Sample Quotation Format for FREE - Quotation Templates

Create, manage, and track your quotations effortlessly! Download PDFs, email, and print quotes with our user-friendly quotation templates and contoh quote formats tailored for Malaysian businesses.

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

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Quotation Generator Form
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Use Refrens quotation templates to create professional quotations
Quotation Template
Free Quotation Template
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Quotation Example
Consulting Quotation Template
Quotation Template Free
Classic Quotation Template
Quotation Format
Printable Quotation Template
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Modern Quotation Template
Quotation Sample
Quotation Template - Business
Quotation Template
Tax Quotation Template
Sample Quotation
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Quotation Template
Quotation Format
Quotation Template
Get Your Free Quotation Template NowCreate Free Quotation

Features of Quotation 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)

How to make a quotation using quotation template?

You can easily create a quotation using Refrens quotation template, you just have to add some details on the template:

  1. The name, address, logo, and other vendor details.
  2. Same as vendor details add buyers' information.
  3. Fill out the product or service name with a description.
  4. Add quantity or hours worked with your price or hourly rate.
  5. Clearly define the terms & conditions on the quotation.
  6. Sign of an authorized person.
Can I customize the quotation format?

Yes, you can customize Refrens quotation template by adding the logo, custom fields and columns, or by hiding the irrelevant columns. You can also change the color of the quotation, add letterhead at the top of the quotation.

What is a quotation format?

A quotation format is a document that contains all the information that includes product name, amount, quantity, and other essential details. You can easily edit this document and can customize it as per your requirement.

What must be included in a quotation template?

Quotation template must include:

  1. Quotation at the top of the document.
  2. Quotation 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.
What are the different quotation formats?

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.

Free Quotation Templates & Quotation Sample

Why should one use a quotation template for the business?

A quotation is the first document accessed by your potential clients, so it becomes important for you to create a great-looking professional quotation. For example, Let's say a client wants a developer who can design and develop his website. So the client will start looking for developers.

Now, after doing some research or from any other references he gets the list of 5 vendors, and now one-by-one he explains the project to all vendors. And in return, he asks them to quote the price and the estimated time to complete the project.

He gets the quotation from all his vendors and chooses the one, who looks more professional, clean, budget-worthy, and time-efficient.

So here in this case, on looking at the quotation, the client assigns the project to the vendor. So creating a professional and good-looking quotation is no more a choice. If you don't, then your competitors will take over you. So this is the reason you must use quotations for your business.

Not just using the quotation, but knowing the proper format of the quotation is also important which will be discussed in the next section. As soon as, the client accepts your quotation the first thing you should do is to sign a contract or use an escrow system just to safeguard your funds. Once the work is done and the project is reviewed by your client, send the invoice.

You don't have to create an invoice from scratch as you can use convert quotation to invoice features which will create the SST invoice with one click without using any SST invoice template and make your invoicing easy and simpler.

Elements of Sample Quotation Templates

In today's competitive world just creating a quotation is not enough to it is also important to know the proper format of the contoh quotation before making one. So here is the list of elements you must have in your quotation-making process.

Quotation Template Format for Malaysian Business

  1. It is a good practice to add "Quotation" at the top of the document as a title.

  2. Add a quotation number, so that when creating an invoice it can be used as a reference number.

  3. Quotation date and due date.

  4. Sellers company information with name, address, email, phone number, and all other relevant information.

  5. Buyers information like name, address, email, and phone number.

  6. Product or service name you are going to offer to the client.

  7. After adding the name of the product, give a detailed description of the product so that it becomes easy for your client to understand.

  8. Detailed breakdown of the amount as per the project so that you can client can analyze and compare it with others.

  9. Total cost to complete the project.

  10. Also mention on the quotation that pricing is not constant and it may vary depending on various factors.

  11. Terms and conditions. Here you can add the terms related to the project like the payment mode you will accept or any other conditions.

  12. Additional Notes: you can add extra notes if you want to like how many revisions you will provide in case of any changes needed by the client.

  13. Signature of the authorized person.

Refrens also provide sample contoh invoices for the users and also e-invoicing software for Malaysia business.

Ensuring Compliance with SST Requirements in Your Quotation Format

Creating quotations that comply with Sales and Services Tax (SST) rules is essential for businesses in Malaysia. Making sure your quotations meet these requirements not only avoids penalties but also helps build trust with your clients. Here’s a simple guide to help you get it right.

What is SST and Why is it Important?

Sales and Services Tax (SST) is a tax on certain goods and services in Malaysia. As a business, you need to include accurate SST details in every quotation you send out. This shows your clients that your business is legitimate and follows the law.

Choosing the Right Quotation Template

Using a well-organized quotation template is key to staying compliant. It should have specific sections for SST details like your SST number, the correct tax rate, and the total cost after tax. A clear quotation format makes sure you don’t miss any important information.

Important Parts of a Contoh Quotation

1. SST Number: Always include your SST registration number in the quotation. This is a legal requirement and shows your clients that you can charge SST.

2. Tax Rate and Total Amount: Make sure the right SST rate is applied to each item or service. Your quotation format should calculate the total amount automatically, including the tax.

3. Detailed List of Items or Services: A good quotation sample breaks down each item or service with its price before tax, the SST amount, and the total cost.

4. SST Exemptions: If any items are exempt from SST, clearly mention this in the quotation to avoid any confusion.

Making it Easier with Automation

Manually calculating SST can lead to mistakes. Using an automated quotation format ensures that your tax calculations are correct and up-to-date with current regulations. It also helps maintain consistency in all your quotations.

