Free Quote Template
Create a professional quote in minutes
Show the work, price and terms clearly so your customer can review the quote quickly. Make it easy for them to accept the quote so you can win the job.
Email, print or download your quote as a PDF.
14-day free trial. No credit card required.
Price the job. Send the quote. Get back to work.
Popular Quote Examples
Use these previews for layout ideas. Each opens the same Docelf quote maker, where you can add your own details.
-
Free Quote Template
Create a clear quote with the offer, price, and terms.
Create a Quote -
Printable Quote Template
Create a quote that is easy to review on screen or print and hand to your customer.
Create a Quote -
Formal Quote Template
Present the offer, price, and terms in a formal layout. Add a place for the customer to accept.
Create a Quote
What Is a Quote?
A quote is a written offer. It tells your customer what you will provide and what you will charge before the work or sale begins. It also explains the terms and how long the offer is valid.
Use a quote when you know enough about the job or order to offer a specific price. The scope and terms explain what that price covers, so your customer can decide whether the offer fits.
Quote, Estimate, or Invoice?
Choose the document based on how certain the price is and whether payment is due.
Quote
Work and price are clear? Use a quote to give your customer a specific offer they can review and accept.
Estimate
Final cost may change? Use an estimate to show your best prediction based on the work and costs you know now.
Invoice
Ready to collect payment? Send an invoice showing the amount due and when to pay.
What Should a Quote Include?
Your customer should be able to check the offer without asking what the price covers. Include these details, with timing and terms that fit the job:
- Your business details and logo
- Your customer's details
- A unique quote number, issue date, and valid-until date when needed
- What you will provide
- The quantity and price for each item
- Discounts and sales tax when they apply
- The expected timing or delivery details
- Payment terms and anything not included
- A clear way for the customer to accept or sign the quote
How to Create a Quote
Start with your business and customer details, then build the offer. Docelf calculates the total from the quantities, prices, discounts, and taxes you enter.
- Your Business: Enter your business name and contact details.
- Your Logo: Add your logo to match your other documents.
- Customer: Choose a saved customer or enter their details.
- Number and Dates: Add a unique number, issue date, and optional valid-until date.
- Items and Prices: List items, quantities, and unit prices; add any discount or tax.
- Terms: Add scope, timing, payment terms, and exclusions in Terms and Conditions.
- Review and Send: Add a signature field if needed. Review, then email or save a PDF.
How to Fill In Quote Line Items
A useful description explains what the customer is buying. If you charge by the hour, visit, or item, name that unit so the quantity makes sense. Keep separately priced materials and labor on their own lines.
This fictional quote is for planting six shrubs in a prepared garden bed. The prices and 8% tax rate are illustrative; use the rates and tax treatment that apply to your work.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 6 | Small shrubs — plants | $30.00 | $180.00 |
| 4 | Planting compost — bags | $12.00 | $48.00 |
| 3 | Planting labor — hours | $50.00 | $150.00 |
| Subtotal | $378.00 | |
| Sales Tax (8% illustrative) | $30.24 | |
| Quote Total | $408.24 |
What to Include in Quote Terms
The item table shows the price. The Terms and Conditions field explains the details behind it, such as when the offer expires, when you can do the work, and when payment is due. Include only terms your business actually uses.
For the planting quote above, a short scope note makes clear that the garden bed needs to be ready. Adapt this wording to the job and replace the date before sending.
Example: Terms and Conditions
- This quote is valid until [date]. We will agree on a planting date after acceptance.
- The price covers six shrubs, compost, and planting labor in a prepared bed. Removing existing plants is not included.
- Payment is due on completion. Changes to the planting area or plant quantities require a revised quote for approval.
Ready to Put the Offer in Writing?
Put your offer into a quote your customer can review. Docelf calculates the total as you add the items. Check it, then email it or download a PDF.
After You Send the Quote
Your customer can accept or decline an emailed Docelf quote online. Check the document history for delivery and viewing information; Docelf updates the status and emails you when the customer responds.
If the customer asks for a change, update and resend the quote. Agree on the revised scope and price before starting the changed work.
When it is time to bill, create an invoice from the quote. Docelf copies the customer, item, and price details. Check them against the accepted offer, add the due date and payment instructions, then send the invoice.
