Free Custom Quote Template
Create a professional custom quote in minutes
Show how special requests or options change the scope and price. Clear choices help customers compare the options and feel confident hiring you for the tailored work.
Email, print or download your quote 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 layout ideas, then add the details that make your offer different. Every preview opens the same quote editor, where you can enter the selected work and style the document.
Price Tailored Work Without Starting From Scratch
A custom quote is a price offer built for one customer, project, or order. Use it when measurements, materials, or other choices make a standard package too broad to explain the work.
Custom work changes from customer to customer, but the whole document does not have to. Reuse saved customer, product, and service details in Docelf, then adjust the descriptions and prices for this job. For a straightforward offer without special requirements, use the business quote template.
How to Use a Custom Quote Template
Start with the version of the work you are offering. Put the selected items in the pricing table, then explain the details behind that price in Terms and Conditions.
- Business Details: Enter your business name and contact details.
- Your Logo: Add your logo. You can also choose your colors and fonts.
- Customer and Job: Add the customer and identify the custom job or project.
- Number and Dates: Check the quote number, issue date, and valid-until date.
- Selected Work: Describe the included work with quantities and unit prices.
- Check the Total: Check the quantities, prices, and applicable tax. Docelf calculates the total.
- Terms and Sending: Add scope and payment details in Terms and Conditions. Review, then email or download a PDF.
How to Fill In Custom Quote Line Items
Describe the choices that the price covers. A size, material, finish, or service level is more useful than a line that only says “custom work.” Show separately priced work on its own line so the customer can follow the total.
This fictional offer is for three made-to-size oak shelves with a clear satin finish and fitting. Prices are in US dollars, and the 8% tax on all three items is illustrative. Use the prices and tax treatment that apply to your work.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 3 | Oak shelf with concealed brackets — 36 × 10 inches | $85.00 | $255.00 |
| 3 | Clear satin finish — per shelf | $20.00 | $60.00 |
| 2 | Shelf fitting — labor hours | $65.00 | $130.00 |
| Subtotal | $445.00 | |
| Sales Tax (8% illustrative) | $35.60 | |
| Quote Total | $480.60 |
What to Include in Custom Quote Terms
The Terms and Conditions field explains what you have assumed when pricing the work. For a made-to-size job, that may mean agreed measurements, the customer's selections, and anything they need to prepare before you arrive.
Add the validity period, expected timing, and payment terms your business actually uses. If you require a deposit, explain when it is due. The sample below belongs to the shelf quote above; adapt it to the job and replace the date before sending.
Example: Terms and Conditions
- This quote is valid until [date]. We will agree on a fitting date after acceptance.
- The price covers three 36 × 10-inch oak shelves, concealed brackets, a clear satin finish, and fitting. The wall must be sound and the fitting area accessible; wall repairs are not included.
- Payment is due on completion. Changes to the size, material, or finish require a revised quote for approval before the changed work begins.
Keep Optional Choices Out of the Agreed Total
The item table should price one clear offer. Adding an unselected upgrade as an ordinary priced item also adds it to the total, so the word “optional” alone is not enough.
For a simple alternative, describe the option and its price in Terms and Conditions, making clear that it is not included in the quote total and whether its price includes tax. If the customer needs to compare complete packages, send a separate quote for each. Once they choose, update the main offer so its items and total match that choice.
For example, a customer may prefer a painted finish to the satin finish above. Explain the alternative first, then replace the finish line and update the terms if they select it. If a change affects the scope, timing, or price after acceptance, send a revised quote and agree on it before starting the changed work.
Create a Custom Quote for This Job
Put the customer’s chosen scope into one offer. Docelf calculates the total as you add the items. Review it, then send the quote for a decision.
Custom Quote, Estimate, or Invoice?
Use the document that fits what you know about the work and whether you are offering a price or asking for payment.
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. It shows what the customer owes and when to pay.
More Custom Quote Layouts
These remaining layouts give you more ways to present the offer. Keep the selected scope, price, and terms just as clear whichever style you use.
Custom Quote Template File Formats
Use Word or Google Docs for detailed scope wording, or Excel or Google Sheets for quantities and rates. These pages provide separate file templates; Docelf downloads the finished online quote as a PDF.
Related Templates for Tailored Offers
Use the product template for specifications and quantities, or the price template when the main question is cost. The business, company, and customer guides cover other ways to present the offer.
After You Send the Custom Quote
Your customer can accept or decline the emailed quote online. Check its document history for delivery and viewing information; Docelf updates the status and emails you when the customer responds.
If they ask about an option, confirm the exact selection before changing the offer. Keep the final scope easy to identify in the quote itself, even when you discussed the details by phone or email.
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?
Work out your time, materials, and overhead before choosing your selling prices. Show the chosen scope with quantities and unit prices your customer can review. Include only the selected work in the quote total.
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How should I show options and add-ons?
Keep unselected alternatives out of the item table used to calculate the total. Describe a simple option in Terms and Conditions with its price and whether tax applies, or send a separate quote for a different package. Update the main offer once the customer chooses.
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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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How do I distinguish a revised custom quote?
You can duplicate the quote to create a new draft with a new number. State which earlier quote it replaces in Terms and Conditions. Check the scope, dates, and prices before sending, and tell the customer which version to review.
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Can I turn a custom quote into an invoice?
Yes. Create an invoice from the quote when it is time to bill. Docelf copies the customer, item, and price details. Check them against the final agreed scope and add the due date before sending.
Ready to Price the Custom Work?
Build the quote around this job without burying the customer in every possible option.
- Price the selected scope with clear item descriptions
- Record the assumptions that affect the price
- Email the custom quote or download a PDF
