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.
How to make a quotation using quote template?
Using Refrens quote template, you can easily create quotations in less than a minute. Here is the simple step to create quotes.
Add your business logo to give more professionalism to quotes.
In Quotaiton From section, add your business details like your business name or freelance name, email, phone etc.
In Quotation For section, add your client's business details.
In line item section, add the product or service name, description, rate, quantity, discount etc.
In the last section, you can add terms & conditions, additional notes and a signature.
What must be included in a quote template?
Quote template must include:
Quote at the top of the document.
Quote number and date.
Logo of the company.
Seller details with all relevant information.
Buyer details with name and address, contact number.
Product name, quantity, and rate.
Terms and conditions.
Accepted mode of payments.
Can I customize the quote template?
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.
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.
How to create a quote using a PDF quotation template?
Creating a quote using a PDF quotation template on Refrens is a straightforward process, designed to be user-friendly. Here's a step-by-step guide to help you create a professional quotation using Refrens' PDF quotation template.
Visit Refrens Quotation Template Page - Go to Refrens' quotation template page on their website.
Click "Create Your First QUOTE" - On the page, find the pink button that says “Create Your First QUOTE” and click on it. This action will load a PDF quote template on your screen.
Fill in the Quote Details
Title - Decide on the title of your quote. It can be as simple as "Quote" or "Quotation," or you can customize it with your company name. For instance, if your company is ABC, you can title it “ABC Quote.”
Header - Add the quotation number, quotation date, and your company logo. Refrens also offers custom field options for adding additional details in the header section.
Quotation From and To Details - Fill in your company details under "Quotation From" and the prospect's details under "Quotation To."
Line Item Details - Add product or service names, descriptions, quantities, rates, and total amounts.
Footer Details - Include terms and conditions, additional notes, your signature, attachments, etc.
Review and Save - Once all the necessary details are filled, review your quotation to ensure accuracy. Click on the "Save and Continue" option. A popup modal will appear; click on "Sign Up Now" to register if you haven’t already.
Download Your Quotation in PDF - After registration, you'll be redirected to a review page where you can view your completed quotation. Click on the "Download" option to save your quotation in PDF format.
Share Your Quotation - You can use the email option provided by Refrens to share the quotation directly with your prospects. They will receive the quote in two formats: online and PDF. The PDF version ensures a professional and printable document for their reference.
As a business owner, your ability to connect with potential clients is critical to your success. A well-crafted quotation is an essential tool in your arsenal to win over new customers.
Your quotation must be more than just visually appealing; it needs to be easy to read and understand.
To ensure that your quotation is both attractive and accessible, I recommend using the following quotation template or format.
This free template, available in both Excel and Word formats, is an excellent resource for pitching your products and services to potential buyers.
Additionally, you can also use our free online quotation template to streamline your quoting process even further. By utilizing these tools, you'll be able to create winning quotations that will help you grow your business and achieve success.
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.
How to create a quote in Excel?
Creating a quote in Excel can be a time-consuming and daunting task, requiring you to manually add all the necessary fields and columns, and calculate the total amount yourself. Moreover, it's crucial to ensure that the Excel quote template is print-friendly.
But, I have some exciting news for you! We've simplified the entire process by offering a range of quote templates in Excel and Word format.
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 that can be used by any profession or industry.
Simply choose your preferred template, and you'll be directed to a Google Doc or Google Sheet based on your selection.
From there, you can easily download the quote template by clicking on "File" from the top left corner, selecting "Save as Google Sheets," or clicking on "Downloads."
Once you've downloaded the quote template, all that's left to do is enter the necessary details related to your quote and send it off to your client.
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.