Free Quote Template

Quote FAQs

• What is a quote?

  A quote is a written offer that tells your customer what products or services you will provide and what you plan to charge. It usually includes the scope of work, itemized prices, terms, and how long the offer is valid.

• How do I make a quote?

  Start with a quote template and add your business information and your customer's details. Add a quote number, the quote date, and a valid-until date if you want to set a deadline for acceptance.

  List each product, service, hour of work, material, part, or other cost included in the job. Add a clear description, quantity, and unit price for each line item. Include discounts, sales tax, a project timeline, and terms when they apply.

  When your quote is ready, you can print it, download it as a PDF, or email it to your customer. With Docelf, you can also see when your customer opens the quote and turn an accepted quote into an invoice.

• What should I include in a quote?

  A professional quote should include your business details, your customer's details, a quote number, the quote date, a valid-until date when needed, and a clear description of the products or services you are offering.

  You should also include quantities, prices, discounts, taxes, totals, payment terms, and any important project details. For larger jobs, you may also want to include an expected timeline.

• Can I create a quote online?

  Yes. With Docelf, you can create and send unlimited quotes free for 14 days. Add your business details, customer information, products or services, prices, and terms, then print, download, or email your finished quote.

  No credit card is required. Your free trial will not automatically become a paid subscription. If you do not upgrade, it simply ends.

• What is the difference between a quote and an estimate?

  A quote gives your customer a specific price for a defined product, service, or scope of work. An estimate gives your best prediction of the final cost when the work, materials, or time are not fully known yet.

• What is the difference between a quote and an invoice?

  A quote tells your customer what you plan to provide and what you plan to charge before the sale or work begins. An invoice asks your customer for payment.

  When your customer accepts a Docelf quote, you can turn it into an invoice without entering the same customer and line-item information again.

• Can I turn an accepted quote into an invoice?

  Yes. After your customer accepts a quote, you can turn it into an invoice in Docelf. Docelf reuses the customer details and line items from the quote, so you do not have to enter the same information again.

• How do I download a quote as a PDF?

  Create your quote, then click the PDF button to download it as a PDF. You can also print the quote or email it directly to your customer from Docelf.

• Why use a quote template?

  A quote template helps you create clear, consistent, professional quotes without starting from scratch each time. It also helps you remember important details such as customer information, line items, prices, terms, and dates.

  Docelf calculates your totals, keeps your quotes organized, and lets you reuse saved customer, product, and service information on future documents.

• Is a quotation template the same as a quote template?

  Yes. In business, quote and quotation usually mean the same type of document. Both describe the products or services you are offering and the price your customer can expect to pay.

• What is a formal quote?

  A formal quote is a professional written offer that explains what products or services you will provide and what you will charge. It gives your customer the information they need to review your offer before deciding whether to accept it.

  Once the customer accepts the quote, the quoted price is generally expected to remain the same for the agreed scope of work.

• What is an RFQ (request for quote)?

  An RFQ, or request for quote, is a document a potential customer sends to a business to ask for pricing on specific products or services.

  Customers often request quotes from several businesses before choosing who to buy from, especially for larger projects or purchases. An RFQ may also be called an invitation for bid (IFB).

• How do I write a quote follow-up email?

  A few days after you send a quote, follow up with a short, friendly email. Remind your customer about the quote, give them an easy way to accept it, and invite them to ask questions.

  Here is an example:

  Hi [name],

  I just wanted to follow up on the quote we sent you a couple of days ago. We are excited about getting started on [the work you proposed in the quote].

  If you are happy with the quote, please click the link below to accept and sign it.

  If you have any questions or comments about the quote, please reply to this email or call me at [your phone number].

  Yours sincerely,

  [Your name]
  [Your company name]

  When you send a quote through Docelf, you can see when your customer opens it and get a notification when they accept it.