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 make a quote?

Start with a quote template and add your business and customer details. Give the quote a number and date. Add a valid-until date if you need one. List what you will provide and the price. Add quantities where needed. Add a discount or sales tax when needed. Include the timing and terms. When the quote is ready, print it, download a PDF, or email it. Docelf also shows when the customer opens it. After acceptance, turn it into an invoice.

What should I include in a quote?

Include your business and customer details. Add a quote number, date, and clear description of the offer. Use a valid-until date when needed. Show the quantities, prices, and total. Add payment terms and a clear way to accept. For larger jobs, include the timing and anything the price does not cover.

Can I create a quote online?

Yes. With Docelf, you can create and send unlimited quotes for 14 days. Add the customer, offer, price, and terms. Then email the quote or download a PDF. No credit card is required. The trial does not become a paid subscription unless you choose to upgrade. If you do not upgrade, your access ends when the trial expires.

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 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 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 and item details 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 save the file, print it, or attach it to an email. You can also email the quote directly to your customer 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 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 your customer accepts the quote, the quoted price covers the work listed. If the work changes, update the quote and ask your customer to accept the revised version.

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?

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’m following up on the quote I sent a few days ago. You can accept it using the link below. Reply to this email or call me at [phone number] if you have a question or would like to change anything. Thanks, [Your name] When you send a quote through Docelf, you can see when your customer opens it and get a notification when they accept it.

Free Quote Template

Ready to give your customer a clear price? Create a quote in minutes.

Describe the work. Set the price and terms. Docelf calculates the total. Send the quote and see when your customer accepts it. Then turn it into an invoice when you’re ready to bill.

Create Free Quote

14-day free trial. No credit card required.

Set the price. Send the quote. Keep the job moving.

Put the Price and Terms in Writing

Describe the work, set the price, and add the terms. Your customer can review the offer before deciding. Docelf calculates the total and keeps the quote with your other documents.

You can:

List what you are offering and the price
Set a valid-until date and explain what the quote covers
Add discounts and sales tax. Docelf updates the total
See when your customer opens or accepts the 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 the work and price are clear. Once your customer accepts it, the quoted price covers the work listed. If the work changes, update the quote and ask your customer to accept the revised version.

Use an estimate when the final cost may still change. Send an invoice when it is time to collect payment.

What Should a Quote Include?

A clear quote normally includes:

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

Ready to Put the Offer in Writing?

Add the customer, offer, and price. Add the terms. Docelf calculates the total. When your customer accepts it, turn the quote into an invoice.

Create Free Quote

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. Docelf can create it from the accepted quote, so the customer and item details are already there.

Quote Accepted? Turn It Into an Invoice

Once your customer accepts the quote, open it in Docelf and create the invoice. Docelf brings over the customer and item details.

Check that the invoice matches the accepted quote. Add the due date and payment instructions. Then send it.

How to Create a Quote

Not sure what goes where? Follow the steps below.

A useful quote tells the customer what you will provide, what it will cost, and how to accept. Keep the offer easy to review.

Add Your Business: Enter your business name and the contact details your customer should use.
Add Your Logo: Add your logo if you want the quote to match your other documents.
Add the Customer: Choose a saved customer or enter the customer's details.
Add the Quote Number and Dates: Add a unique quote number and issue date. Include a valid-until date if you need one.
List the Products or Services: Add each product or service. Include the quantity and price. Add any discount or sales tax.
Explain the Work and Terms: Explain what the quote covers and when you expect to deliver. Note anything that is not included.
Add Acceptance Details and Send: Add a signature field if needed. Check the quote, then email it, print it, or download the PDF.

Before you send: Check the customer and dates. Review the offer and total. Make sure the terms and acceptance details are clear.

After You Send the Quote

Update and resend the quote if the customer asks for a work or price change.
Get the revised quote accepted before you start the changed work.
Turn the accepted quote into an invoice when it is time to bill.

Quote Templates by File Format

Already work in Word, Excel, Google Docs, or Google Sheets? Start with the format you know.

Rather create it online? Create the quote with Docelf.

Browse Quote Templates

Choose the collection that best matches the quote you need. Browse templates by industry or business use.

Popular Quote Examples

Choose the example that fits your offer. Each card opens the same Docelf quote maker.