What is a business quote?

A business quote puts your offer and price in writing. It explains what you'll provide and the terms your customer can accept.

Can one business quote include products and services?

Yes. Give each separately charged product or service a quantity and unit price. For a package, describe the included products and services under one price so you don't charge twice.

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

A quote presents an offer for the customer to review. An invoice requests payment. An accepted quote is not proof that the customer has paid.

What is the difference between a quote and a proposal?

A quote says what you'll provide and what it will cost. A proposal also explains how you plan to do the work and why you recommend that approach. It can include quoted prices.

Can I customize a business quote?

Yes. In Docelf, you can change the business and customer details, item descriptions, prices, and terms. You can also add your logo and choose colors and fonts.

Can I turn an accepted business quote into an invoice?

Yes. Create an invoice from the quote in Docelf to reuse the customer and item details. Check it against the agreed scope and price, then send it when you're ready to bill.

Free Business Quote Templates

Choose a quote that fits the sale or project

Choose a quote for a sale, project, bid or proposal. Put the offer in writing so customers can understand the terms and say yes with confidence.

Create the quote in Docelf, then email it, print it or download a PDF.

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Free business quote templates from Docelf

Choose a Quote for the Offer You Are Making

Start with what your customer needs to approve: an everyday purchase, a product order, or a larger project. Choose a starting point below, then describe the actual offer in your own words.

Everyday Business Quotes

For a routine job or customer order, start with the Business Quote Template. Company and Small Business cover similar needs; your business size does not require a different document.

Customer and Custom are useful for a specific request or an offer outside your usual package. Include your business details so your customer knows who to contact.

Product Prices and Customer Orders

Choose Product when the exact model, specification, and quantity matter. Price works for a single item, service, or package. Sales gives you room to describe the proposed sale and its terms.

Order and Purchase both work for a proposed customer order. Use either to list the quantities and order details. A Vendor quote answers a buyer's request with your price, availability, and how soon you can supply the items.

The Invoice Quote page shows itemized charges before billing. The document is still a quote; an invoice requests payment.

Bids, Proposals, and Detailed Terms

A Bid quote prices a defined job. A Quote Proposal also explains your approach and what you'll deliver. Quote Contract keeps the proposed scope, price, and terms together. Start with whichever matches the customer's request.

Make the Scope, Price, and Next Step Clear

Before you send the quote, check that your customer can tell what they are agreeing to.

Contact details: Include your business and customer contact details.
Quote reference: Add a unique quote number and the quote date.
Your offer: Describe the products, services, quantities, or deliverables.
Price: Show unit prices and any tax or discount. State the currency and total.
Extras and exclusions: Separate optional work from what's included. Name any exclusions or extra charges outside the total.
Dates: Give the quote's valid-until date and any proposed delivery or project dates.
Acceptance: Explain how your customer can accept.
Payment: State when payment is due and any deposit you're requesting.

Example: Products With Optional Installation

Suppose your customer asks for 20 desk lamps and delivery. List the lamp model, quantity, and unit price. Add delivery as its own item in Docelf so the charge is included in the subtotal.

For an offer that includes delivery but not installation, you could write: “20 [model] desk lamps, delivered to [address]. Installation is not included in this quote.”

If the customer chooses installation, agree on its price and update the offer before acceptance.

The quote terms examples cover how long an offer lasts, when payment is due, and how changes are handled. In Terms and Conditions, keep only the policies your business actually uses.

Put Your Business Offer in Writing

List the products or services your customer requested. Docelf calculates the total as you add prices. Review the offer, then email the quote or download a PDF.

Create Free Quote

Follow Up on the Customer's Response

After you create and email a quote through Docelf, its document history shows when it was delivered and opened.

Your customer can accept or decline online, and Docelf emails you when they respond. If they request a change, update the scope and price together and send the revised quote for review.

Related Quote Templates

Need help with a particular trade or a file type? Choose another way to browse.

Business Quote Template FAQs

What is a business quote?

A business quote puts your offer and price in writing. It explains what you'll provide and the terms your customer can accept.
Can one business quote include products and services?

Yes. Give each separately charged product or service a quantity and unit price. For a package, describe the included products and services under one price so you don't charge twice.
What is the difference between a business quote and an invoice?

A quote presents an offer for the customer to review. An invoice requests payment. An accepted quote is not proof that the customer has paid.
What is the difference between a quote and a proposal?

A quote says what you'll provide and what it will cost. A proposal also explains how you plan to do the work and why you recommend that approach. It can include quoted prices.
Can I customize a business quote?

Yes. In Docelf, you can change the business and customer details, item descriptions, prices, and terms. You can also add your logo and choose colors and fonts.
Can I turn an accepted business quote into an invoice?

Yes. Create an invoice from the quote in Docelf to reuse the customer and item details. Check it against the agreed scope and price, then send it when you're ready to bill.