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Free Quotation Template
Create Professional Business Quotations in Minutes
Create Your Quotation
Fill in the form on the left — your quotation updates live on the right. Totals calculate automatically. Your work is saved as you type.
Quotation Details
All fields update the preview instantly
Your Business
PNG, JPG, or SVG · Max 1 MB · Shows on quotation & print
Quote Info
Quote For (Customer)
Products & Services
Taxes & Adjustments
Payment Details
Razorpay, PayU, Stripe, or any online payment page URL
Notes, Terms & Signature
Live Preview
This is what your customer will see
What is a Business Quotation?
A business quotation is a formal document that informs a customer about the estimated price of products or services before work begins. It helps businesses communicate pricing clearly, avoid misunderstandings, and build trust before an order is confirmed.
Unlike an invoice, a quotation is created before the sale. Once the customer accepts the quotation, it can be converted into an invoice or purchase order.
Why Professional Quotations Matter
A professional quotation does much more than display prices.
It helps you:
- ✓Present your business professionally.
- ✓Build customer confidence.
- ✓Reduce pricing confusion.
- ✓Clearly define products or services.
- ✓Mention taxes and additional charges.
- ✓Avoid future disputes.
- ✓Increase quotation acceptance rates.
- ✓Save time with reusable formats.
For freelancers, agencies, retailers, manufacturers, consultants, and service businesses, a standardized quotation process improves both efficiency and customer experience.
What's Included in This Template?
The template contains all the essential fields required for professional business quotations:
Field-by-Field Guide
Quote Number
Assign a unique quotation number for tracking and future reference.
Validity Date
Specify how long the quotation remains valid to encourage timely customer decisions.
Product Description
Clearly explain the products or services included in the quotation.
Taxes
Mention GST or applicable taxes transparently.
Terms & Conditions
Outline delivery timelines, payment terms, warranty, cancellation policies, and other important conditions.
Difference Between Quotation and Invoice
| Quotation | Invoice |
|---|---|
| Sent before sale | Sent after sale |
| Estimated price | Final amount |
| Customer approval required | Payment request |
| Can be revised | Official financial document |
| Helps win customers | Helps collect payments |
Who Can Use This Quotation Template?
Designed for:
Retail Shops
Wholesalers
Manufacturers
Service Providers
Freelancers
Agencies
Consultants
Contractors
Clinics
Salons
Interior Designers
Architects
Coaching Institutes
Event Planners
Home Businesses
Online Sellers
Step-by-Step: How to Create a Professional Quotation
Enter your business details.
Add customer information.
List products or services.
Apply taxes and discounts.
Review pricing carefully.
Preview the quotation.
Download or print.
Quotation Best Practices
- ✓ Use professional branding.
- ✓ Mention quotation validity.
- ✓ Break down pricing clearly.
- ✓ Include taxes separately.
- ✓ Explain payment terms.
- ✓ Mention delivery timelines.
- ✓ Add contact information.
- ✓ Keep formatting clean and readable.
Common Mistakes to Avoid
Avoid these mistakes:
- ✕ Missing quotation number.
- ✕ Incorrect customer details.
- ✕ Unclear pricing.
- ✕ Hidden charges.
- ✕ Missing validity date.
- ✕ No payment terms.
- ✕ Poor formatting.
- ✕ No signature.
Expert Tips
- 💡 Respond to enquiries quickly.
- 💡 Personalize quotations for each customer.
- 💡 Use clear product descriptions.
- 💡 Mention discounts separately.
- 💡 Follow up before the quotation expires.
- 💡 Save every quotation for future reference.
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