Quotation Templates (Word, Excel, PDF) - FREE Quote Template

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Create unlimited quotes in Excel, Word, and PDF formats for all your needs.

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Quotation Template in PDF (Add quote details and download it in PDF format.)

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Quotation Templates Word

Download Quotation Templates in Word Format
Create Free Quotation Online
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Sample Quotation

Quotation Templates Excel

Download Quotation Templates in Excel Format
Sample Quote Template - Excel
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Quotation Template Excel
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Quotation Template Excel
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Excel Quote Template
Quote Template
Freelance Quote Template - Excel
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Sample Quotation
Get Your Free Quote Template NowCreate Free Quote

Features of Quote Templates

Customization of Columns
Customized TemplatesEasy to customize templates as per the requirement. No need of entering the details again and again. Add multiple custom columns and fields.
Customization of Quotation & Estimate
Customized ColorsSelect from a variety of colors. Refrens provide 250+ colors for your quotation template along with margin and print format.
Manage your quotations
Keep RecordsNo need of searching for the quotation on computer. Easy to manage and track all your quotations at one place on Refrens.
Create invoice from quotation with one click
Quotation to InvoiceOne click conversion to invoice using quotation. No need of creating the invoice from scratch.
Email and track quotation
Track Your QuotationsSend quotation via mail and check whether your client opened your quotation or not.
Schedule your Email and send quotation on time
Schedule Your EmailSchedule your email for the future date and send quotation to your client on time even when you are not working.
Multiple Currency and Country supported on quotation template
Countries SupportedRefrens quotation template support more than 150+ countries and currencies, even the rarest of the rare.
Upfront Support
Upfront SupportGet live support from our experienced support executive. We are available on chat and on WhatsApp.

Frequently Asked Questions (FAQ)

A quote template is a document created by the seller for the potential buyer describing the product or service details that they are going to offer with the price. It is a type of estimate document where the buyer adds all the details related to the product or service like product name, rate, description, applicable tax and discounts. Once the quote is accepted by the buyer, you can easily convert the quote to an invoice with one click.

Using Refrens quote template, you can easily create quotations in less than a minute. Here is the simple step to create quotes.

  1. Add your business logo to give more professionalism to quotes.
  2. In Quotaiton From section, add your business details like your business name or freelance name, email, phone etc.
  3. In Quotation For section, add your client's business details.
  4. In line item section, add the product or service name, description, rate, quantity, discount etc.
  5. In the last section, you can add terms & conditions, additional notes and a signature.

Quote template must include:

  1. Quote at the top of the document.
  2. Quote number and date.
  3. Logo of the company.
  4. Seller details with all relevant information.
  5. Buyer details with name and address, contact number.
  6. Product name, quantity, and rate.
  7. Terms and conditions.
  8. Accepted mode of payments.
  9. Signature.

In Refrens quote template, you can add the business logo, can add custom columns and fields if you want to add additional information on the quotation. There is also a feature to add custom formulas in case if you have multiple column calculations and also you can hide the totals on the quotations.

Using our quotation template, you can create quotations in Excel and Word Format. Different types of templates include the freelance quote, service quote, price quote, business quote and construction quote templates.

Quotation Template PDF

How to create a quote using a PDF quotation template?

Creating a quote using a PDF quotation template on Refrens is a simple process. Follow these steps:

  1. Visit Refrens Quotation Template Page:
  1. Click “Create Your First QUOTE”:
  • Find the pink button that says “Create Your First QUOTE” and click on it. This will load a PDF quote template on your screen.
  1. Fill in the Quote Details:
  • Quote Title: Decide on the title of your quote, such as "Quote" or customize it with your company name.
  • Header: Add quotation number, date, and your company logo. Refrens allows additional details in the header.
  • Quotation From and To Details: Fill in your company and prospect details.
  • Line Item Details: Add product or service names, descriptions, quantities, rates, and total amounts.
  • Footer Details: Include terms and conditions, additional notes, signature, attachments, etc.
  1. Review and Save:
  • Review your quotation for accuracy and click “Save and Continue.” If not registered, a popup will appear; click “Sign Up Now” to register.
  1. Download Your Quotation in PDF:
  • After registration, you'll be redirected to a review page. Click “Download” to save your quotation in PDF format.
  1. Share Your Quotation:
  • Use Refrens’ email option to share the quotation directly with prospects. They will receive the quote in both online and PDF formats, ensuring a professional and printable document.

