Quotation template
A quote is a promise with an expiry date. Get those two things right and the rest is formatting.
The template as it comes, with {{placeholders}} where the text changes.
Free, no signup, no email. Edit it in Word, PowerPoint or Excel like any other file.
The fields in this template
Each {{placeholder}} matches a column name in the sample list, so the two line up on their own.
| Placeholder | What goes in it |
|---|---|
{{Quotation No}} | Unique. You will need it when the customer comes back three weeks later. |
{{Customer Name}} | The company, spelled the way they spell it. |
{{Product}} | What you are quoting for. |
{{Specification}} | Model, size, material, finish — whatever makes this quote specific. |
{{Quantity}} | How many. Price without quantity is meaningless. |
{{Unit Price}} | Format it in your list — "$12.40" — so it prints as money. |
{{Total Price}} | Same. |
{{Valid Until}} | The most important field on the page. See below. |
{{Sales Contact}} | Who the customer replies to. |
The validity date is not optional
Material prices, freight and exchange rates all move. A quote without an expiry is a price you promised forever, and buyers do come back six months later holding one.
Put Valid Until on the face of the document, not in the small print. Thirty days is the common default; shorter if your inputs are volatile.
Specification is what stops the argument
Most disputes about a quote are not about the number — they are about what the number covered. "Steel bracket, $4.20" invites trouble. "Steel bracket, 304 stainless, 3 mm, brushed finish, $4.20" does not.
Say explicitly whether the price includes shipping, duties and tax. If it does not, one line saying so is worth the space.
Quoting the same thing to twenty customers
Trading and wholesale means sending near-identical quotes with different customers, quantities and prices. Keep them as rows in a spreadsheet: one row per quote, columns for the bits that change. You get consistent documents, and a record of every price you quoted — which matters when the customer says "you told us $11.80".
Need forty of them?
Upload this template with your own list and every row comes back as its own file, named from a column you choose. Word, PowerPoint or Excel in; Word or PDF out.
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