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Quotation Template

A priced offer the customer can accept: items, totals, a validity date and the terms, in the same clean layout as the invoice. Start from the full example below: change anything, and download it as a PDF, a Word file or an Excel sheet that look exactly like the preview. Free, with no signup and no watermark.

  • Never stored
  • No queue, no waiting
  • No signup, no watermark
Look
Elegant
Currency
US Dollar (USD)
Tax lines
None (add your own)
Extra columns
Unit
Paper
A4 (switch to US Letter in Design)
Download
PDF, Word (.docx) and Excel (.xlsx)

How to write a Quotation

  • Give the quote a number and a 'valid until' date, and refer to both when the order comes in.
  • Say what is not included (travel, taxes, revisions) as clearly as what is.
  • When the customer accepts, make the invoice from the same form: change the type, keep the lines.

Quotation example

The whole example as text, so you can see what goes where. Every business and person in it is made up.

Clearwater Landscapes

7 Orchard Close

Cheltenham GL50 2PX

quotes@clearwaterlandscapes.co.uk · +44 1242 555 019 · clearwaterlandscapes.co.uk

Quotation

Quote no.
Q-2026-114
Date
Oct 6, 2026
Valid until
Nov 5, 2026
Prepared by
Sam Whitfield

Bill to

Mr and Mrs Okafor

31 Linden Avenue

Cheltenham GL52 6DF

DescriptionQtyUnitRateAmount
Garden design and planting planSite survey, scaled plan, planting schedule1job$650.00$650.00
Patio, sandstone, laid on mortar bedIncludes base preparation and jointing24m²$95.00$2,280.00
Planting, as per planPlants, compost and labour1job$1,240.00$1,240.00
Waste removal2skips$180.00$360.00
Subtotal
$4,530.00
VAT (20%)
$906.00
Total
$5,436.00

Notes

This quotation is valid for 30 days. Work can start three weeks after acceptance, weather permitting.

Terms & conditions

40% deposit on acceptance, balance on completion. Price excludes any work below ground not visible at survey.

Thank you for your business.

Other invoice types

All 66 invoice types

How it works

1

Open the example

Press “Use this template” and the Quotation example opens in the editor, with the preview beside it.

2

Make it yours

Type over your business and your customer, add or remove lines, set the tax; the totals and the preview update as you type.

3

Download it

PDF for sending, Word for editing, Excel for your books. All three carry the same lines and totals.

Frequently asked questions

Is this Quotation template free?

Yes. Editing, every look and the PDF, Word and Excel downloads are free, with no signup, no watermark and no payment step at the end.

Do I have to use the example?

No. “Use this template” opens the example ready to edit; “Start empty” keeps the Quotation fields and tax lines with nothing filled in.

Can I switch to another type or look later?

Yes. Your business, your customer and your lines stay as they are when you switch to any of the other 65 invoice types, and the look, colour, font and paper size can be changed at any time.

Where is my invoice kept?

On this computer only, so it is still here when you come back, and your business details are filled in for the next invoice. Nothing is stored anywhere else. “Save a copy” makes a file you can open on another computer.

Good to know: The total in words is written in English. Arabic and Urdu text reads right to left, but the page layout is not mirrored. The Word download keeps the design, but lines can break a little differently than in the PDF. Your invoice and your business details are kept on this computer until you remove them.

Put this tool on your website

Free for any blog, class page or help article. Paste one snippet and your visitors can use it right on your page.

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