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Free Quote Template

Our Free Quote Template is designed to streamline your quotation process while impressing your B2B clients. Showcase your professional expertise and secure new business with ease. This template contains all the necessary elements you need to highlight your unique products and services. Download now and get started.

Used by 156 people

Rated 4.5

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Our Free Quote Template comes with a pre-built layout that helps you create professional sales quotes in minutes.

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PRICE QUOTE TEMPLATE

Prepared for: [Client’s Name]

Prepared by: [Your Name/Company Name]

Invoice Number: [Invoice Number]

Invoice Date: [Invoice Date]

Due Date: [Due Date]

Project Description: [Brief description of the services provided]

>Company Name>

>Street Address, City, State, Zip/Post>

>Website, Email Address>

>Phone Number>

INVOICE

Bill To	Project Details
>Contact Name>	>Project Name>
>Client Company Name>	>Project Description>
>Address>
>Phone, Email>

Invoice No: #INV00001
Invoice Date: 11/11/11
Due Date: 12/12/12

DESCRIPTION	HOURS	RATE	TOTAL
			0.00
			0.00

Amount Payable
Balance

Payment Instructions

Payment Methods Accepted: [e.g., Bank Transfer, PayPal, Check]
Bank Details: [Bank Name], [Account Number], [Routing Number]

Terms and Conditions

Late Payment: A late fee of [Percentage]% will be applied to invoices not paid within [X] days.
Currency: All amounts are in [Currency].

Thank you for your business. We look forward to working with you again!

Acceptance

Client’s Name	Service Provider’s Name
Client’s Signature	Service Provider’s Signature
Date	Date

No items found.

What will you get in the free quote template?

Our Free Quote Template comes with a pre-built layout that helps you create professional sales quotes in minutes.

Price Setting Worksheet

Competition Overview

Strategy and Policies

Demand Estimation

Pricing and Market Share

Frequently asked questions

What is a quotation template?

A quotation template is a customizable framework that businesses use to provide potential customers with cost estimates, pricing details, and specific terms for their offerings. It quickens the delivery of this information and enhances the customer’s understanding of your offer.

A job quote template typically includes descriptions of items, quantities, unit prices, material costs, payment terms, and company contact information. Using a quote template from Zomentum instead of creating an Excel template ensures professionalism and consistency in your quote creation process.

How do you create a quote template?

Creating a generic quote template involves the following steps

Select a software or platform for designing your template. You can use Google Sheets, Microsoft Excel, or any other spreadsheet software for an Excel quote template.
Then, essential elements such as your company logo, contact information, and quote number format need to be defined.
Sections for item descriptions, quantities, unit prices, and total costs should also be created. This is where you list products for clarity.
Terms and conditions and a signature box should be included.
Ensure that the template’s appearance aligns with your brand.

But why go through all this when you can download our ready-to-use free quote template? Save time and effort with our template and impress your clients with your professionalism.

How do you prepare a price quote for a buyer?

Preparing a business quote requires several steps. First, you need to clearly outline the products or services being offered, such as construction projects, catering, or cleaning services. Then, you must include detailed descriptions and quantities for every service or product. Finally, costs should be accurately calculated, taking into consideration material costs, labor, and overhead.

Pricing should be presented clearly with unit costs and totals. Payment terms, delivery or completion dates, and any applicable taxes or fees should also be included. Creating a quote from scratch is a big hassle, why not save your time and effort by downloading our quote template and focusing on building strong customer relationships instead?

Is the quote a formal contract between the parties?

A professional quote is not a formal contract. It outlines the proposed terms and pricing for goods or services, essentially serving as an offer. Under contract law, only offers are considered legally binding, and a quote does not fall into this category. It serves as a foundation for negotiation and agreement but only creates legal obligations once it is accepted and formalized into a contract.

What is the difference between a job estimate and a quote?

The key difference between a quotation and an estimate is that a quotation is an agreed fixed price, while an estimate is an approximate price that may change. An estimate is often used when exact details are unavailable, or the scope of work is uncertain. In contrast, a quote is detailed and binding, meaning the price is unlikely to change unless there are significant alterations to the scope of work.

Does Zomentum offer free quote templates?

Yes, Zomentum offers a variety of free templates to streamline your sales process. Our extensive template library caters to diverse business needs, providing you with professionally designed options to create compelling and accurate quotes. These templates can be easily customized to align with your brand identity and specific requirements, saving you valuable time and effort.

Why should you use a quotation template for the business?

The use of a quotation template brings numerous benefits to your business. It streamlines the quote creation process, ensures consistency, and enhances professionalism.

Templates save time by providing a pre-formatted structure, allowing you to focus on pricing and details. They enhance your professional image by delivering polished and accurate quotes. Additionally, templates help maintain consistency in pricing and terms, reducing errors and misunderstandings. At Zomentum, we offer an extensive library of free templates that streamline your product or service quote creation processes.

What are the key elements to include in a free quote template?

Key elements that should be included in a free quote template are the business name, contact information, quotation number and date, client information, price setting worksheet, estimating demand, competition analysis, pricing and market share, and strategy and policies.

Remember, you can download our free quote template, which features all these essential sections and start preparing impressive quotes right away.

Where can I get the best free template for a professional-looking quote?

The best place to find a free quotation template is at Zomentum. We offer a vast range of business templates and documents, including a comprehensive Price/Quote Setting Worksheet.

To download a free quote template from Zomentum, follow these steps:

Log-in into Zomentum
Click on the Documents icon on the left navigation menu.
Click on the down arrow beside the ‘+New’ button in the upper right corner.
Click on Browse Template.
Under Custom Templates, select the template of your choice and click on Create Document.
Add the name of the document, choose the client, recipient, and tax region, and click on Create Document.
A replica of the template is generated.
As soon as the document is created, click on the ellipsis beside the Send Document button.

Click on the Download Document option to download the PDF version of the file. This process ensures you have a professional, customizable quote template at your fingertips.

Invest your time in building client relationships,
not crafting sales proposals.

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

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Explore how Acme Inc is advancing through digital sales transformation

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard

VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley

Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles

Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan

Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone

Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.