7 Min. Read
November 28, 2024
A quote is a document that gives a fixed price for a project or job. The price only applies to a certain time frame. For example, a quote might say: “valid for 60 days.”
Small businesses can prepare a quote to protect themselves from fluctuating prices. A quotation can also be reformatted later to become an invoice.
To make it easier to prepare your own quote, download one of the free templates below. There are templates in different formats and for different industries that are customized to your specific needs.
For example, you will be able to find examples of Excel quotation spreadsheets for small businesses or a template for a Microsoft Word document.
Still wondering what a quote is and when to use it? This article will answer your questions.
In this article, we’ll cover the following:
- Quote Template for Word
- Quote Template in Excel
- Quote Template for PDF
- Quote Template for Google Docs
- Construction Quotation Templates
- Painting Quotation Templates
- Photography Quote Templates
- Design Quote Templates
- Request for Quotation Templates
- Quote Follow up Templates
- Conclusion
Quote Template for Word
- Microsoft Office has a simple, customizable template
- Microsoft Office’s sales quote is designed for product sales
- This quote template is very simple and accessible to beginners
Quote Template in Excel
- Microsoft Office has a quote template with tax calculations
- Microsoft Office also has a quote template without taxes
- This stylish quote template from Microsoft Office calculates totals for you
- A quote template that’s simple and designed for beginners
Quote Template for PDF
- This easy website lets you fill in the fields and then export the document as a PDF.
- These stylish quote templates are filled out online and then exported as PDFs.
Quote Template for Google Docs
- This template is simple and easily customizable
- A template that’s itemized with fields for quantities and unit prices
Construction Quote Templates
- This free template includes fields specific to the construction business
- These construction quote templates aren’t free, but they are stylish
- These quote templates are specific to roofing
- A quote template for HVAC specialists that aren’t free, but incredibly detailed
Painting Quote Templates
- This quote template divides the project by area and has fields for typical materials.
- A simpler template for any smaller job
- Another quote template option that’s professional and simple
Photography Quote Templates
- This free template has fields for travel, postproduction, and more
- Photography quotation templates that include additional costs and cover letters
Design Quote Templates
Request for Quotation Templates
A business will request a quote (not to be confused with invoices) when they are interested in buying a product or service and want to know a supplier’s pricing.
The company sends a document called a “request for quote letter” to one or multiple vendors, who send a quote back in return.
A request for a quotation letter should be as clear and concise as possible. You can mention when you need the quote back so you can estimate the total cost of a project. If you want to order a product, include a product description, mention the quantity, or specify the services that suit you best.
Send a request for a quote letter easily with one of the following templates:
- This template, available in Excel or Word, allows for detailed requirements
- Letters.org has formal letter or informal email templates that you can copy and paste Or download templates in Microsoft or PDF formats from Letters.org
Quote Follow up Templates
A small business sends a quote to a potential client. If there is no response, you may send a professional email to the client to close the deal.
A follow-up email is a gentle reminder of the time-sensitive nature of the quote while building a relationship with the client beyond the account.
Sending a follow-up to a quote is a proactive strategy to win more clients and close more deals. But, don’t be pushy. Send your follow-up emails at intervals of one week and don’t send more than three.
Here are some sample templates you can use to follow up on a quote:
- Letters.org has a number of templates you can copy and paste into your email
- Here are a variety of sales templates for a variety of scenarios
- This template can be used after you talk to a client for the first time
Conclusion
A quote is a legally binding document that presents the price that you intend to charge a customer for goods or services
Most programs that can create documents have online quote templates you can download and fill in yourself, or you can refer to them as you create your own. To find an appropriate template you can use for your small business or service businesses, you can do a search for:
- Free quote template (Google Docs or you can also search for a free Google Sheets quote template to use)
- Free quote template (Word)
- Free quote templates (Excel)
A request for a price quote (or service quote) is a document sent by potential customers wanting to purchase services or goods. The customer will send a detailed “request for quote letter” to a vendor to find out the pricing of specific products or services, and the vendor will send back a quotation in return.
The reply to a service quote request is a legally binding agreement, and it is wise to sign it and include a timeframe for which the pricing is valid, to give yourself room to update the cost of your services to reflect your fluctuating business needs.
If you send follow-up emails to potential clients after sending price quotes, ensure you space them out so you don’t come off as pushy.
People also ask:
- How do you lay out a quote in Word?
- How do you create a quote system in Excel?
- How do you create a quote in a PDF?
- How do you make a digital quote?
How do you lay out a quote in Word?
Access a Word price quote template online and download it. Fill the document out with the appropriate information and then save it to your computer, so you can email it or print it out. Don’t forget the expiration date.
How do you create a quote system in Excel?
Look for a free Excel quotation template online, download it, and fill it out with all the details of your small business’ current prices for the pertinent items or services. You may also wish to customize the quotation by adding your business logo.
How do you create a quote in a PDF?
In newer versions of Adobe, you have the option to click Create PDF, then choose one of the service quotation templates from the dropdown menu. Edit the form with all the information needed to tell your customer the pricing for the items or services they are asking about. You may wish to sign the page on the bottom line before sending it out.
How do you make a digital quote?
You can create digital quotation forms for your small business in any document format you prefer. Save the finished product to your desktop or laptop computer, then attach it to an email to your client or upload the document to an appropriate site, with any important information the person receiving it needs to know.
Jami Gong, MPAcc, CPA
About the author
Jami Gong is a Chartered Professional Account and Financial System Consultant. She holds a Masters Degree in Professional Accounting from the University of New South Wales. Her areas of expertise include accounting system and enterprise resource planning implementations, as well as accounting business process improvement and workflow design. Jami has collaborated with clients large and small in the technology, financial, and post-secondary fields.
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