This process allows you to quickly and efficiently create a professional quotation using Refrens’ PDF quotation template. You can also use Refrens quotation maker to create a quotation instantly.

Free Quote Templates Excel and Word

Quotation Template in Word

Creating a compelling quotation is crucial for business success, and having an accessible and visually appealing template can enhance your ability to connect with potential clients. Consider using the following quotation template in Word for an effective and professional approach.

This free quotation template, available in both Excel and Word formats, serves as a valuable resource for presenting your products and services to potential buyers. Its user-friendly design ensures that your quotation is not only visually appealing but also easy to read and understand.

For added convenience, you can leverage our free online quotation template to further streamline your quoting process. These tools empower you to craft winning quotations, contributing to the growth and success of your business. Take advantage of these resources to make a lasting impression on clients and prospects alike.

Freelance Quotation Template Word and Excel

When it comes to creating quotations, freelancers are often cited as excellent examples of efficiency and accuracy. In the freelance profession, time is of the essence, and it's essential to provide clients with an accurate estimate of how long it will take to complete a project.

As a result, most freelancers charge per hour for their services, rather than by project.

This freelance quotation template provides all of the essential details included in any quotation, but with a specific column for hourly pricing.

This feature allows you to calculate your pricing more accurately, ensuring that you're being compensated fairly for your time and expertise.

As a freelancer, your time is your most valuable asset, and it's crucial to use it effectively. With this freelance quotation template, you can streamline your pricing process and focus on delivering high-quality work to your clients.

Service Quotation Template Excel and Word

As a service provider, it's essential to have a streamlined process for delivering quotes to potential clients.

Whether you offer cleaning services, IT services, housekeeping services, call center services, catering services, or any other type of service, having an effective quotation template is crucial to your success.

Our service quotation template is available in both Excel and Word formats, making it easy for you to customize to your specific needs.

By using our template, you'll be able to quickly and efficiently create professional-looking quotes that accurately reflect the scope and cost of your services.

Once you've made the necessary changes, you can send the quote directly to your prospect, simplifying the quoting process and helping you win new business.

Don't let a lack of organization or professionalism hold you back from success; download our service quote template today and take your business to the next level.

Price Quotation Template Word and Excel

When it comes to pricing quotes for your business, having a reliable and accurate template can save you time and effort. That's why we've created a price quotation template that you can easily customize to meet your specific needs.

By editing the pricing section of the quote, you can tailor the template to your unique business requirements. The auto-calculated calculations in the template mean that you don't have to spend valuable time manually crunching numbers, allowing you to focus on delivering high-quality services to your clients.

Our price quotation template has been designed with both efficiency and professionalism in mind. You can be confident that your quotes will look polished and well-organized, helping you to present your business in the best possible light to potential clients.

Don't waste time trying to create your own template from scratch. Our price quotation template is a tried and tested solution that will save you time and help you win more business. Give it a try and see the difference it can make for your business.

Sales Quotation Template Word

As a professional or industry expert, creating a sales quotation template is an essential component of your business toolkit. Whether you're a freelancer, contractor, business, or agency, having a well-designed and accurate sales quotation template can help you win more business and increase revenue.

The main section of a sales quotation template highlights the total pricing of the product or service that will be charged at the time of purchase under specified conditions. This section is critical to ensuring that both you and your client are on the same page regarding costs and expectations.

Sales quotation templates should include all pricing columns and should be easy to understand and navigate. You can also add discounts and taxable amounts, depending on your specific needs and requirements.

By providing clear and concise information in your sales quotation template, you'll be able to present yourself as a professional and trustworthy business partner, increasing the likelihood of securing new business and long-term relationships.

Don't leave the success of your business to chance. Invest in a high-quality sales quotation template that reflects your brand and expertise, and start winning more business today.

Business Quote Template Excel and Word

Customized business quotes are an essential element of any successful business strategy. By including your company's branding or letterhead, you can ensure that your quotes are professional and consistent with your brand identity.

A high-quality quote template should include not only the cost of the product or service but also the labor cost, taxes, and discounts. This information is critical to helping your clients understand the full scope and cost of the project, allowing them to make informed decisions about whether to move forward with your business.

