Free Quotation Template
Download an editable DOCX quotation template and PDF preview for sending prices, scope, validity, and payment terms before work begins.
Create a professional quotation online with prices and terms, or download the editable template.
Official rules, fees, and record-keeping expectations can change. Adapt this template to your business and obtain professional advice where necessary.
Template → act → save
Turn the quote into a connected customer record.
Create a quotation in LaunchBOS so the customer, prices, status, and next step stay connected to the rest of your workflow.
Create quotationQuotation preview — not editable
Preview only
This preview cannot be edited on the website. Download the editable DOCX or XLSX file to enter your business information.
Complete field preview
Every field listed below is included in the editable download.
- Business identity and customer details
- Customer request and scope of work
- Quotation number, quotation date, and validity date
- Quoted items, quantities, unit prices, and amounts
Plus 4 additional fields listed below.
What is included
- Business identity and customer details
- Customer request and scope of work
- Quotation number, quotation date, and validity date
- Quoted items, quantities, unit prices, and amounts
- Subtotal, optional discount, optional tax, and quotation total
- Payment terms and delivery timeline
- Assumptions, exclusions, and notes
- Customer acceptance and authorized signature
How to use this template
- 1Confirm the customer and the exact request before writing the quotation.
- 2Describe the scope, quantity, deliverables, service area, or other details that determine the price.
- 3List assumptions and exclusions so the customer can see what is not included in the quoted amount.
- 4Set a validity date when supplier costs, availability, or capacity can change.
- 5State payment terms, deposit requirements, delivery or completion timing, and any customer responsibilities that matter.
- 6If the customer changes the scope, revise the quotation rather than relying on a conflicting chat message.
- 7Treat an accepted quotation as agreement on proposed scope and price; it is not proof that payment has been received.
- 8When the transaction moves forward, create the appropriate invoice and payment records instead of using the quotation as the final financial record.
Who this template is for
- Custom service jobs where scope must be agreed before work begins
- Cleaning, catering, repairs, design, or project work with variable pricing
- Small supply orders with several items or quantities
- Work that needs assumptions, exclusions, validity, or deposit terms
- Customer requests that may change before the final invoice
Related guides
How to Create a Professional Business Price List
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How to Start a Cleaning Business in Nigeria
A practical launch guide for choosing a cleaning niche, pricing jobs from real costs, setting scope and quality standards, finding first customers, and keeping the operation organised.
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Keep planning
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