How to use this quote template
- Enter the quote number, reference and date. Valid until defaults to 30 days later.
- List each item with exact quantities and prices, so there's no ambiguity about what the price covers.
- Adjust the terms (deposit, delivery, what happens after expiry), then send the PDF.
Terms worth including
- Validity. The date after which prices may change.
- Deposit and payment schedule. How much is due at acceptance, and when the rest is due.
- Delivery or timeline. When the work starts and finishes once the quote is accepted.
- Changes. Changes to scope are quoted separately.
- Exclusions. What the price does not cover.
Following up
Most quotes that go unanswered aren't rejected, just forgotten. Follow up two or three days after sending, and again a week before the quote expires. Ask whether anything is unclear, not just “any update?”.
From quote to cash
- Customer signs the acceptance block, or confirms in writing.
- Collect the deposit and issue a receipt.
- For goods you'll buy in, send your supplier a purchase order.
- Deliver, then send the invoice, crediting the deposit.
To set prices that protect your margin, work backward from a target with the markup calculator.