Free Templates Where Every Format Actually Computes
Quote template
A quote is a promise: this scope, this price. Because it commits you, a strong quote is as much about what it excludes as what it includes - and it should be effortless for the client to accept.
Fixed price means fixed scope
List every item the price covers with quantities and unit prices, then state exclusions explicitly. When a client asks for "one small addition," the itemized quote is what lets you price the addition instead of absorbing it.
Discounts, taxes, and the real total
Show the discount as its own line rather than lowering unit prices - the client sees the value, and your rate card survives intact. Tax belongs on the quote too: a quoted total that grows at invoice time feels like a bait and switch even when it is just tax.
Acceptance that starts the clock
End with a signature block plus your payment terms (a deposit percentage is normal for committed work). State the delivery or start date the quote assumes; if acceptance comes late, the date moves with it.
Quote checklist
| Section | What to include | Why it helps |
|---|---|---|
| Header | Quote #, date, valid-until, RFQ reference | Ties your reply to their request |
| Line items | Every included item with unit prices | Add-ons get priced, not absorbed |
| Discount | A visible discount line | Shows value, protects your rate card |
| Terms | Deposit, delivery date, payment terms | The commitment cuts both ways |
| Acceptance | Signature and date | A signed quote is an order |
Downloadable templates
Every format computes: the PDF calculates as you type, Word recalculates with F9, and Excel updates live. For branded documents with online payments and automatic reminders, use Invoice My Clients.
Quote FAQ
Is a signed quote legally binding?+
Generally yes - a signed quote with clear scope and price forms a contract in most jurisdictions. That is exactly why the exclusions section matters.
Can I change a quote after sending it?+
Before acceptance, yes: issue a revised quote with a new number and date. After acceptance, changes need the client’s agreement, usually as a change order.
Quote or estimate for my situation?+
If you can price the work confidently, quote it - clients prefer certainty. If the work hides surprises (repairs, discovery work), estimate first.