Free UK Quotation Template

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

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  Free UK Quotation Template

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More UK Quotation Layouts

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  Downloadable UK Quotation Template

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  Editable UK Quotation Template

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  Fillable UK Quotation Template

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  Professional UK Quotation Template

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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.

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.

1 2 3 4 5 6 7

1. Add Your Business: Enter your business name, address, and contact details. Add your company number or VAT registration number when relevant.
2. Add Your Logo: Add your logo if you want the quotation to match your other business documents.
3. Add the Customer: Choose a saved customer or enter their contact details. Add the business or address when it helps identify the quotation.
4. Add the Quotation Number and Dates: Add a unique quotation number and issue date. Set a valid-until date if the price or availability may change.
5. List the Products or Services: Add each item, quantity, and price in pounds. Describe the work clearly enough for the customer to know what the price covers.
6. Add VAT, Timing, and Terms: Make the VAT treatment clear when it applies. Add delivery or project dates, payment terms, and anything not included.
7. Review and Send: Check the customer and offer. Confirm the price, VAT, and terms before you send. When the customer accepts it, turn the quotation into an invoice.

Make VAT, Extras, and Changes Clear

Your customer should be able to see the expected total and understand what could change it. A few clear details can prevent questions later.

Need help with the wording? See the quote terms example or learn how to email a quote.

Customer Accepted the Quotation? Turn It Into an Invoice

Docelf reuses the accepted quotation details when you create the invoice. You do not have to enter the customer or prices again.

Review the invoice, add the payment details, and send it. The quotation stays with your other documents, so you can see what the customer accepted.

Other Quote Template File Formats

Need an editable file instead? Choose the format that fits how you prefer to write and calculate the quotation.

• Word Quote Template
• Google Docs Quote Template
• Excel Quote Template
• Google Sheets Quote Template

Related Quote Templates

Browse the main collection or choose a more specific page. You can compare industries, file formats, and regional wording.

• Free Quote Template
• Quote Templates by Industry
• Quote Templates by Format
• Australian Quote Template

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?

Create a clear quotation in pounds, ready for the customer to review.

• Email the quotation through Docelf or download a PDF
• See when your customer opens it
• Get notified when your customer accepts it
• Turn the accepted quotation into an invoice

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