Required information
What the template includes
- Seller and customer details
- Quote number and issue date
- Quote expiration date
- Itemized products or services
- Subtotal, discount, tax, deposit and balance
- Acceptance, delivery and change terms
A clear price for defined work
Free quote template
Use this template when
Use this quote template to present a defined scope and price with itemized services, quantities, tax, discounts, deposits, an expiration date and acceptance terms.
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Choose Word, Excel or fillable PDF.
Use Word for document editing, Excel for formula-driven totals, or fillable PDF for a stable form layout.
Use online instead
Calculate before you print
The matching browser tool recalculates line totals, subtotal, discount, tax, payment and balance as you edit.
Create a quote onlineFour steps
Complete and verify the document.
Download the Word, Excel or fillable PDF quote template.
Replace the example seller, customer and scope details.
Enter each quoted item with its quantity, rate, tax, discount and deposit.
Confirm the validity and acceptance terms, then save a final copy for the customer.
Frequently asked questions
Questions about quote template
Is the quote template free?
Yes. All three downloadable formats and the browser-based quote generator are free to use.
What is the difference between a quote and an estimate?
An estimate is commonly an expected cost that can change with the scope. A quote is commonly a more definite offered price for clearly described work during a stated period.
Can the quote template include tax and a deposit?
Yes. The files include places for tax, discount, deposit and remaining balance. Verify the tax treatment that applies to the transaction.
Which quote format calculates totals?
Use the Excel template or the online quote generator for automatic calculations. Recheck totals manually in Word and fillable PDF.
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