Free Custom Quote Template
Show how each choice affects the price
Pricing work that changes for each customer? Break the job into clear parts and show how each choice affects the price.
Create your quote in minutes. Email it, print it or download it as a PDF.
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Price the job. Send the quote. Get back to work.
Custom Quote Template Examples
Use these previews for tailored work that needs more than a standard price list. Choose a layout with room for the base scope and options. Keep assumptions, exclusions, and add-ons easy to find.
Popular Custom Quote Layouts
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Sample Custom Quote Template
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Free Custom Quote Template
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Printable Custom Quote Template
Create Free Quote
More Custom Quote Layouts
Price Tailored Work Without Starting From Scratch
Custom work changes from customer to customer, but the whole document does not have to. Start with a reusable quote. Then change the scope, line items, and terms for the job in front of you.
Use a custom quote when a standard package or price list does not explain the work well enough. For a general offer, use the business quote template.
- Reuse saved customer, product, and service details
- Separate the base scope from options and add-ons
- State assumptions, exclusions, and customer responsibilities
- Revise the quote and ask for acceptance again when the scope changes
Create a Custom Quote for This Job
Break the work into clear options. Docelf calculates the total and keeps each revised quote easy to find.
What Is a Custom Quote?
A custom quote is a price offer built for one customer, project, or order. It adapts the scope and terms to the customer instead of using one fixed package for everyone.
Use a custom quote when the job has details that change the price, such as measurements, selections, or special materials.
How to Use a Custom Quote Template
Start with what makes this customer or job different. Build the base scope first, then add options, assumptions, and terms.
- Add Your Business: Enter your business name and contact details.
- Add Your Branding: Add your logo, colors, and fonts if you want the quote to match your other documents.
- Add the Customer: Choose a saved customer or enter the customer and project details.
- Add the Quote Number and Dates: Use a unique quote number. Add the issue date and a valid-until date when needed.
- Build the Custom Scope: List the base work first. Add materials, labor, options, and add-ons as separate lines. Docelf calculates the totals.
- Add Assumptions and Terms: Explain measurements, selections, customer responsibilities, exclusions, timing, deposits, and change terms.
- Review and Send: Check the scope, options, total, and assumptions. Email the quote or download a PDF.
What to Include in a Custom Quote
Make the tailored parts easy to find so the customer can see exactly how the price was built.
- Your business and customer details
- A unique quote number, issue date, and valid-until date when needed
- The customer-specific scope, measurements, selections, or requirements
- Labor, materials, products, quantities, rates, and fees
- Optional upgrades, alternate choices, and add-ons shown separately
- Assumptions, exclusions, and customer responsibilities
- Timing, deposits, payment terms, and change conditions
- A clear acceptance method for the selected scope and options
Handle Options and Scope Changes Clearly
Custom work often includes choices. Keep the agreed base scope separate from optional upgrades so the customer can see what changes the total.
If the customer changes the work after acceptance, revise the quote. Do not rely on an old total that no longer matches the scope.
- Label optional items as optional instead of mixing them into the base price
- Show selected quantities, materials, finishes, or service levels
- State which assumptions the price depends on
- Send a revised quote when a change affects scope, timing, or price
Custom Quote, Estimate, or Invoice?
Use the document that fits how certain the scope and price are.
Custom Quote
Use a custom quote for tailored work, choices, or requirements that change from one customer to the next.
Estimate
Use an estimate when you cannot give a firm price because important scope or cost details are still uncertain.
Invoice
Send an invoice when payment is due. Turn the accepted custom quote into an invoice after the customer approves the final scope.
Use a general business quote when the offer is straightforward and does not need custom options. If the price is not firm yet, start with an estimate template. After the customer approves the final scope, create an invoice.
Custom Quote Template File Formats
Use a document for tailored scope notes, a spreadsheet for variable pricing, or Docelf to keep options, revisions, and totals together.
Related Templates for Tailored Offers
Choose a business, customer, product, or price quote when the offer is more specific than a general custom project.
Custom Quote Template FAQs
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What is a custom quote template?
A custom quote template is a reusable layout for a customer-specific offer. It lets you adjust the scope, options, price, and terms for each job.
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When should I use a custom quote?
Use a custom quote when the work does not fit a standard package or price. It is useful when measurements, selections, special materials, or customer-specific requirements affect the price.
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How do I price custom work?
Define the base scope first. Then list costs by group so the customer can understand the total. Add a margin where appropriate. Keep options and allowances separate so the customer can see what changes the total.
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How should I show options and add-ons?
Put each option or add-on on its own line and label it clearly. State whether it is included in the total or available for the customer to select.
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What should I do when the customer changes the scope?
Update the scope, price, dates, and terms in a revised quote. Ask the customer to accept the revised version before you continue with changed work.
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Does an accepted custom quote cover later changes?
It covers the scope and options listed in the accepted version. New or changed work should be documented and approved separately.
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Can I turn a custom quote into an invoice?
Yes. After the customer accepts the final quote, turn it into an invoice in Docelf without entering the customer and line items again.
Ready to Price the Custom Work?
Create the custom quote in Docelf and keep revisions clear as the job changes.
- Create options and add-ons as separate line items
- Email the quote or download a PDF
- Track when the customer opens and accepts it
- Turn the accepted custom quote into an invoice
