Free Editable Quote Template
Update the quote without starting over
Need to revise the offer before approval? Update the scope or price, and Docelf recalculates the total so the latest version stays accurate.
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.
Editable Quote Template Examples
Use these previews for layout and wording ideas. Start with the example closest to the quote you expect to revise, then create your own version in Docelf. Change the offer as the job develops.
Popular Editable Quote Layouts
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Editable Quote Example
Create Free Quote -
Free Editable Quote Template
Create Free Quote -
Print-Ready Editable Quote
Create Free Quote
Other Quote Layouts You Can Change
Edit the Working Quote, Not the Final PDF
The offer can change before a customer accepts it. Keep the working quote editable in Docelf so the current version is easy to find and the total stays accurate.
When the quote is final, email it from Docelf or download a PDF. If something changes later, update the quote and send the revised version for acceptance.
Keep One Editable Quote in Docelf
Update the working quote as the job changes. Docelf recalculates the total and keeps the current version ready to send.
What Is an Editable Quote Template?
An editable quote template is a reusable quote you can update for a new customer or revise before acceptance. The business details and layout stay in place while the offer changes.
Use it while you are still refining the scope or the customer is choosing options. It also works well when you send similar quotes with different quantities and prices.
How to Use an Editable Quote Template
Build the first version around what you know now. Keep the quote in Docelf, update it when details change, and send the current version when it is ready.
- Add Your Business: Add your business name, contact details, and logo. Docelf saves the details for the next quote.
- Add the Customer: Choose a saved customer or enter the customer's name, business, and contact details.
- Add the Quote Number and Dates: Use a unique quote number. Add the issue date and a valid-until date when the offer should expire.
- Build the First Version: Add the work, products, or services you know now. Keep the descriptions clear enough to revise later.
- Set the Price: Add quantities, rates, discounts, and sales tax when they apply. Docelf calculates the subtotal and final total.
- Revise the Scope and Terms: Update timing, payment terms, exclusions, and other details when the job changes.
- Send the Current Version: Review the latest customer, scope, price, dates, and terms. Email it or download a fresh PDF.
What You Can Edit on the Quote
Update the parts that change from customer to customer or version to version:
- Customer and project details
- Quote number, issue date, and valid-until date
- Products, services, quantities, and descriptions
- Rates, discounts, sales tax, deposits, and totals
- Optional items and alternative prices
- Timing, payment terms, and exclusions
- Logo, fonts, colors, and footer details
- Acceptance instructions and supporting attachments
Keep Revisions Clear
A customer should be able to tell which version is current and what changed.
Update the Dates
Use a current issue date and valid-until date when you revise the offer.
Show Changed Work
Update the scope and line items instead of relying on a separate email to explain the price.
Recheck the Total
Let Docelf recalculate after quantities, rates, discounts, or sales tax change.
Send the Current Version
Review the quote before sending so the customer does not approve an older copy.
Accepted the Editable Quote? Lock In the Next Step
Turn the accepted quote into an invoice in Docelf. Docelf copies the customer details, final scope, and price from the version the customer approved.
Editable Quote Template File Formats
Choose a document for flexible writing, a spreadsheet for line-item calculations, or keep the working quote in Docelf as the job changes.
Other Editable Quote Formats
Choose online for sending and tracking, Word for document editing, or Excel when the price needs spreadsheet calculations.
Editable Quote Template FAQs
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What is an editable quote template?
An editable quote template is a reusable layout you can update for each customer. Change the scope, line items, prices, dates, and terms without rebuilding the document.
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What can I change in an editable quote?
You can change the customer, products or services, quantities, and prices. Update sales tax, discounts, dates, and terms as needed. You can also change the logo, colors, and acceptance details.
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Does Docelf update the quote total when I edit it?
Yes. Docelf calculates line totals, the subtotal, discounts, sales tax, and the final total from the values in the quote.
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How should I handle a revised quote?
Update the scope, price, dates, and terms in the working quote. Review it, then send the revised version so the customer can accept the current offer.
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Can my customer edit the quote?
The customer can review and accept the quote you send. Keep changes to the offer in your Docelf quote so you control the current version.
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Can I turn the final edited quote into an invoice?
Yes. Create the invoice from the accepted quote. Docelf copies the customer details, agreed line items, and prices into the invoice.
Ready to Create a Quote You Can Keep Editing?
Keep one current offer as the job changes, without rebuilding the quote from scratch.
- Revise the scope, quantities, rates, and terms in one place
- Let Docelf update the totals after each change
- Send the current version or download a fresh PDF
