Free Sales Quote Template
Make the offer and next step easy to find
Ready to put a sales offer in writing? Present the recommended option and make the price and next step easy to find.
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.
Sales Quote Template Examples
Use these previews for layout and wording ideas. Start with the sales quote closest to your offer, then create and style your own in Docelf. Replace the sample offer with the deal you are presenting. Keep the options and terms easy to compare.
Popular Sales Quote Layouts
-
Sample Sales Quote Template
Create Free Quote -
Free Sales Quote Template
Create Free Quote -
Printable Sales Quote Template
Create Free Quote
More Sales Quote Layouts
Give the Customer a Clear Next Step
Use a sales quote after you understand what the customer wants and are ready to put the offer in writing. It can cover product, service, and package offers with the terms the customer needs to approve.
For an offer centered only on physical goods, use a product quote template. For the price alone, use a price quote template.
- Combine products, services, setup, delivery, and other parts of the sale
- Show optional packages, quantities, discounts, and a clear total
- Add a valid-until date so the customer knows when to decide
- Track opening and acceptance, then turn the quote into an invoice
Create a Sales Quote Ready to Approve
Show the recommended offer and options. Docelf totals the quote and keeps the accepted deal ready for billing.
What Is a Sales Quote?
A sales quote is a written offer sent to a prospective or existing customer before the sale is confirmed. It lists the offer, price, and terms the customer can review and accept.
Use a sales quote when the deal is clear enough to price. If the customer changes the quantity, package, scope, or delivery, update the quote before they accept it.
How to Create a Sales Quote
Start with the offer discussed with the customer. Keep the choices and total easy to compare. Make the validity, delivery, payment, and acceptance details clear.
- Add Your Business: Enter your business name and contact details.
- Add Your Logo: Add your logo and colors if you want the quote to match your other sales documents.
- Add the Customer: Choose a saved customer or enter the prospect's name, company, and contact details.
- Add the Quote Number and Dates: Enter a unique quote number, issue date, and valid-until date. Add an expected delivery or start date when useful.
- Build the Offer: List each product, service, package, option, quantity, rate, and price. Add discounts and sales tax when they apply. Docelf calculates the totals.
- Add Delivery and Sales Terms: State availability, delivery or start timing, payment terms, assumptions, exclusions, and what the customer needs to do to accept.
- Review and Send: Check the customer, options, quantities, dates, and total. Email the sales quote or download a PDF. When it is accepted, turn it into an invoice.
Make the Sales Options Easy to Compare
A quote should help the customer decide, not make them decode the offer. Use options only when each one represents a clear difference in value, scope, or timing.
Products and Services
Group related items when they belong together, but keep quantities and prices visible enough to check.
Packages or Options
Give each package a clear name and show what changes. Avoid presenting several nearly identical versions of the same offer.
Discounts
Show the standard price and discount clearly. Add any quantity, timing, or bundle condition that applies.
Next Step
Tell the customer how to accept, place the order, pay a deposit, or ask for a change before the quote expires.
What to Include in a Sales Quote
The customer should be able to understand the offer, compare any choices, see the complete price, and know how to move forward.
- Your business name, contact details, logo, and salesperson contact when relevant
- The customer's name, company, and contact details
- A quote number, issue date, valid-until date, and delivery or start date
- Products, services, packages, options, quantities, rates, and prices
- Discounts, sales tax, shipping, setup charges, and the total
- Availability, delivery, implementation, or service timing
- Payment terms, assumptions, exclusions, and other sales conditions
- A clear acceptance or ordering step
Sales Quote, Product Quote, or Invoice?
Choose the document based on the offer you are presenting and whether the customer is still deciding or ready to pay.
Sales Quote
Use a sales quote for a customer offer with products, services, packages, discounts, or deal terms.
Product Quote
Use a product quote when the offer centers on named goods, availability, and delivery.
Invoice
Send an invoice when payment is due. In Docelf, turn the accepted sales quote into an invoice without entering the deal again.
Use an order quote when pricing is organized around a specific requested order. When payment is due, create an invoice from the accepted sales quote.
Sales Quote Template File Formats
Prefer an editable file? Choose the format that best fits how you build the offer, calculate discounts, share it with the customer, and keep a copy.
Related Sales and Order Quote Templates
Choose a more specific template when the sales offer is built around a product, a written price, or a confirmed order.
Sales Quote Template FAQs
-
What is a sales quote template?
A sales quote template is a reusable layout for presenting an offer before the customer confirms the sale.
-
When should I send a sales quote?
Send a sales quote after you understand what the customer wants and can give them a clear offer. It should arrive before the sale is confirmed and before you send an invoice.
-
What should I include in a sales quote?
Include the business and customer details, quote number, dates, and the offer. Then add pricing, delivery, and payment terms. Finish with the validity period and acceptance step.
-
Can a sales quote include products and services?
Yes. A sales quote can combine the product and service parts of the same offer.
-
How do I show options on a sales quote?
Give each option or package a clear name. List what it includes, the price, and any effect on timing or terms so the customer can compare the choices.
-
Should I show discounts on a sales quote?
Show the discount when it is part of the offer. Make the original price, discount amount or percentage, conditions, and final total easy to understand.
-
How long should a sales quote be valid?
Choose a valid-until date based on how often your prices, availability, and delivery costs change. A clear deadline helps the customer know when the offer needs review.
-
Can I turn an accepted sales quote into an invoice?
Yes. Docelf can turn the accepted sales quote into an invoice and reuse the same quote details.
-
How should I follow up on a sales quote?
Refer to the quote and ask whether the customer has questions about the options, price, delivery, or terms. Update the quote when the offer changes, and ask the customer to accept the final version before you invoice.
Ready to Send the Sales Offer?
Create the sales quote in Docelf and make the offer easy to approve.
- Email the sales quote through Docelf or download a PDF
- See when your customer opens it
- Get notified when your customer accepts it
- Turn the accepted sales quote into an invoice
