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Quote Template
Provide clear cost estimates and project details easily with this Quote Template.
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Quote Template
1. Quote Information
Quote Number: [#]
Date Issued: [Date]
Valid Until: [Expiration Date]
Prepared By: [Your Name / Company Name]
Email: [Your Email Address]
Phone: [Your Phone Number]
2. Client Information
Client Name: [Client Full Name / Company Name]
Contact Person (if applicable): ___________________________
Email: ___________________________
Phone: ___________________________
Billing Address: ___________________________
3. Description of Services or Products
Item / Service Description | Quantity | Unit Price | Total |
Subtotal: $__________________
Discount (if any): $__________________
Tax (%): $__________________
Total Amount: $__________________
4. Notes and Terms
This quote is valid for [X] days from the date of issue.
Prices are based on the information provided and may be subject to change.
Delivery timeline: [e.g., within 10 business days of confirmation]
Payment terms: [e.g., 50% upfront, 50% upon delivery]
All items/services are subject to availability.
5. Acceptance of Quote
To accept this quote and initiate the project/order, please sign below and return a copy.
Client Signature
Name:
Date:
Authorized Representative (Your Side)
Name:
Date:
Details
Learn more about
Quote Template
QUOTE TEMPLATE FAQ
What is a Quote Template?
A quote template is a standardized document used by businesses to provide potential clients with an estimate of the costs, timelines, and deliverables for a product or service. It ensures a consistent format for presenting pricing information and other key details, making it easier for clients to review and compare proposals.
Why do you need a Quote Template?
You need a quote template to communicate costs and expectations clearly upfront, helping clients make informed purchasing decisions. It also reduces misunderstandings, streamlines the quoting process, and creates a professional, branded impression. By standardizing quotes, you ensure accuracy, consistency, and efficiency in your sales process.
When should you use a Quote Template?
Use a quote template whenever you need to provide potential customers with a formal estimate for goods or services—whether for one-time projects, recurring contracts, or bulk orders. This applies to both business-to-business (B2B) and business-to-consumer (B2C) transactions.
How to write a Quote Template?
Include your company name and contact details, the client’s information, a detailed breakdown of items or services, quantities, unit prices, total estimated cost, applicable taxes, project timelines or delivery dates, payment terms, the validity period of the quote, and instructions for acceptance. You can also include optional terms and conditions to clarify scope and responsibilities.
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