Free Order Quote Template
Create a professional order quote in minutes
Show the products or services, full price and when delivery or work will begin. The clear timeline and total make it easier for customers to place the order with you.
Email, print or download your quote as a PDF.
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Price the job. Send the quote. Get back to work.
Order Quote Template Examples
Use these previews for layout ideas before adding your own order details. Every preview opens the same quote editor, where you can describe the items and set the price and terms.
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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
See six more order quote previews below the practical guidance.
Confirm the Price Before You Confirm the Order
An order quote is a seller's offer for a specific set of products or services. It gives your customer the details to approve before you buy materials, start custom work, or arrange delivery.
Use it for product orders, made-to-order work, service packages, or a mix of goods and services. If you are placing an order with a vendor, use a purchase order template instead.
How to Use an Order Quote Template
Start with the items your customer wants, then explain when you can provide them. Keep the delivery location and any required customer approval in Terms and Conditions so they stay with the price.
- Business Details: Enter your business name and the contact details your customer should use.
- Your Logo: Add your logo. Choose colors and fonts to match your other sales documents.
- The Customer: Choose a saved customer or enter their name and contact details.
- Number and Dates: Check the quote number and issue date. Set a valid-until date for the offer.
- Proposed Order: List each item, quantity, and unit price. Add applicable tax or discounts and check the total.
- Order Terms: Use Terms and Conditions for availability, delivery, payment timing, and approvals needed before you start.
- Review and Send: Check the specifications and total. Add a signature field if useful, then email the quote or download a PDF.
How to Fill In Order Quote Line Items
A useful description identifies the exact version you are pricing. Include the item code, size, color, or finish where it affects the order. Give separately priced services their own rows, including shipping or delivery.
This fictional café order combines 24 aprons with logo embroidery and one local delivery. Prices are in US dollars, with an illustrative 8% sales tax on all three items. Use the tax treatment that applies to your own order.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 24 | Navy cotton apron — one size, item AP-NV | $14.00 | $336.00 |
| 24 | Small single-color logo embroidery — per apron | $3.50 | $84.00 |
| 1 | Local delivery to the café | $18.00 | $18.00 |
| Subtotal | $438.00 | |
| Sales Tax (8% illustrative) | $35.04 | |
| Quote Total | $473.04 |
What to Include in Order Quote Terms
The item table explains the price. Use the Terms and Conditions field to explain what happens next: how long the offer lasts, when work starts, and when the customer should expect delivery. Include the delivery address and any approval you still need.
For the apron order, production starts after the customer confirms the order and approves the logo proof. The sample below makes that timing clear. Adapt it to your process and include only policies you use. Any cancellation, return, or warranty terms should fit the order and applicable local requirements.
Example: Terms and Conditions
- Price valid for 14 days from the quote date.
- Delivery within 10 business days after order confirmation and approval of the logo proof.
- Includes one local delivery to the café address agreed with the customer.
- Payment due before dispatch.
- Changes to quantity or approved artwork require a revised quote.
Give the Customer an Order They Can Check
Put the item details and delivery terms in one quote. Docelf calculates the total from your prices, ready for you to review and send.
Make Availability and Delivery Timing Clear
A valid-until date says how long the offer lasts; it does not explain whether you are holding stock for the customer. State any reservation separately, along with the information you need before confirming the order.
- Confirm the requested models, sizes, colors, or other specifications
- Say whether items are in stock, made to order, or subject to a supplier check
- Explain when the lead time begins and whether it ends at dispatch or delivery
- Agree substitutions or changed quantities before updating the order
For a service order, use the same approach for the start date and work included. If you need a deposit before reserving materials or time, state the amount and when it becomes due.
Order Quote, Purchase Order, or Invoice?
Who is buying and who is selling determines which document you need.
Order Quote
The seller offers a specific order for the customer to review before deciding to buy.
Purchase Order
The buyer sends a purchase order to a vendor to place an order with the agreed details.
Invoice
The seller requests payment at the time agreed with the customer, such as before dispatch or after delivery.
More Order Quote Layouts
These six previews offer more layout ideas for the same order details. Each opens the quote editor so you can add your own products, services, and terms.
Order Quote Template File Formats
Use a spreadsheet when you want to work with quantities and formulas, or a document template when you prefer editing the wording. These pages provide separate file templates; a finished quote created in Docelf downloads as a PDF.
Related Order, Product, and Sales Quote Templates
The product and sales guides help you describe the offer. Use the purchase quote guide to price supplies or equipment for a business buyer, or the invoice quote guide to distinguish an offer from a payment request.
After You Send the Order Quote
Your customer can view, accept, or decline the emailed quote without a Docelf account. You can see when they open it and receive an email when they respond.
After acceptance, complete any stock check or artwork approval described in your terms and confirm the timing with the customer. When payment is due, create an invoice from the quote. Docelf copies the relevant customer, item, and price details.
Order Quote Template FAQs
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Can I include products and services in the same order quote?
Yes. Give each separately priced product or service its own row. In the example above, the aprons, embroidery, and local delivery each have a quantity and price, so the customer can see what the total covers.
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What is the difference between an order quote and a purchase order?
A seller sends an order quote to offer a price before the customer decides to buy. A buyer sends a purchase order to a vendor to place the order. Use the quote to present your offer and the purchase order when you are the buyer.
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Where do I add shipping or delivery charges?
Add a separately charged shipping or delivery service as a line item with a quantity and price. It contributes to the subtotal. Put the delivery location and timing in Terms and Conditions; do not add shipping as a separate charge below the subtotal.
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How should I handle stock and delivery changes?
Explain whether you are holding stock or will confirm it when the customer accepts. If the items, price, or timing change, discuss the change with the customer, update the quote, and ask them to review the revised offer before you proceed.
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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 it reserves or allows you to start. Send an invoice when the deposit becomes due. Keep this payment schedule separate from the full price offered in the quote.
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Does accepting the quote place the order?
Explain in your terms what you will do after acceptance and whether you still need a stock check, deposit, or artwork approval. Docelf records the customer's quote response; you handle any stock reservation, production, and delivery arrangements.
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Can I reuse the quote for a repeat order?
Yes. Duplicate the quote in Docelf to start a new draft with a new quote number. Check the customer details, quantities, current prices, availability, and dates before sending it. Replace any instructions that belonged only to the earlier order.
Ready to Confirm the Order Details?
Give the customer one place to confirm the proposed order and delivery terms.
- Show quantities, specifications, and unit prices
- Make availability and delivery details easy to find
- Email the order quote or download a PDF
