Free Written Quote Template
Put the agreed price and terms in writing
Agreed on the price by phone or in person? Put the offer in writing before work begins. State what you will do and what it costs.
Create your quote in minutes. Email it, print it or download it as a PDF.
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Price the job. Send the quote. Get back to work.
Written Quote Template Examples
Use these previews for layout and wording ideas. Start with the example closest to the offer you discussed, then create your own written quote in Docelf. Apply the final styling after the written terms are clear.
Popular Written Quote Layouts
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Written Quote Example
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Free Written Quote Template
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Print-Ready Written Quote
Create Free Quote
More Written Offer Layouts
Turn the Conversation Into One Clear Offer
A verbal price can leave the customer and business remembering different details. A written quote gives both sides the same scope, price, dates, and terms to review.
Write down changes in the quote instead of relying on follow-up messages. Send the revised version when the work or price changes.
Put the Quote in Writing
Add the agreed work, price, dates, and terms. Send the customer one clear quote they can review and accept.
What Is a Written Quote?
A written quote is a price offer you put in writing for a customer. It records what you will provide and what you plan to charge. It also states the terms that apply.
Use it after a call, site visit, meeting, or message when the customer needs the offer in a clear form before approving the work.
How to Write a Customer Quote
Start with what you and the customer discussed, but do not assume the customer remembers every detail. Put the full offer in the quote and check it before sending.
- Add Your Business: Add your business name, contact details, and logo. Docelf saves the details for the next quote.
- Add the Customer: Choose a saved customer or enter the customer's name, business, and contact details.
- Add the Quote Number and Dates: Use a unique quote number. Add the issue date and a valid-until date when the offer should expire.
- Write Down the Agreed Work: List the products, services, or work discussed with the customer. Use enough detail to prevent later confusion.
- Set the Price: Add quantities, rates, discounts, and sales tax when they apply. Docelf calculates the subtotal and final total.
- Record the Terms and Changes: Add timing, payment terms, acceptance, exclusions, and any revisions you and the customer agreed on after the first conversation.
- Send One Current Version: Review the written offer and send the latest version so both sides refer to the same scope, price, and terms.
What to Put in a Written Quote
Write down the details that could otherwise be misunderstood:
- Your business and customer names and contact details
- The job, project, property, or order discussed
- The quote number, issue date, and valid-until date
- The scope or items you and the customer agreed on
- Quantities, rates, allowances, and the total price
- Customer choices, assumptions, or site conditions that affect the offer
- The schedule, delivery, and payment terms
- How you will price additions, cancellations, or other changes
- A written acceptance method that records the customer's approval
Keep Changes in Writing Too
The first quote is only useful if later changes are just as clear.
Capture the Discussion
Turn the call, meeting, or site visit into a complete scope and price.
Revise the Offer
Update the quote when the customer changes the work, quantities, or timing.
Send One Current Version
Review and send the latest quote instead of leaving changes across several messages.
Keep the Record
Store the current written offer with the customer so you can return to the agreed version when needed.
Written Quote Accepted? Turn the Agreed Offer Into an Invoice
Create the invoice from the accepted quote in Docelf. The agreed scope and price carry over from the written offer.
Written Quote Template File Formats
Use a document when the written terms need more space, a spreadsheet for detailed pricing, or Docelf to create, send, and keep the agreed offer.
Related Written Quote Formats
Choose formal for structured review, official for references and identifiers, or a quote letter when the offer works best as a written message.
Written Quote Template FAQs
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What is a written quote?
A written quote is a price offer you put in writing. It identifies the customer, describes the work or products, states the price, and explains the dates and terms.
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Why should I put a verbal price in writing?
A written quote gives the business and customer the same scope, price, dates, and terms to review before work starts.
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What should I include in a written quote?
Include the business and customer, quote number, and dates. Describe the scope and show the line prices and final total. Add any assumptions, terms, exclusions, and acceptance instructions.
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How do I write down changes to the quote?
Update the scope, line items, price, dates, and terms in the quote. Review and send the revised version so the customer can approve the current offer.
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Is a written quote the same as an invoice?
No. A quote presents the offer before the customer approves the sale or work. An invoice requests payment after the sale or according to the agreed billing schedule.
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Can I turn an accepted written quote into an invoice?
Yes. Create the invoice from the accepted quote in Docelf so the customer, scope, and price carry over.
Ready to Put the Offer in Writing?
Put the offer in writing so the customer can review it before the job starts.
- Record the scope, price, dates, and terms you discussed
- Update changes in one current quote
- Keep the accepted offer ready for the invoice
