Free Small Business Quote Template
Create a professional quote in minutes
Price the work clearly without turning the quote into another big job. A simple offer helps your small business look established and turn more inquiries into work.
Email, print or download your quote as a PDF.
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Price the job. Send the quote. Get back to work.
Small Business Quote Template Examples
Choose a layout for your everyday quotes. Every preview opens the same quote editor, where you add the job details and style the document for your business.
A Quoting Routine for Small Teams
A small business quote puts a specific offer and price in writing before you start the job or complete the sale. It is useful when you handle both the work and the paperwork, especially for repeat customers or jobs that combine products and services.
You do not need to start from a blank document each time. Save the customers and items you use often, or duplicate a similar quote as a new draft. The general business quote template offers a broader starting point for one-off products, services, and projects.
How to Create a Small Business Quote
Start with what the customer asked you to provide. Keep the scope, price, timing, and next step clear. Save the finished quote as a useful starting point for similar work.
- Business Details: Enter your business name and contact details.
- Your Logo: Add the logo you use on your other business documents.
- Customer: Choose a saved customer or enter the name and contact details.
- Number and Dates: Check the quote number and issue date. Add a valid-until date for the offer.
- Work or Products: List the service or product lines with quantities and prices. Docelf calculates the total.
- Check the Total: Review the quantities, rates, and any applicable tax or discount.
- Terms and Sending: Add timing and payment details in Terms and Conditions. Review, then email or download a PDF.
How to Price a Product and Service on One Quote
Keep separately priced products and work on their own lines. The customer can see how the offer adds up, and you have a useful starting point when the next job needs a different quantity.
In this fictional sign-shop quote, a local business orders lettering for two windows. File preparation and installation are priced separately.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 2 | Vinyl lettering panel for one shop window | $85.00 | $170.00 |
| 1 | Prepare the supplied logo and lettering file for cutting | $45.00 | $45.00 |
| 2 | Install window lettering — hours | $55.00 | $110.00 |
| Subtotal | $325.00 | |
| Sales Tax (8% illustrative) | $26.00 | |
| Quote Total | $351.00 |
The tax rate is illustrative and applies to all three items in this example. Use the tax treatment that applies to your sale.
What to Include in Small Business Quote Terms
Terms and Conditions keep the practical arrangements with the price. Explain what you need from the customer, when you expect to do the work, and when payment is due. Use only the policies your business actually follows.
For the sign-shop example, these terms separate approval of the offer from approval of the final lettering layout.
Example: Terms and Conditions
- The $351.00 offer covers two vinyl lettering panels, file preparation, and two installation hours as listed above.
- The customer supplies the logo file and confirms the lettering layout before cutting begins.
- Installation will be scheduled within ten business days after layout approval. Removal of old lettering is not included.
- The offer is valid for 14 days from the quote date. Payment is due on completion.
- Please accept the quote online to proceed. Additional panels or changed work will be quoted for approval before starting.
Create the Quote and Move On to the Work
Add the customer and the job. Docelf reuses saved details. Check the total and send the quote without starting over.
Build a Faster Quoting Routine
Reuse the parts that are still right, then check the details that belong to this job. That saves typing without carrying an old price or promise into the next offer.
New Customer
A new customer entered on a quote is added to your saved contacts. Choose that customer next time and check that the contact details are still current.
Repeat Job
Duplicate a similar quote to create a new draft with a new quote number. Check the customer, quantities, current prices, and dates before sending it.
Mixed Sale
Save products and services you quote regularly, including their prices and taxes. For a separately charged delivery, add an ordinary line item so it is included in the subtotal.
Changed Scope
Keep a copy of the accepted offer before revising the quote. Explain what changed and ask the customer to approve the revised price and scope before doing the extra work.
After You Send the Quote
When you email a quote from Docelf, its history shows delivery and viewing information. The customer can accept or decline online, and Docelf emails you when they respond. If a question comes back, resolve it before you start the work.
When payment is due, create an invoice from the quote. Docelf copies the relevant details, so you can check the invoice and add payment instructions without typing the offer again.
If you cannot yet commit to a price because the work needs an inspection or further detail, start with an estimate instead.
More Small Business Quote Layouts
These six additional previews offer other ways to present the same offer. Each opens the quote editor, where you add your own details and choose the styling.
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Blank Small Business Quote Template
Create Free Quote -
Simple Small Business Quote Template
Create Free Quote -
Downloadable Small Business Quote Template
Create Free Quote -
Editable Small Business Quote Template
Create Free Quote -
Fillable Small Business Quote Template
Create Free Quote -
Professional Small Business Quote Template
Create Free Quote
Small Business Quote Template File Formats
Prefer to work in a file? Word and Google Docs suit written scope; Excel and Google Sheets suit quantities and rates. These pages provide separate templates in those formats. Docelf downloads the finished quote as a PDF.
Choose a More Specific Template When the Job Calls for It
Use the sales guide for an offer centered on goods, or the quote proposal guide when you need to explain your approach before presenting the price. Industry guides add details for a particular trade; format pages provide a file you can edit.
Small Business Quote Template FAQs
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What is a small business quote template?
A small business quote template is a reusable layout for owner-operators and small teams that handle their own quoting. It keeps the quote details and approval step in one place.
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How do I create a quote for my small business?
Start with a similar quote or a new template. Add the customer and describe the work or products with their quantities and prices. Set the offer dates and Terms and Conditions, check the total, then send the quote.
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Can one quote include products and services?
Yes. Add a line for each separately priced part of the offer, such as materials, preparation, and installation. If delivery is charged separately, include it as a line item too. Describe any work already included in a package price so you do not charge for it twice.
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Can I reuse a quote for a repeat customer?
Yes. Duplicating a quote creates a new draft with a new quote number. Review the copied customer details, quantities, prices, terms, and dates for the new job. The draft is not emailed until you choose to send it.
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How can I make my small business quote look professional?
Use your business name, logo, contact details, and consistent colors. Keep descriptions specific, align the prices, check the total, and make the next step easy to find.
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Should I include a deposit on the quote?
Include a deposit only when your business requires one. State the amount or percentage and when it is due in Terms and Conditions. Explain whether ordering or scheduling starts after payment; the quote itself is an offer, not a record of money received.
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What should I do when the customer changes the job?
Update the scope, price, timing, and terms. Send the revised quote and ask the customer to accept the new version before you do the changed work.
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Can I turn an accepted small business quote into an invoice?
Yes. Docelf can turn the accepted quote into an invoice and reuse the same quote details.
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How should I number small business quotes?
In Docelf, choose the starting number for your first quote. New quotes are then numbered sequentially. Keep any customer or project reference in the quote details so you can match the offer to the right job.
Ready to Finish the Quote and Get Back to Work?
Finish the quote quickly and make the offer easy for the customer to approve.
- Reuse saved customer, product, and service details
- Duplicate an earlier quote when it is the best starting point
- Email the finished quote or download a PDF
