Free UK Quotation Template
Create a professional UK quotation in minutes
Use pounds, VAT and a valid-until date in the places customers expect. A familiar UK quotation is easier to approve and helps them choose you with confidence.
Email, print or download your quotation as a PDF.
14-day free trial. No credit card required.
Price the job. Send the quotation. Get back to work.
UK Quotation Template Examples
Use these previews for layout and wording ideas. Start with the closest example, then create your own quotation in Docelf. Add your business details and style. Set the price in pounds and make the VAT treatment clear.
Popular UK Quotation Layouts
-
Free UK Quotation Template
Create Free Quote -
Simple UK Quotation Template
Create Free Quote -
Printable UK Quotation Template
Create Free Quote
More UK Quotation Layouts
What Is a UK Quotation?
A quotation is a written offer. It explains what you will provide and what you will charge. It also states how long the price holds and which terms apply. In everyday business use, quotation and quote usually mean the same thing.
Use a quotation when the work and price are clear. Use an estimate when the final cost may still change. Send an invoice when it is time to collect payment.
Give Your Customer a Clear Price in Pounds
Put the offer in writing before the work starts or the order is placed. A clear quotation helps your customer understand the price, compare the options, and decide whether to go ahead.
You can:
- List the products, services, or work you are offering
- Show quantities, rates, and totals in pounds
- Make VAT clear when it applies
- Set a valid-until date for the offer
- Add timing, payment terms, and anything not included
- Give the customer a clear way to accept
Create the Quotation Without Rechecking the Total
Enter the price in pounds and apply VAT when it belongs on the quotation. Docelf updates the total while you work, so the amount stays clear.
- Reuse saved customer, product, and service details
- Show whether prices include or exclude VAT
- Set the valid-until date, payment terms, and anything not included
- Keep the accepted quotation ready to turn into an invoice
Prefer a file you can edit yourself? Choose a Word quote template, an Excel quote template, or another format farther down the page.
Create a UK Quotation Ready to Send
Set out the offer in pounds and show whether VAT is included. Docelf calculates the total. Review the terms, then send the quotation.
What to Include in a UK Quotation
A clear UK quotation normally includes:
- Your business name, address, and contact details
- Your company number or VAT registration number when relevant
- Your customer's name and contact details
- A unique quotation number, issue date, and valid-until date
- A clear description of the products, services, or work
- Quantities, rates, and amounts in pounds
- VAT when it applies, with the treatment made clear
- The subtotal, any discount, and the final total
- Expected timing, delivery details, or project dates
- Payment or deposit terms and anything not included
- A clear way for the customer to accept
Keep the wording specific. If the scope or price changes, update the quotation and ask the customer to accept the revised offer before you continue.
Quotation, Estimate, or Invoice?
Choose the document based on how certain the price is and whether payment is due.
How to Create a UK Quotation
Work from the top of the quotation to the bottom. Keep the offer and total easy to find. Review the VAT treatment and terms before sending.
- Business Details: Add your business address and contact details. Include company or VAT numbers when relevant.
- Logo: Add your logo if you want the quotation to match your other documents.
- Customer: Choose a saved customer or enter the name, address, and contact details.
- Number and Dates: Add the quotation number, issue date, and valid-until date.
- Offer in Pounds: List each product or service with its quantity and price in pounds.
- VAT and Terms: Show the VAT treatment, timing, payment terms, and key exclusions.
- Review and Send: Check the offer, VAT, and total, then email the quotation or download a PDF.
Make VAT, Extras, and Changes Clear
Your customer should be able to see the quoted total and understand what could change it. A few clear details can prevent questions later.
Show the Price in Pounds
Use clear quantities, rates, and line totals. Put the final amount where the customer can find it quickly.
Explain How VAT Applies
State whether prices include or exclude VAT when it applies. Make the VAT amount and final total clear.
Separate Optional Work
Keep extras and alternatives separate from the main offer so the customer knows what is included in the base price.
Set a Valid-Until Date
Choose a date that fits your costs and availability. Update the quotation if the price or scope changes after that date.
Need help with the wording? See the quote terms example or learn how to email a quote.
After You Send the UK Quotation
- See when the customer opens, accepts, or declines the quotation
- Update and resend it if the scope, price, or VAT treatment changes
- Create an invoice from the accepted quotation when it is time to bill
Other Quote Template File Formats
Need an editable file instead? Choose the format that fits how you prefer to write and calculate the quotation.
Related Quote Templates
Browse the main collection or choose a more specific page. You can compare industries, file formats, and regional wording.
UK Quotation Template FAQs
-
What is a quotation in the UK?
A quotation is a written offer that explains what a business will provide and charge. It states how long the price is valid and which terms apply. The customer can review the offer before deciding whether to accept it.
-
Is a quotation the same as a quote?
Yes. Quotation and quote usually mean the same type of business document. Both describe the products, services, or work being offered and the price the customer can expect to pay.
-
What should a UK quotation include?
Include the details that identify both parties and the quotation. Describe the offer and show the price in pounds. Make the VAT treatment and total easy to find. Put the terms and acceptance step nearby.
-
Should a UK quotation include VAT?
When VAT applies, make the treatment clear. State whether the quoted prices include or exclude VAT, show the VAT amount where useful, and make the final total easy to find. Check current HMRC guidance for your VAT status and the type of sale.
-
Is an accepted quotation legally binding in the UK?
An accepted quotation can become part of a binding contract, depending on the wording and circumstances. Make the scope and price clear before the customer accepts. State the validity period and terms. Get legal advice for a high-value, unusual, or disputed agreement.
-
How long should a quotation be valid?
Choose a valid-until date that fits your costs, schedule, and availability. If the customer accepts after that date, review the price and timing before you confirm the work.
-
Can I send the UK quotation as a PDF?
Yes. Create the quotation in Docelf, then email it directly or download a PDF. Review the customer and price. Then check VAT, dates, and terms before you send it.
-
Can I turn an accepted quotation into an invoice?
Yes. In Docelf, turn the accepted quotation into an invoice without starting again. The customer and work carry over. So do the prices and VAT. Review the payment details, then send the invoice.
Ready to Send Your UK Quotation?
Finish the quotation with the UK details the customer needs to review the offer.
- Show the price in pounds and make the VAT treatment clear
- Check the validity period and terms before sending
- Email the quotation or download a PDF