Quote Templates by File Format
Use Word or Google Docs when you want to work on descriptions and terms. Choose Excel or Google Sheets for a pricing table with quantities and rates. These pages provide separate file templates; Docelf downloads your finished online quote as a PDF.
- Word Quote Template
- Google Docs Quote Template
- Excel Quote Template
- Google Sheets Quote Template
- Other Quote Formats
Rather create it online? Create the quote with Docelf.
Browse Quote Templates
Browse by industry for details suited to the work, such as cleaning, construction, or photography. The business collection covers sales, product orders, bids, and other common offers.
More Quote Examples
Start with a blank layout, review a sample quote, or create and send one online.
-
Online Quote Template
Create and send the quote in one place. Check delivery and viewing information in its document history.
Create a Quote -
Blank Quote Template
See the fields and layout before adding your own offer.
View Blank Quote -
Sample Quote Template
See how items, prices, and terms fit together in a completed quote.
View Sample Quote -
Simple Quote Template
Keep a short offer easy to read.
Create a Quote -
Fillable Quote Template
Fill in the customer, items, prices, and terms online.
Create a Quote -
Downloadable Quote Template
Create the quote online, then download the finished PDF.
Create a Quote
The landscaping quote example shows how materials and labor appear together in a service quote.
Quote Guides
The email guide has sending and follow-up wording. Use the breakdown and terms guides to explain the offer, or the analysis guide to compare quotes you receive.
Regional Quote Templates
Find quote templates for businesses in the United Kingdom and Australia.
Quote Examples
Start with the sample to see a completed offer, or the itemized template for a detailed price breakdown. The form, letter, document, and sheet pages offer other ways to present the same essentials.
Quote FAQs
-
What is a quote?
A quote is a written offer. It tells your customer what you will provide, what you will charge, and how long the offer is valid.
-
How do I create a quote?
Start with your business and customer details, then add the quote number and dates. Describe the products or services with quantities and prices so your customer can see how the total is built.
Include the timing, payment terms, and any exclusions that matter to the offer. Check the finished quote before emailing, printing, or downloading it.
-
What should I include in a quote?
Include your business and customer details, the quote number, and the issue date so the offer is easy to identify. List what you will provide with quantities, prices, and the total.
Explain payment terms and how to accept, with a valid-until date when needed. Timing and exclusions help your customer understand exactly what is included, even on a small job.
-
Can I create a quote online?
Yes. Enter the offer in Docelf and review it before emailing, printing, or downloading a PDF. Saving or editing the quote does not email it; you choose when to send.
-
What is the difference between a quote and an estimate?
A quote gives your customer a specific price for clearly defined work or products. 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 presents your offer before the sale or work begins. An invoice asks for payment and shows the amount due and when to pay.
-
Can I turn an accepted quote into an invoice?
Yes. Create the invoice from the quote when you are ready to bill. Docelf copies the customer, item, and price details; check them and add the due date before sending.
-
How do I download a quote as a PDF?
Create and review your quote, then download it as a PDF. You can save the file, print it, or attach it to an email. You can also email the quote directly from Docelf.
-
Why use a quote template?
A quote template gives you a clear starting point, so you do not have to build the document from scratch. It also helps you remember the main details and dates.
Docelf calculates the total, keeps quotes organized, and reuses saved details 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 puts the full offer in writing: who it is for, what you will provide, the price, and the terms. A quote number and clear validity period make it easier to refer to the right version when accepting or discussing changes.
-
How long should a quote be valid?
Choose a date through which you can stand by the offer, allowing time for your customer to decide. Consider how long your material prices and availability are reliable. Use the same date in the valid-until field and any written terms.
-
What is an RFQ (request for quote)?
RFQ stands for request for quote. A potential customer sends one to ask a business for a price.
Customers often request quotes from several businesses before choosing who to buy from, especially for larger projects or purchases.
-
How do I write a quote follow-up email?
If you have not heard back after a few days, send a short, friendly follow-up. Mention the quote number, include the quote link, and invite questions.
Example: Quote Follow-Up Email
Subject: Your quote [quote number]
Hi [name],
I’m following up on quote [quote number] for [job or order]. You can review and accept it here: [quote link].
Reply to this email or call me at [phone number] if you have a question or would like to change anything.
Thanks,
[Your name]
Ready to Send the Quote?
Your customer needs a clear offer. Make the quote the quick part.
- Email, print, or download your quote
- See when your customer opens and accepts it
- Reuse saved customer and item details