Generic Pricing Quote Templates
Sales Quote Template
This sales quote template allows you to clearly list products, item quantities, unit prices, and total costs. At the top of the template, you can add a quote number and customer ID for record keeping, as well as the date by which a customer has to accept it. Add your data, and the template will calculate costs including tax, shipping, and customer discounts. You can save this Excel quote template as a PDF and send it to clients via email.
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Services Quote Template
Provide clients with a quote for services with this hourly price quote template. Sections are included to add a brief project overview or description of the work to be completed, as well as an itemized list of tasks. Enter the hours needed for completing each task, hourly rates, and any applicable taxes or other charges. Customize the template with a business logo and instructions or terms and conditions that the client needs to know.
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Job Quote Template
Use this generic quote template for a range of jobs, listing hourly services, required materials, product sales, or other job-related costs. Include a project description so that clients have a summary of the work to be performed along with line items for specific expenses. The deadline for acceptance is clearly printed at the top, and customers can accept the quote by signing on the signature line. This is a Google Sheets template that you can share with clients via your Google Drive account or send via email.
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Price Quote Templates by Job
Construction Quote Template
Designed for construction jobs, this Excel template includes sections for itemizing labor costs, materials, and other charges. Provide customers with a detailed quote that includes terms and conditions, work starting and ending dates, payment instructions, and more. Contractors can use this quote template for any type of residential or business construction project.
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Landscape Quote Template
Landscaping companies can provide customers with a quote for services with this comprehensive form. The template includes sections for client information, work description, terms of service, and costs for labor and materials. Identify whether the quote is for a one-time landscaping job or repeat service, include work dates, and provide a total cost quotation for clients to accept.
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Painting Quote Template
Create a quote for a painting job that shows costs for work completed on exterior and interior spaces. This quote form shows itemized and total costs for painting labor and materials, the job location, billing address, deadline for quote acceptance, and contact information for the painting business. A signature line and room for comments, instructions, or terms are also included on the template.
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Roofing Quote Template
This roofing quote template allows you to add details about the job to be completed, the type of roofing materials used, hourly rates for work, and unit costs for supplies. Providing customers with a thorough quote can help them understand the scope of a roofing project and inform their decision when comparing bids. Customize this quote form to include general terms and conditions along with whatever information is relevant for a particular job.
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Electrical Quote Template
Provide customers with a detailed quote that shows all elements of an electrical job, from materials (like wiring and light fixtures) to the labor required for installation and other services. Add a description of the job, hourly rates, payment terms, and additional costs. If more detail is required, expand the template to include separate rooms, buildings, or other spaces that are part of a larger electrical job.
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Cleaning Quote Template
Whether you’re providing residential or commercial cleaning services, create a professional quote template to help expand your business. This template offers a simple layout that’s easy to use, which saves you time and enables clients to get the information they need quickly. Include an itemized list of cleaning services and costs, details about the job location, terms and conditions, and the total price.
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The Value of a Price Quote
There are a few benefits to providing customers with a sales quote for goods or a service quote for hourly work. Here are some of the ways that businesses can benefit from offering quotes:
- Legal Documentation: If a misunderstanding occurs while working with a client, especially one that could lead to a legal dispute, the price quote serves as proof of an agreement.
- Professional Image: Presentation matters when businesses are competing against each other for a bid. A professional quote is one element of helping customers feel confident about working with you.
- Standardized Process: Having a standard quote template that you can adjust slightly for specific clients helps save time and boost efficiency.
- Accurate Records: Having easy access to information about previous sales orders or projects can help you provide better customer service to ongoing clients. Keeping records is important not only for handling potential disputes, but also for building client relationships.
Price quotes provide clear communication to customers about pricing and the terms and conditions of an agreement.
What to Include on a Quote
If you’re creating quotes for potential clients or responding to a request for quote (RFQ), here are some important details to consider including:
- Expiration Date: Quotes are only valid for a limited period of time. Include an expiration date so that customers know the deadline for deciding whether to accept the quote and enter into a sales agreement.
- Quote and Customer ID Numbers: Use tracking numbers to keep records organized and easily accessible.
- Preparer: Including the name of the person who prepared the quote lets clients know who to contact if they have questions about information in the quote or how to complete the sale.
- Contact Information: A quote form typically includes contact info for both the customer and supplier.
- Shipping Details: If items will be shipped, you can choose to include the shipping method, delivery date, costs, and other details.
- List of Goods or Services: Provide a detailed list of goods or services along with prices for each item. For service quotes, this may include descriptions of each task to be completed, the number of hours needed, and the total cost based on an hourly rate.
- Net Price: Clearly list the net price including taxes, shipping fees, and other charges. Clients shouldn’t find out about any hidden costs later. The quote is designed to establish a final sale — as opposed to a job estimate, which may change. If you are offering incentives such as discounts to new clients, be sure to also subtract that amount from the total expenses.
- Terms and Conditions: In some cases you may only need to add payment terms. If you need to spell out other terms and conditions, include a section for those details.
- Customer Signature: Quotes often include a signature line for clients to formally acknowledge their acceptance.
Once a quote is accepted, you can turn it into an invoice by simply removing the expiration date, changing the quote number to an invoice number, switching the preparer to salesperson, and adjusting any other details so that the form can serve as a bill rather than a quote.
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