Free Written Quote Template
Create a professional written quote in minutes
Put the price discussed by phone or in person into a written scope and terms. The written record makes approval easier and helps the customer feel ready to hire you.
Email, print or download your quote 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.
- Business Details: Enter your business details and add your logo if you use one.
- Customer: Choose a saved customer or add the contact details for this job.
- Number and Dates: Add the quote number, issue date, and valid-until date.
- Write Down the Offer: Record the work or products you discussed with the customer.
- Set the Price: Enter quantities and rates. Docelf calculates the totals, tax, and discounts.
- Record Changes and Terms: Update the scope, timing, payment terms, and exclusions in writing.
- Send One Current Version: Review the offer, then send the latest quote to the customer.
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.
After You Send the Written Quote
- Check when the customer opens or responds to the written offer
- Keep one current version when the scope, price, or terms change
- Create the invoice from the accepted quote when it is time to bill
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
- Send one current version to the customer
