Free Quotation Templates

Professional South Africa Quotation Templates for Businesses.

Create, Manage and Track Quote. PDF Download & Email Quotes.

Free Quotation Template
Our Users Rate Refrens Invoiceโญ 4.8/5 based on 11700+ Ratings

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

Quotation Details
Design & Share (optional)
Quotation Form
Quotation Details
Design & Share (optional)

Multiple online quotation templates in Word and Excel for your business

Download any quotation templates for free
Create Quotation Online
Quotation Template
Sample Quote Template - Word
Sample Quote Template - Word
Sales Quote Template - Word
Sales Quote Template - Word
Freelance Quote Template - Word
Freelance Quote Template - Word
Service Quote Template - Excel
Service Quote Template - Excel
Get Your Free Quotation Templates 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)

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.

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.
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.
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 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

A Quotation template is a blank format used by vendors to outline the products or services they are going to offer to their clients at a specific price. Quotation plays a very important role as it is the first touchpoint of any business. Before sending the invoice, contract or agreement, it is the quotation that is sent by the vendor to grab the opportunity of getting work from the client, so having a great quotation template is necessary.

Why one should use a quotation template for the business?

Using a quotation template is crucial for your business as it plays a pivotal role in shaping the perception of potential clients. This document serves as the initial point of contact, making it imperative to create a visually appealing and professionally structured quotation. A well-crafted quotation not only instils confidence in clients but also reflects the overall credibility and competence of your business.

In a scenario where a client is seeking services, such as website development, from multiple vendors, the quotation becomes a decisive factor. Clients often request quotes from various vendors and base their selection on factors like professionalism, clarity, budget considerations, and estimated project timelines presented in the quotations.

By using a professional and aesthetically pleasing quotation template, you set your business apart from competitors. It becomes a tool for differentiation, showcasing your commitment to quality and attention to detail. Clients are more likely to choose a vendor whose quotation appears well-organized, transparent, and budget-friendly.

Transparency is a key advantage of using a quotation template. It allows you to provide a detailed breakdown of costs, helping clients understand how their budget will be allocated for different aspects of the project. This transparency fosters trust and reduces the likelihood of misunderstandings during the project.

Beyond these aspects, using a template also brings efficiency to your workflow. It saves time by providing a standardized format for creating proposals, ensuring consistency and completeness across different quotations. Moreover, features like the ability to convert a quotation into an invoice with a single click without creating the invoice from scratch, as offered by platforms like Refrens, streamline the entire invoicing process.

In essence, a well-designed quotation template is not just a document; it's a strategic tool that contributes to presenting your business professionally, building trust with clients, and ultimately securing projects by emphasizing your commitment to delivering high-quality services.

Elements of Quotation Templates

Creating a comprehensive and effective quotation involves including key elements that provide clarity and transparency. Here's a breakdown of essential elements to incorporate in your quotation template:

  1. Title - Start with a clear title such as "Quotation" at the top of the document to indicate its purpose.

  2. Quotation Number - Assign a unique quotation number for reference, particularly useful when creating an invoice related to the quotation.

  3. Quotation Date and Due Date - Specify the date when the quotation is issued and include a due date to set expectations for client response.

  4. Seller's Company Information - Provide detailed information about your company, including name, address, email, phone number, and any other relevant details.

  5. Buyer's Information - Include the buyer's details such as name, address, email, and phone number.

  6. Product or Service Name - Clearly state the name of the product or service you are offering to the client.

  7. Product/Service Description - Provide a detailed description of the product or service to enhance the client's understanding.

  8. Detailed Breakdown of Amount - Break down the costs associated with the project, allowing the client to analyze and compare them effectively.

  9. Total Project Cost - Clearly mention the total cost required to complete the project.

  10. Price Variability Note - Inform the client that pricing may vary based on specific factors, ensuring transparency.

  11. Terms and Conditions - Outline terms and conditions related to the project, including payment modes and any other relevant conditions.

  12. Additional Notes - Include extra notes, such as the number of revisions provided or any specific information the client needs to know.

  13. Authorized Person's Signature - Conclude the quotation with the signature of the authorized person, adding a formal touch to the document.

By incorporating these elements into your quotation template, you create a comprehensive and transparent document that helps build trust with your clients and facilitates a smooth project initiation process.

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

Quotation Templates in Word

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

Refrens provides user-friendly and customizable quotation templates to streamline the quotation creation process. With the blank format provided by Refrens, you can easily add all the essential elements mentioned above to create a comprehensive quotation. The platform offers a custom column feature, allowing you to include additional information by adding extra columns anywhere in the quotation.

Customizing your quotation is a breeze on Refrens. After creating the quotation, you have the flexibility to choose from various quotation templates based on your preferences. Additionally, you can customize the color scheme to match your branding. For a more professional touch, consider adding your company letterhead at the top of the quotation.

Once your template is tailored to your liking, Refrens facilitates the seamless sending of the quotation directly to your potential client through its integrated emailing system. The advantage of using Refrens for email communication is the ability to track your quotation. You can monitor whether the client has opened the quotation and even schedule the delivery of your quotation for a future date, providing you with enhanced control and insights into your client interactions.

Countries Supported

my Quotation Templates | Quotation Templates | in Quotation Templates | Excel and Word Quotation Templates