completed on exterior and interior spaces. This quote form shows itemized and total costs for painting labor and materials, the job location, billing address, deadline for quote acceptance, and contact information for the painting business. A signature line and room for comments, instructions, or terms are also included on the template.
Download Painting Quote Template
Free Quotation Forms Template
Excel Word PDF
Roofing Quote Template
This roofing quote template allows you to add details about the job to be completed, the type of roofing materials used, hourly rates for work, and unit costs for supplies. Providing customers with a thorough quote can help them understand the scope of a roofing project and inform their decision when comparing bids. Customize this quote form to include general terms and conditions along with whatever information is relevant for a particular job.
Download Roofing Quote Template
Excel Word
Electrical Quote Template
Provide customers with a detailed quote that shows all elements of an electrical job, from materials (like wiring and light fixtures) to the labor required for installation and other services. Add a description of the job, hourly rates, payment terms, and additional costs. If more detail is required, expand the template to include separate rooms, buildings, or other spaces that are part of a larger electrical job.
Download Electrical Quote Template
Excel Word
Cleaning Quote Template
Whether you’re providing residential or commercial cleaning services, create a professional quote template to help expand your business. This template offers a simple layout that’s easy to use, which saves you time and enables clients to get the information they need quickly. Include an itemized list of cleaning services and costs, details about the job location, terms and conditions, and the total price.
Download Cleaning Quote Template
Excel Word PDF
The Value of a Price Quote
There are a few benefits to providing customers with a sales quote for goods or a service quote for hourly work. Here are some of the ways that businesses can benefit from offering quotes:
- Legal Documentation: If a misunderstanding occurs while working with a client, especially one that could lead to a legal dispute, the price quote serves as proof of an agreement.
- Professional Image: Presentation matters when businesses are competing against each other for a bid. A professional quote is one element of helping customers feel confident about working with you.
- Standardized Process: Having a standard quote template that you can adjust slightly for specific clients helps save time and boost efficiency.
- Accurate Records: Having easy access to information about previous sales orders or projects can help you provide better customer service to ongoing clients. Keeping records is important not only for handling potential disputes, but also for building client relationships.
Dev c%2b%2b calculator code. Price quotes provide clear communication to customers about pricing and the terms and conditions of an agreement.
What to Include on a Quote
Free Quotation Forms Templates
If you’re creating quotes for potential clients or responding to a request for quote (RFQ), here are some important details to consider including:
- Expiration Date: Quotes are only valid for a limited period of time. Include an expiration date so that customers know the deadline for deciding whether to accept the quote and enter into a sales agreement.
- Quote and Customer ID Numbers: Use tracking numbers to keep records organized and easily accessible.
- Preparer: Including the name of the person who prepared the quote lets clients know who to contact if they have questions about information in the quote or how to complete the sale.
- Contact Information: A quote form typically includes contact info for both the customer and supplier.
- Shipping Details: If items will be shipped, you can choose to include the shipping method, delivery date, costs, and other details.
- List of Goods or Services: Provide a detailed list of goods or services along with prices for each item. For service quotes, this may include descriptions of each task to be completed, the number of hours needed, and the total cost based on an hourly rate.
- Net Price: Clearly list the net price including taxes, shipping fees, and other charges. Clients shouldn’t find out about any hidden costs later. The quote is designed to establish a final sale — as opposed to a job estimate, which may change. If you are offering incentives such as discounts to new clients, be sure to also subtract that amount from the total expenses.
- Terms and Conditions: In some cases you may only need to add payment terms. If you need to spell out other terms and conditions, include a section for those details.
- Customer Signature: Quotes often include a signature line for clients to formally acknowledge their acceptance.
Once a quote is accepted, you can turn it into an invoice by simply removing the expiration date, changing the quote number to an invoice number, switching the preparer to salesperson, and adjusting any other details so that the form can serve as a bill rather than a quote.
Streamline the Price Quote Process with Real-Time Work Management in Smartsheet
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.