Keeping Your Quotation Templates Updated

Tax rules can change, so it’s important to regularly update your quotation template. This helps you stay compliant with the latest SST regulations and avoid any issues with your quotations.

Simple Methods to Manage Your Quotations

Keeping track of the quotations you send to clients is important. It helps you stay organized and ensures you don’t miss any opportunities. Here are some easy ways to manage and track your quotations.

1. Use a Quotation Template A quotation template helps you keep things consistent. It lets you follow the same quotation format every time, so you know exactly what information is included. Some tools like Refrens even let you track when a client views the quote, making it easier to follow up.

2. Set Up Alerts with a Quotation Form A quotation form that sends automatic alerts is a handy tool. It can notify you when a client opens the quotation or if too much time passes without a response. This way, you stay on top of things without needing to remember every detail.

3. Keep Quotation Samples Save copies of your sent quotations as quotation samples. This makes it easy to look back at what you’ve sent. It’s useful if you need to resend a quote or check any details later.

4. Use Simple Quotation Management Tools If you handle a lot of quotations, consider using basic tools to keep track of them. These tools can organize your quotations, show you their status, and remind you to follow up. Choose tools that let you use your preferred quotation format.

5. Update Your Quotation Format Regularly Make sure your quotation template is up-to-date. Review it now and then to ensure it’s clear and effective. A good quotation format not only helps with tracking but also looks professional to your clients.

How Can CRM Integration Improve Quotation Templates?

Integrating your CRM system with quotation templates can make your business processes much smoother and more efficient. By linking your CRM with your quotation format, you create a system that not only simplifies making quotations but also helps you keep track of client interactions better.

1. Make Work Easier and Faster When your CRM is connected to your quotation form, you can automatically fill in client details, product information, and prices from your CRM. This saves time and reduces mistakes, ensuring your quotation is accurate and looks professional.

2. Keep Client Information Organized With CRM integration, all your client interactions, including quotations, are stored in one place. This helps you stay on top of each client’s needs and follow up more effectively. Every quotation template becomes part of the client’s profile, making it easier to manage your relationships.

3. Ensure Accurate Data Integrating your CRM with your quotation format means all the data is kept in one place. When client details are updated in the CRM, they are automatically updated in your quotation form too. This ensures that every quotation you send is accurate and up-to-date, which helps build trust with your clients.

4. Track Progress Easily When your CRM and quotation templates work together, it’s easier to see which quotations have been sent, which ones are still being discussed, and which have been accepted. This information is valuable for planning and making informed decisions about your sales strategies.

5. Boost Sales A system that combines CRM with quotation templates can help increase sales. By making the quotation process faster and more accurate, your sales team can spend more time closing deals. Plus, being able to quickly create precise quotations based on the client’s history can help turn more leads into customers.

Multi-User Access Quotation Templates with Role-Based Permissions

Creating and managing quotations can be a complex task, especially when different team members need to collaborate. This is where quotation templates with multi-user access and role-based permissions come in handy. These templates allow your team to work together, ensuring each person can only access or edit the parts of the quotation that match their role.

Why Use Multi-User Access Quotation Templates?

In any business, several people might be involved in creating a quotation. The sales team might draft the initial quote, while the finance team adds pricing details, and the manager gives final approval. With a multi-user access quotation template, each person can do their part without interfering with others. This makes the process more efficient and reduces the chances of mistakes.

How Role-Based Permissions Work?

Role-based permissions are all about control and security. They ensure that each team member has access to only the information they need. For example, a junior team member might only be able to input customer details and product descriptions, while a senior team member can adjust pricing and terms. This keeps sensitive information secure and prevents unauthorized changes, making every quotation sample more reliable.

1. Simplifying Your Workflow

Using a quotation template Word or quotation template Excel with role-based permissions helps simplify your workflow. It eliminates confusion about who does what and when. Each team member knows their specific tasks, and everything is tracked in real-time. This clarity speeds up the process and helps ensure that quotations are sent out quickly and accurately.

These templates are also flexible. Whether you need a simple template quotation or a more detailed quotation format, you can customize the template to suit your needs. This flexibility makes it easier to keep your documents consistent and professional.

2. Boosting Team Collaboration

A multi-user access quotation template improves collaboration by allowing everyone to contribute based on their expertise. This approach not only enhances the quality of the quotations but also fosters a sense of teamwork. With everyone playing their part, your team can produce accurate, high-quality quotes faster.

Quotation Template offered by Refrens

Quotation Template for Freelancers

Letterhead Quotation Template

Classic Quotation Template

Print-friendly Quotation Template

Quotation Format for Businesses

Modern Quotation Template

Quote Templates

You can also use our other templates like invoice templates, proforma invoice templates, purchase order templates, and also estimate templates.

Easy to customize quotation templates

Using Refrens quotation format, you can easily start creating the quotation using the above blank format. Add all the essential elements in the quotation as mentioned above. If you want to add any additional information then you can easily use our custom column feature which helps you to add extra columns anywhere on the quotation.

Once the quotation is created, you can select a quotation template as per your need and can also change the color of your quotation. If you want a more professional-looking quotation then don't forget to add your company letterhead at the top of the quotation.

Once the template is customized, you can send the quotation directly to your potential client using Refrens emailing system. The advantage of using the mail here is you can track your quotation and can check whether the client has opened your quotation or not, same you can also schedule your quotation for the future date.

You can create quotations for your clients, there are no restrictions for creating or adding the client. manage all your quotations, invoice, and can use proforma invoice templates, and other documents in one place.

Countries Supported

za Quotation Templates | Quotation Templates | in Quotation Templates | Quotation Templates Word and Excel