Free Order Quote Template
Confirm the price before the order is final
Need approval before confirming an order? State what the customer is buying, the price, and when you expect to deliver or start the work.
Create your quote in minutes. Email it, print it or download it as a PDF.
14-day free trial. No credit card required.
Price the job. Send the quote. Get back to work.
Order Quote Template Examples
Use these previews to organize an order before it is confirmed. Choose a layout with room for item names or codes and the order details the customer must approve. Keep availability, deposits, and terms easy to find.
Popular Order Quote Layouts
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Sample Order Quote Template
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Free Order Quote Template
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Printable Order Quote Template
Create Free Quote
More Order Quote Layouts
Confirm the Price Before You Confirm the Order
An order quote gives the customer the proposed order details before the order is final. It helps catch quantity or specification changes before you purchase materials or schedule fulfillment.
Use it for product orders, made-to-order work, service packages, or a mix of goods and services. If you are ordering from a vendor, use a purchase order template instead.
- List products, services, quantities, unit prices, and totals
- Add model numbers, sizes, colors, or other order specifications
- State availability, delivery, deposits, and order terms
- Keep the accepted order quote ready for the invoice
Create an Order Quote Ready for Approval
Add the order details and delivery terms. Docelf calculates the total and keeps the approved quote ready for billing.
What Is an Order Quote?
An order quote is a proposed price for products, services, or made-to-order work before the customer confirms the order. It shows what the customer plans to buy, the quantities, the price, and the delivery or fulfillment terms.
Use an order quote when the customer still needs to approve availability, delivery, or price. After acceptance, confirm the order using the process your business follows.
How to Use an Order Quote Template
Build the quote around the order the customer is considering. Make the item details, availability, delivery, and price easy to check.
- 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 sales documents.
- Add the Customer: Choose a saved customer or enter the customer and delivery contact details.
- Add the Quote Number and Dates: Use a unique quote number. Add the issue date and a valid-until date that matches price and availability.
- Build the Proposed Order: List each item or service, description, quantity, unit price, discount, and sales tax. Docelf calculates the totals.
- Add Delivery and Order Terms: State availability, lead time, shipping or delivery, deposits, returns, warranties, and other conditions.
- Review and Send: Check the specifications, quantities, total, delivery details, and terms. Email the quote or download a PDF.
What to Include in an Order Quote
The customer should be able to confirm exactly what they are ordering and what happens after acceptance.
- Your business and customer details
- A unique quote number, issue date, and valid-until date
- Products or services with descriptions, item numbers, or specifications
- Quantities, unit prices, discounts, sales tax, shipping, and the total
- Availability, lead time, delivery date, and delivery location
- Deposit, payment, cancellation, return, and warranty terms when relevant
- Any substitutions, customer approvals, or information still required
- A clear way for the customer to accept the order quote
What Happens After the Order Quote Is Accepted?
Acceptance confirms that the customer agrees to the order shown on the quote. Before you treat it as final, recheck stock, measurements, and delivery timing when they can still change.
Next, create the sales or work order your business uses. When payment is due, create an invoice from the accepted quote.
- Confirm availability and final specifications
- Collect any required deposit or customer-provided information
- Schedule delivery, production, or service work
- Create the invoice from the accepted quote when payment is due
Order Quote, Purchase Order, or Invoice?
Who is buying and who is selling determines which document you need.
Order Quote
A seller sends an order quote before the customer confirms the proposed items, quantities, price, and terms.
Purchase Order
A buyer sends a purchase order to a vendor to place or authorize an order under the listed terms.
Invoice
Send an invoice when payment is due after the order is accepted or fulfilled according to the agreed terms.
Use a sales quote when the offer is broader than one specific order.
Order Quote Template File Formats
Choose a spreadsheet for product quantities and totals, a document for order terms, or Docelf to send the quote and reuse accepted details on the invoice.
Related Order, Product, and Sales Quote Templates
Choose a product, sales, purchase, or invoice-style quote when the transaction needs a different emphasis.
Order Quote Template FAQs
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What is an order quote template?
An order quote template is a reusable layout for proposing order details before the customer confirms the order.
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What is the difference between an order quote and a purchase order?
A seller sends an order quote to a customer as a proposed offer. A buyer sends a purchase order to a vendor to place or authorize an order.
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What should I include in an order quote?
Include the seller and customer details, quote number, dates, and item descriptions. Then add pricing, availability, and delivery. Include payment terms and acceptance instructions when they matter.
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How should I handle stock and delivery changes?
State that price and availability apply through the valid-until date. Confirm stock, supplier pricing, specifications, and delivery timing before finalizing the order when those details can change.
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Can I request a deposit on an order quote?
Yes. State the deposit amount or percentage, when it is due, and what happens after payment. Send the proper invoice when the deposit becomes due.
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Does accepting the quote place the order?
Acceptance confirms agreement with the quote. Whether it formally places the order depends on your terms and process. Explain any next step, such as a deposit, signed order, or final availability check.
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Can I turn an order quote into an invoice?
Yes. In Docelf, turn the accepted order quote into an invoice without entering the customer and order line items again.
Ready to Confirm the Order Details?
Create the order quote in Docelf so the customer can confirm the order before you schedule or fulfill it.
- Email the order quote or download a PDF
- Show quantities, specifications, and delivery clearly
- See when the customer opens and accepts it
- Turn the accepted order quote into an invoice
