Quote template: make a quote or estimate
A quote tells your client what the work will cost before they say yes. Fill in the free quote template, download a PDF and send it. No sign-up, and your quotes stay in your browser.
What to put on a quote
- The word "Quote" (or "Estimate" if the price may change). You can change the title.
- Your business name and contact details, plus any business or tax number you show on invoices.
- Who it's for: your client's name and, if needed, their address.
- A quote number and date, numbered in their own series like QUO-0001, QUO-0002.
- Valid until: how long the price holds, for example 30 days.
- The work, item by item, with quantity, unit price, tax and the total.
- What's included and what isn't, timing, and any deposit, in the notes.
Rules differ by country. A quote and an estimate can mean different things to your client, so say clearly whether the price is fixed. This page is general information, not tax, legal or accounting advice. Check with your accountant or tax authority, for example the ATO (Australia), GOV.UK or Your Europe (EU).
Quote or estimate?
A quote is usually a fixed price for an agreed job. An estimate is your best guess and can change. Pick Quote in the document type and change the title to "Estimate" if that fits better.
From quote to invoice
When the client says yes, open the quote from Saved, choose Duplicate, then switch the type to Invoice. It gets the next invoice number automatically.