Free Template

Quotation Template

This quotation template prices a job before you do it, and the totals calculate themselves. Fill it in, download a PDF, and turn the same figures into an invoice the moment the client accepts — no retyping, no signup.

Typical line items

Fields you'll usually include on this invoice:

  • Your business name, address and contact details
  • The client name and the job or project the quote covers
  • A quote number and the date you issued it
  • Each item of work with quantity, rate and line total
  • Subtotal, any tax, and the total price quoted
  • An expiry date — quotes are offers, and open-ended offers cost money

Invoicing Tips

  • Put an expiry date on every quote. Without one your price is open indefinitely, including after your own costs rise
  • Number quotes in their own sequence, separate from invoices, so accepted and unaccepted work never gets confused
  • Spell out what is excluded, not just what is included — most quote disputes are about scope, not price
  • State the deposit and payment terms on the quote itself, so accepting the price means accepting the terms
  • Keep the wording as an estimate of price for work not yet done — that is what separates a quote from an invoice

Common Mistakes to Avoid

  • Sending a quote with no expiry, then being held to a price months later
  • Reusing invoice numbers for quotes, which breaks your accounting trail
  • Listing only inclusions, so anything unstated is assumed to be included
  • Quoting a single lump sum — clients cannot see what to cut when the number is too high

Frequently Asked Questions

What is the difference between a quotation and an invoice?

A quotation is a fixed price offered before the work happens. An invoice is a request for payment after it has. A quote does not create a debt; an invoice does. The practical difference is that a quote needs an expiry date and an invoice needs a due date.

Is a quotation legally binding?

Once a client accepts it, a quotation generally becomes the agreed price and binds you to it — which is why the expiry date matters. An estimate is different: it signals an approximate figure that can move. Use the word you actually mean.

Should a quotation include tax?

Show it separately if you charge it, exactly as you would on an invoice. A quote that hides tax inside the total gets disputed later when the invoice arrives larger than the number the client remembers.

Build an invoice now with our free online invoice maker — professional PDF, local tax fields and no signup required.