Free quote and estimate template
Download the quote template for Word or Excel, or as a PDF to print and fill in by hand. It's free and you don't need an account.
Prefer to fill it in online? Quote generator
Quote
- Number
- Date
- Valid until
| Description | Qty | Price | Amount |
|---|---|---|---|
What to fill in on the quote template
A good quote leaves little room for misunderstandings. Requirements differ by country and VAT status, so check with your accountant or tax office when in doubt.
- Your details and your client's
- Names and addresses of both sides, and your VAT number if you're registered for VAT.
- Quote number and date
- So you and your client can refer to the same version when the quote changes.
- Validity
- How long the offer stands, for example 30 days.
- Scope of the work
- What's included and what isn't. Clear limits save discussions later.
- Line items and total
- Quantity, price and amount per line, a total in a stated currency and, if you're VAT-registered, the VAT.
- Terms and acceptance
- Payment terms, the planned schedule and how the client confirms, for example with a signature or a written reply.
How to use the quote template
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1
Choose a format
Word is easiest for longer descriptions and layout changes, Excel suits you if you calculate prices in cells. The PDF is for printing and filling in by hand.
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2
Add your details once
Replace the placeholders with your name, address and VAT number, add your logo and save the file as your master copy.
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3
Describe the work and the price
Make a copy for every quote. Enter the number, the date, your client, the line items and the validity period, then check the total.
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4
Send it and follow up
Save the quote as a PDF and send it. When the client accepts, keep the confirmation and use the same items for the invoice.
Questions and answers
Is the quote template free?
Yes. Download it without an account and use it for your own business as often as you like.
Can I use it as an estimate template?
Yes. The layout works for quotes and estimates alike. Change the title and state in the notes whether your figures are a fixed price or an estimate that can change.
How long should a quote be valid?
As long as you write on it. Many businesses choose 14 to 30 days, so prices and availability don't stay open indefinitely.
Should I use Word or Excel?
Both contain the same fields. Word is easier for longer descriptions, Excel suits you if you prefer working with numbers in cells. Send either one as a PDF.
Is there a faster way than a template?
Yes. The free quote generator on this site calculates the totals and creates the PDF in your browser, without an account.
Quotes your clients accept online
In Buezli, you send an estimate by email or secure link, and your client accepts or declines it online. An accepted estimate becomes an invoice draft with one click. CHF 99 per active user per year, 30 days free without a credit card.
30 days free No credit card Cancel anytime