Free Word Quote Template
Skip the setup and send a clear quote
Create the quote in Docelf and skip setting up a Word file. Docelf calculates the total. Review the quote, then send it when it is ready.
Prefer to work in Word? Use a free DOCX template below.
14-day free trial. No credit card required.
Price the job. Send the quote. Get back to work.
Download a Free Word Quote Template
Choose the layout closest to the quote you need. Download the DOCX file, open it in Word, and save a new working copy before you change the details.
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Free Word Quote Template
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More Word Quote Templates
Create the Quote Without Doing the Math by Hand
Word works well when the quote needs flexible wording and a familiar page layout. Docelf is easier when you want to price the work, send the quote, and turn the accepted quote into an invoice.
Add the customer and line items. Docelf calculates discounts, sales tax, and the total. Email the finished quote and see when your customer opens it. Docelf notifies you when they accept it.
- Reuse saved customer, product, and service details
- Let Docelf calculate discounts, sales tax, and the total
- Keep the total current when line items or prices change
- Email the quote and see when your customer opens it
- Get notified when your customer accepts the quote
- Turn the accepted quote into an invoice without starting over
Prefer a Word document? Download a DOCX template above.
Create a Quote Ready to Send
Add the customer, work, price, and terms. Docelf calculates the total. When your customer accepts the quote, turn it into an invoice.
How to Use a Quote Template in Word
Save a new DOCX copy before you edit the template. Add or remove table rows with Word's table tools, then review the page breaks before you create the customer PDF.
- Add Your Business: Replace the sample business name and contact details with your own.
- Add Your Logo: Add your logo if you want the quote to match your other business documents.
- Add the Customer: Enter the customer's name, business, and contact details.
- Add the Quote Number and Dates: Enter a unique quote number, the issue date, and a valid-until date when the offer expires.
- List the Products or Services: Add each item, quantity, rate, price, and line total. The Word template does not update totals automatically when a quantity or price changes, so calculate the amounts separately and enter them carefully.
- Add Totals, Terms, and Acceptance: Check the subtotal, discounts, sales tax, and final total. Explain timing, payment or deposit terms, exclusions, and how the customer can accept.
- Review and Send: Remove unused rows and internal notes. Check the tables and page breaks, save a PDF, and review the finished file before you email it.
Keep the Word Quote From Breaking
Save the Master First
Keep one clean template unchanged. Save a new working copy for each customer or project.
Add Rows With Table Tools
Insert rows inside the line-item table instead of pressing Enter. Copy the formatting from a complete row when needed.
Watch the Page Breaks
Keep totals and terms with the line items they belong to. Check the PDF so nothing important moves onto an empty page.
Check the Math Before You Send
The Word template does not update quote totals automatically. Recalculate the amounts whenever a quantity, rate, discount, or tax changes.
Word or an Online Quote?
Use Word when you need flexible wording and a familiar page layout. Use Docelf when you want to calculate the total and send the quote from one place.
Create a quote online with Docelf when you want the total calculated and the quote kept ready to send.
What to Include in a Quote
A Word file can look different from one quote to the next, but the customer still needs a complete offer and a reliable total.
- Your business name and contact details, plus your logo if you use one
- Your customer's name and contact details
- A unique quote number, issue date, and valid-until date when needed
- A clear description of the products, services, or work
- Quantities, rates, prices, and the total, plus discounts and sales tax when they apply
- Expected timing, delivery details, and anything not included when relevant
- Payment or deposit terms when they apply
- A clear way for your customer to accept the quote
Other Quote Template File Formats
Choose the format that best fits how you write, calculate, share, and send the quote.
Word Quote Template FAQs
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How do I download a Word quote template?
Choose a template above and select Download DOCX. Save the file, open it in Microsoft Word or a compatible document app, and save a working copy before you edit it.
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Does Word calculate quote totals automatically?
The Word template does not update quote totals automatically. Work out the line totals, discounts, sales tax, and final total separately, then check the math before you send the quote.
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Can I add my logo to the Word quote?
Yes. Replace the sample logo or use Word's picture tools to add your own. Keep the image small enough that the business details and quote table stay in place.
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How do I add more rows without breaking the layout?
Insert a row inside the existing line-item table and copy the formatting from a complete row. Check the column widths, totals, and page breaks after you add it.
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How do I save the Word quote as a PDF?
Use Save As or Export and choose PDF. Open the PDF before you send it and check the tables, totals, terms, and page breaks.
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Should I use Word or Excel for a quote?
Use Word when the wording and document layout matter most. Use Excel when you want spreadsheet formulas for quantities and prices. Whichever format you choose, review the final PDF before you send it.
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Can I turn an accepted Word quote into an invoice?
A Word document does not turn itself into an invoice. In Docelf, you can turn an accepted quote into an invoice without entering the customer, work, and price details again.
Ready to Send Your Quote?
Add the customer, work, price, and terms in Docelf. Docelf calculates the total and keeps the quote ready to send.
- Email the quote through Docelf or download a PDF
- See when your customer opens it
- Get notified when your customer accepts it
- Turn the accepted quote into an invoice
