Quote templates

A quote sets out the expected cost of a service or product before the work starts. It totals labour, materials and tax, and states how long the offer stays valid.

Include your business details and the customer's, quote number and date, line items with quantities, labour and materials, tax and total, and validity and payment terms. Show labour and materials on separate lines, so the customer can see what they are paying for and questions take less time.

Many businesses use 14 to 30 days, depending on how quickly materials and labour costs change. Write the expiry date clearly on the quote.

A quote should have both sets of details, a date and reference number, each item with its quantity and rate, the tax, the total and the payment terms. State what is not covered as well.

A quote is usually an offer that becomes binding once the customer accepts it in writing. Rules vary by place, so check local guidance if the amount matters.

Start with Sales Quote: Quote products from a price list with line discounts, shipping, tax and terms. If that is not the right fit, compare it with Service Quote.

Yes. These quote templates work in Google Sheets and Microsoft Excel. All 2 templates are free, with no account or email needed.