Give a customer a fixed price before you start. Fill in this free quote template online, describe the work line by line, add tax and a valid-until date, then print it or save it as a PDF. No signup; drafts stay in this browser.
Not sure of the final price yet? Use the estimate template. When the customer accepts, bill the agreed lines on the free printable invoice template.
What is a quote? · How to fill it in · FAQ · Proforma invoice
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| Description | Qty | Rate | Amount |
|---|
A quote (or quotation) offers a price for a defined piece of work or set of goods, usually valid until a stated date. The customer can accept it or turn it down. Once accepted, it records what you agreed, and you send an invoice when the work is done. If the buyer needs an invoice-style document to pay in advance or for customs before you ship, send a proforma invoice instead.
| Quote | Estimate | |
|---|---|---|
| Price | Usually fixed for the agreed scope | Approximate, may change |
| Best when | The scope is clear: a set number of items, a defined job | You can't see the full job yet: repairs, renovation, open-ended work |
| Valid until | Usually stated | Optional |
| Next step | Customer accepts, you do the work, then invoice | Customer agrees, or asks for a firm quote |
Keep the accepted quote with your records. When the work is done, set Document type to Invoice here or copy the agreed lines into the invoice template, give the invoice its own number (see invoice numbering) and add payment terms. If you took a deposit, show it so the balance due is clear.
General information only, not tax, legal or accounting advice. Invoice and tax rules differ by country, state and industry, so check with your local tax authority or an accountant for your situation.
Yes. Write, print and download as many quotes as you like without an account or a fee. The QUO- numbering, valid-until date and saved drafts all work without paying, and drafts stay on this device.
Your business and the customer's details, a quote number and date, a clear description of each item of work or goods with quantity and price, any tax, the total, how long the price is valid and anything not included. Saying how the customer can accept, such as by signing or replying by email, avoids confusion.
A quote usually offers a set price for an agreed scope, valid until a stated date. An estimate is an approximate price that can change as the job becomes clearer. People use the words loosely, so say on the document which one it is and what could change the price.
There is no single rule. Pick a period that matches how quickly your costs change, such as 14 or 30 days, and enter it as the Valid until date. This template fills in 15 days from today, and you can change it.
Yes. The customer accepted a fixed price, so bill the quoted lines unchanged unless the scope changed in writing. Put the quote number (for example QUO-1001) in the PO number field as a reference, take off any deposit already paid and show it in Notes, and give the invoice its own invoice number. Use the Document type menu to relabel this page as an invoice, or start from the invoice template with the same lines.
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