In addition to pricing details, a business quote template should also include clear and concise terms and conditions related to the product or service. These terms help to establish expectations and protect your business interests, providing you with the peace of mind and security you need to focus on delivering high-quality services to your clients.

Don't settle for a generic quote template that doesn't fully reflect your business and its unique offerings. Invest in a customized quote template that reflects your brand identity and professionalism, and start winning more business today.

Construction Quotation Template Excel

In the construction business, creating a quote can be a complex and time-consuming process. There are multiple factors to consider, including raw material costs, labour costs, and a detailed breakdown of all materials that will be used during the construction process.

Creating a comprehensive quote for a construction project requires a high degree of expertise and attention to detail. Every aspect of the project must be carefully considered and accurately priced, from the cost of raw materials to the time and expertise required from skilled labourers.

Despite the challenges involved in creating a construction quote, it is a critical component of any successful construction business. By providing accurate and detailed pricing information to clients, you can establish trust and credibility, and ultimately win more business.

If you're struggling to create a quote for your construction business, consider investing in a high-quality quote template that can streamline the process and help you deliver accurate and professional quotes every time.

By using a template, you can save time and ensure that every quote you create is consistent, accurate, and reflective of your business's expertise and commitment to quality.

Security Quotation Template Word

A security quotation template in Word format is a pre-designed document created using Microsoft Word, specifically tailored for security service providers. This template includes placeholders and formatting suitable for generating professional quotations for security services. It typically contains sections for your company's information, client details, a breakdown of services offered, pricing, payment terms, and any terms and conditions related to the services.

Security quote templates Word format allows businesses to streamline the process of creating quotations. By using a template, you can save time and ensure consistency in the formatting and presentation of your quotations. Users can simply fill in the relevant information in the placeholders and customize the template according to their specific services and pricing structure. This format provides a standardized and professional appearance to the quotations, making it easier to communicate service details and costs to potential clients.

Product Quote Template Word and Excel

A product quotation template in Word and Excel format serves a similar purpose as the security quotation template, but it is specifically designed for businesses that provide products or goods. These templates are pre-formatted documents created using Microsoft Word and Excel, respectively, to help businesses generate professional and detailed quotations for potential customers.

Product Quotation Template in Word

A product quotation template in Word format typically includes the following elements:

  • Company Information - Details about your company, including name, address, phone number, and email.
  • Quotation Number and Date - A unique identifier for the quotation and the date it was issued.
  • Customer Information - Information about the customer, including name, address, and contact details.
  • Description of Products - Detailed descriptions of the products or goods being quoted, including quantities, specifications, and any other relevant information.
  • Pricing - The cost of each product, along with the total amount for the specified quantities.
  • Payment Terms - Details about payment methods, deadlines, and any applicable discounts or fees.
  • Validity Period - The period during which the quotation is valid.
  • Terms and Conditions - Any specific terms and conditions related to the quotation, such as delivery terms, return policies, or warranties.
  • Closing Statement - A polite closing statement expressing gratitude for the opportunity and inviting further inquiries.

Product Quotation Template in Excel

An Excel-based product quotation template provides a structured way to list products, quantities, and prices, and calculate totals automatically. In an Excel template, you can create columns for item descriptions, quantities, unit prices, discounts (if applicable), and total prices. Formulas can be used to calculate totals and apply discounts.

Both formats allow businesses to input relevant information, ensuring consistency and professionalism in their quotations. These templates save time and effort, especially for businesses that generate multiple quotations regularly, as they provide a standardized and organized format for presenting product details and pricing to clients.

Construction Quote Template Excel

A construction quotation template in Excel is a pre-designed spreadsheet created using Microsoft Excel that is specifically tailored for use in the construction industry. These templates are designed to assist construction professionals, project managers, contractors, and other stakeholders in planning, organizing, and managing construction projects. Construction templates in Excel can cover a wide range of purposes, including project planning, budgeting, cost estimation, scheduling, project tracking, and more. These templates come with predefined formulas, formats, and functionalities that simplify complex calculations and data management tasks related to construction projects.

Contractor Quote Template Excel

A contractor quotation template in Excel format is a pre-designed spreadsheet created using Microsoft Excel that is specifically tailored for contractors and construction professionals. These templates are customized to meet the unique needs of contractors and can cover various aspects of their business operations. Contractor templates in Excel are designed to simplify tasks related to project management, budgeting, estimating, scheduling, invoicing, and other administrative activities.

