Quote template

What is a quote?

A quote sets out the price a business offers a customer for goods or services. It lists the items and their costs, along with any terms and a date until which the prices apply.

How to use this quote

Enter your business and customer details. Set the quote date and valid-until date. Add each item with its quantity and unit price, then enter your terms.

Choose one currency for the quote. Quantities accept up to three decimal places. Prices accept two. Each line amount rounds to the nearest cent, with half cents rounded up. Tax applies to the subtotal and rounds once.

Use Print for the completed quote. To save a PDF, choose that option in your browser's print dialog. Print blank form removes all entries from the printed copy, including company details, dates, and prices.

Limits

One currency and one tax rate per quote. Up to 40 items. Quantity must be greater than zero and no more than 999,999.999. Unit price must be between 0 and 999,999,999.99. Tax must be between 0 and 100 percent.

Check your quote number before each use. The form starts at Q-0001 and does not keep a number sequence.

Fields on the quote

The quote number identifies this document. Valid until sets the last date for these prices and must be on or after the quote date. Use Terms and notes for payment details or work you have excluded. The customer can sign the acceptance line on the printed copy.