Quote Template
Professional quote/estimate template for client proposals.
What's Included:
- Professional quote layout with your branding and contact details
- Itemized pricing table with optional and required line items
- Quote validity period with expiration date
- Acceptance section with signature block to convert quote to agreement
Available Formats:
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A professional quote sets expectations before work begins and, when signed, becomes the basis for your agreement. This template creates clean, branded quotes with itemized pricing, optional add-ons, and a clear validity period that motivates timely client decisions.
The optional line items feature is a subtle sales tool. By presenting required items alongside recommended add-ons, you give the client choices while increasing the average deal value. Mark certain items as optional and let the client build their own package—they often choose more than the minimum.
How to Use This Template
Enter Client and Project Details
Fill in the client's name and the project or service being quoted. Add a brief description of the scope.
Build the Pricing Table
List each line item with description, quantity, unit price, and total. Mark items as required or optional so the client can choose their package.
Set Validity and Send
Enter the quote validity period (typically 30 days), add any terms or notes, and send to the client for review and acceptance.
Frequently Asked Questions
How long should a quote be valid?
30 days is standard for most industries. Shorter validity (7-14 days) works well for service businesses where schedules fill quickly. Longer validity (60-90 days) may be appropriate for large projects with lengthy decision cycles. Always include an expiration date.
What is the difference between a quote and an estimate?
A quote is typically a fixed price that you commit to honoring during the validity period. An estimate is an approximation that may change as work progresses. This template is structured as a quote with fixed pricing, but you can add a note that prices are subject to change if you prefer estimate-style flexibility.
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