Free Sales Quote Template
A Sales Quote Template is a downloadable tool in sales departments, laying out the potential costs of products or services offered to prospects. It's a precursor to an invoice, detailing prices, quantities, and terms of sale.
- PDF, Email or Print
- Convert to an Invoice
- See when your quote has been opened
- Get notified when your quote is accepted
Sales Quote Template by Docelf
Sales professionals can present their offerings with clarity using this detailed template. Adjust for products or services, print for client negotiations, and convert for digital correspondence. Step into the sales arena with a gratis trial.
Other Quote Template File Formats
Explore a suite of quote templates tailored for various platforms: Word, Google Sheets, and Google Docs. Microsoft Word stands out for its refined text customization, ideal for crafting detailed documents. Google Sheets excels in real-time collaboration and data-driven computations, making number crunching and collaboration seamless. Lastly, Google Docs offers the perfect blend of cloud-based accessibility with intuitive text editing. Whether you prioritize detailed design, dynamic calculations, or collaborative ease, these templates provide a solution to meet every estimation requirement.
- PDF, Email or Print
- Convert to an Invoice
- See when your quote has been opened
- Get notified when your quote is accepted
How to Write a Sales Quote
Ready to craft your first professional quote with Docelf? Follow this detailed, step-by-step guide to ensure it captures all the necessary details:
1. Business Details:
- Begin by adding your company's name, address, phone number, and email. This provides a clear reference for the recipient.
2. Adding Your Logo:
- If you have a company logo, find the designated logo section and upload it to the template. This adds a professional touch.
3. Customer Details:
- This section addresses the recipient. Ensure you correctly list the customer's full name, their company's name (if they represent one), their address, and primary contact information. This makes it personal and directly addressed to them.
4. Quote Number, Date, and Due Date:
- Every quote should have a unique 'Quote Number' for easy tracking and referencing in future communications. The 'Date' indicates when the quote was issued. The 'Due Date' lets the customer know the timeframe they have to respond or accept the quote.
5. Listing Items:
- This is the heart of your quote, where you detail the products or services being provided. For each item, specify its quantity, a clear description, and the unit price. The system automatically multiplies the unit price by the quantity to produce the total amount for each item.
6. Taxes and Discounts:
- Ensure your quote's total is accurate by accounting for any applicable taxes or discounts. Mention any value-added tax (VAT), sales tax, or special discounts you're offering, whether they're percentage-based or a fixed amount.
7. Terms and Conditions:
- This section is crucial for clarity. It should cover essential points such as delivery dates, warranty or guarantee conditions, and any other specific terms that the customer should be aware of before accepting the quote.
8. How to Pay:
- Make the payment process seamless for your customer. Clearly mention the accepted payment methods, like bank transfers, checks, or online payment gateways. Provide necessary details like your bank account number or payment link.
9. Sending and Notifications:
- Once your quote is complete and reviewed, use Docelf to send it electronically. Docelf has a notification feature, so you'll know as soon as the customer views or accepts the quote, keeping you in the loop.
10. PDF or Print Options:
- There might be occasions when you or the customer prefer a physical copy of the quote. Docelf allows you to either convert the quote into a PDF for electronic sharing or directly print it out for a hard copy.
11. Follow-Up:
- If no response is received by the due date, consider a courteous follow-up with the customer.
With these steps, you're set to make a professional, impactful, and detailed quote, reflecting your business's professionalism and attention to detail. Happy quoting!
- PDF, Email or Print
- Convert to an Invoice
- See when your quote has been opened
- Get notified when your quote is accepted
Customize the Sales Quote
Want to add a personal touch to your Docelf quote? Here's how to do it with easy steps:
1. Looks Matter:
- Pick a font that reflects your style.
- Choose colors that match your brand.
- Add your company logo.
2. Dealing with Money:
- Set the right currency. Docelf supports USD, CAD, AUD, EUR, and GBP.
- This helps when dealing with customers from different countries.
3. Bottom of the Page:
- Put your email for any questions.
- Add your phone number for calls.
- Link to your website for more info.
4. Add More Details:
- You can attach extra files if needed.
- This is good for things like product details or extra terms.
- PDF, Email or Print
- Convert to an Invoice
- See when your quote has been opened
- Get notified when your quote is accepted
