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.
Quote template must include:
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.
You can create a quotation in Word, Excel, or PDF format, depending on what works best for you.
1. Word Quote Template:
Word is easy to use and available on most systems. You can type your details into a simple document and share it quickly.
Pros:
Familiar and simple
Easy to edit or print
Cons:
Needs manual formatting
No automatic calculation
Errors are easy to miss
2. Excel Quote Template:
Excel gives more flexibility with numbers. You can add formulas for totals and tax.
Pros:
Built-in calculations
Good for price breakdowns
Cons:
Needs spreadsheet skills
Not very visually appealing
Easy to change by mistake
3. PDF Quote Template:
PDF is great for sharing. Once saved, no one can edit the file.
Pros:
Secure and fixed layout
Looks professional
Cons:
Hard to edit
Needs extra tools to create
- Why Refrens Is Better
Refrens gives you the best of all three without the extra work. You get free quote templates that are easy to fill, auto-calculate totals and tax, and can be downloaded in PDF format. You don’t need to design, format, or fix errors. Just enter your details, pick your style (like a freelance quote, service quote, or construction quote template), and send it. It’s faster, more accurate, and looks professional every time.