Free Simple Quote Template
Create a professional simple quote in minutes
Use a short scope and one easy-to-find price when the job needs no breakdown. The uncluttered quote keeps the decision simple and helps customers choose you.
Email, print or download your quote as a PDF.
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Simple Quote Template Examples
Browse the layouts for an offer that is easy to scan. Every preview opens the same quote editor, where you can add your details and choose your styling.
What Is a Simple Quote Template?
A simple quote template puts the offer, price, and next step in a short, readable document. Use it for straightforward products, services, or jobs where the customer does not need a full proposal or long technical explanation.
Keep the wording short, but do not hide important scope or exclusions. A simple quote is easy to read because it is organized, not because useful details are missing.
How to Create a Simple Quote
Start with the offer the customer needs to decide on. Add the details below, then check that the scope and total agree.
- Business Details: Enter your business name and contact details.
- Your Logo: Add your logo if you use one.
- 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.
- The Offer: List the products or work with quantities and prices.
- The Total: Check the subtotal and applicable tax or discount. Docelf calculates the total.
- Terms and Sending: Add timing and acceptance instructions in Terms and Conditions. Review, then email or download the quote.
What to Include in a Simple Quote
Keep the list focused, but include the details that affect the customer’s decision:
- Your business and customer names
- A unique quote number and issue date
- One clear summary of the work, product, or service
- Only the line items the customer needs to understand the price
- The subtotal, applicable sales tax or discount, and final total
- The start, completion, pickup, or delivery timing
- Short payment terms and any important exclusion
- A valid-until date and a clear acceptance step
How to Keep Simple Quote Line Items Clear
One bundled price can be enough when it clearly covers the whole job. When products or services are priced separately, a few short rows help the customer see how you reached the total. Keep optional extras outside the base offer until the customer chooses them.
This fictional office order has two desks, two chairs, and delivery with assembly. Prices are in US dollars, with an illustrative 8% tax on all three lines; use the tax treatment that applies to your sale.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 2 | 120 cm desks — oak finish | $140.00 | $280.00 |
| 2 | Adjustable office chairs — black | $85.00 | $170.00 |
| 1 | Local delivery and assembly of all four items | $90.00 | $90.00 |
| Subtotal | $540.00 | |
| Sales Tax (8% illustrative) | $43.20 | |
| Quote Total | $583.20 |
What to Include in Simple Quote Terms
Use Terms and Conditions for the details that explain the offer rather than the price calculation. State how long the price is valid, when you can deliver or start, and when payment is due.
Keep only the policies your business actually uses. These sample terms belong to the office order above; adapt the timing and exclusions before sending your own quote.
Example: Terms and Conditions
- Offer valid for 14 days from the quote date.
- Includes local delivery and assembly of the two desks and two chairs. Removal of existing furniture is not included.
- Delivery date to be agreed after acceptance. Payment is due on delivery.
- Accept this quote online to confirm the order. Any additions will be quoted for approval before supply.
Keep the Offer Short Without Losing Detail
Group related work when it is sold for one price. “Install two customer-supplied shelves, including brackets and cleanup” tells the customer more than “General work,” without needing a row for every task.
If an upgrade is optional, say what it adds and what it costs before the customer chooses it. Do not include its price in the main total unless it is part of the offer they are accepting. A second page is better than leaving out an important condition just to fit one page.
Create a Simple Quote Ready to Approve
Keep the offer short and let Docelf handle the calculations. Review the finished quote, then send it for your customer to accept.
More Clear Quote Layouts
Simple Quote Template File Formats
Prefer a separate file template? Choose Word or Google Docs for editing text, or Excel or Google Sheets for calculations. Docelf downloads the finished quote as a PDF.
Other Clear Quote Layouts
Choose basic for standard fields, blank for more control, or professional when branding and presentation need more attention.
After You Send the Simple Quote
Check the document history to see when your emailed quote was delivered and opened. Your customer can accept or decline it online without a Docelf account, and Docelf emails you when they respond.
If the details change, update the offer and send it again for review. When it is time to bill, create an invoice from the accepted quote so you do not have to enter the customer and item details again.
Simple Quote Template FAQs
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What is a simple quote template?
A simple quote template is a clean layout that keeps the customer, work, and price easy to scan. It also shows the dates, terms, and acceptance details without extra proposal-style sections.
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What should I include in a simple quote?
Include your business and customer details, quote number, and dates. Describe what the price covers and show the final total. Use separate rows for separately priced products or services. Add the terms, exclusions, and acceptance instructions.
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How do I keep a quote simple without leaving out details?
Name the result the customer is buying, then include the detail that changes its scope or price. For example, “Local delivery and assembly of two desks and two chairs” is brief but tells the customer what the service covers.
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Should a simple quote fit on one page?
One page can work for a short offer, but do not remove useful scope or terms only to force the quote onto one page.
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What is the difference between a simple quote and a proposal?
A simple quote focuses on the offer and price. A proposal usually adds more background, approach, recommendations, or sales information.
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Can I turn an accepted simple quote into an invoice?
Yes. Create the invoice from the accepted quote in Docelf without entering the customer, work, and price again.
Ready to Send a Simple, Clear Quote?
Give the customer a quote they can understand at a glance.
- Keep the scope, price, and next step easy to find
- Separate options instead of crowding one offer
- Send the quote online or download a PDF