Excel templates for contractors are highly customizable. Contractors can modify these templates to suit their specific needs, adding or removing sections and adjusting formulas as required. Using these templates can enhance efficiency, organization, and professionalism in the contractor's business operations.

Elements of Every Quote Template

When it comes to creating a professional quote, there are several key elements that should be included in every template, regardless of the industry or profession.

First and foremost, it's important to include a clear and descriptive title at the top of the quote, which should reflect the specific products or services being offered.

Next, the quote should be customized with the company's branding, including the company letterhead or logo, to ensure a professional and consistent look and feel.

The Quotation By section should include all the relevant contact information for the vendor, so the prospect knows exactly who is sending the quote.

Similarly, the Quotation To section should include all the relevant details for the potential client, including their name, address, phone number, email, and any other relevant information.

The item section is where you will break down the pricing for the products or services being offered, including quantity, time estimates, and any additional charges or discounts that may apply.

It's also important to include a clear and comprehensive terms and conditions section, which should outline all the details and expectations for the product or service being offered.

Finally, the quote should be signed by the vendor with a digital signature or company stamp, to demonstrate authenticity and professionalism.

By including these key elements in every quote template, you can ensure that your quotes are consistent, professional, and effective in attracting new clients and growing your business.

Quote Templates in Excel

Creating a quote in Excel can be a time-consuming and complex process, involving manual entry of various fields and calculations. However, there's good news – we've simplified this process by offering a variety of quote templates in both Excel and Word formats.

These templates cater to different industries, and even if you can't find one specific to your industry, our blank or sample quote template is a versatile option suitable for any profession or industry.

Choose your preferred template, and you'll be directed to a Google Doc or Google Sheet based on your selection. From there, easily download the quote template by clicking on "File" in the top-left corner, selecting "Save as Google Sheets," or clicking on "Downloads."

Once downloaded, simply input the necessary details related to your quote. With these user-friendly templates, you can create professional quotes efficiently and send them to your clients hassle-free.

But, if you want to take your quote generation process to the next level, I highly recommend using our quotation software.

It streamlines the entire quotation process by providing a single dashboard where you can view, manage, edit, and track all your quotes in one place. This makes it incredibly easy to share your quotes with clients directly via Email or WhatsApp.

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Quotation Samples in Excel, Word and PDF Formats

Offering downloadable quotation samples in multiple formats, like PDF, Word, and Excel, brings many benefits to businesses. These formats help businesses create, share, and customize quotations easily, making the process smooth and efficient.

1. Easy Customization

Different formats cater to different needs. A quotation template in Word allows for easy editing. You can change the layout, add your company’s logo, and adjust the content to fit your style. Excel quotation formats are perfect for businesses that need to include calculations. You can use Excel’s formulas to manage costs and totals accurately.

2. Access for Everyone

By offering quotations in PDF, Word, and Excel, businesses ensure that everyone can open and read the document, no matter what software they use. PDF is great for keeping the document’s layout intact. It looks the same on any device, making it perfect for sending final versions. Word and Excel formats let users make edits if needed before sharing the final quotation.

3. Professional Look

A well-prepared quotation leaves a good impression. PDF quotation samples keep the document’s design consistent, giving a polished and professional appearance. This helps build trust with clients by showing that you pay attention to detail.

4. Save Time

Using ready-made quotation templates in different formats saves time. Instead of creating a new quotation from scratch, businesses can download a quotation sample, fill in the details, and send it to clients quickly. This helps in responding to client requests faster and more efficiently.

How Refrens Helps You?

Refrens provides quotation templates in PDF, Word, and Excel formats to meet all your needs. Our templates are easy to use, making it simple to create professional-looking quotations.

PDF Templates: Great for finalizing your quotation with a consistent design.

Word Templates: Perfect for editing and customizing your quotation.

Excel Templates: Ideal for including detailed calculations.

Refrens makes it easy to choose the right quotation format for your business. Our downloadable quotation forms help you create accurate and professional quotations quickly, giving you more time to focus on growing your business.

Flexible Options: Word and Excel Quotation Templates

Whether you prefer quotation template Word or quotation template Excel, Refrens has you covered. Our templates are easy to use and can be tailored to fit your specific needs. Just enter your information, and you're ready to send a polished quote in minutes. Once approved, converting it to an invoice is just a click away, ensuring a smooth transition from quote to payment.