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Free quote template

Win over potential customers with this free quote template. Customize with your information, pricing, and logo before downloading and sending for approval.
Launch Template

How to use the template

Add your business info

Add in your company details, including logo and contact information.

Populate the project information

Drop in the client’s details, the project name, scope of work and pricing information.

Download and send off

Forward the quote to your client for review and keep a copy for your records.

Key points on perfecting your quote

Why quotes are important

Creating a quality quote is a key part of ensuring a project goes smoothly from the start. By outlining deliverables, defining the scope, and agreeing on pricing, you can avoid misunderstandings and scope creep.

What comes after your quote

Once your quote is approved, you can outline the payment terms and begin work on the project. You might consider asking for a certain percentage of the total project cost upfront, and the remainder when the work is completed, with the help of an invoice.

FAQs

A quote should include your company information and contact number, as well as that of your potential client. It will also detail the work involved in the project and pricing for each service. Often, quotes include a rough timeline or are broken down into milestones. Lastly, it should include payment terms and the expiry date of the quote.

Since your pricing structure and availability may change over time, it’s wise to include an expiry of the quote. This is entirely up to you, but may be as short as 7 days, or as long as 30 days.

Agencies and consultants, especially in the early days of their businesses, might create quotes that are ambiguous, leading to misunderstandings or scope creep. It’s important to be crystal clear about the deliverables and rounds of work or revisions involved in the project. Additionally, sending messy or unprofessional quotes can reflect poorly on your company and your bar for quality.

The main difference between a quote and an invoice is that a quote is used before work on a project begins, whereas an invoice is used after work has started or been completed. So, a quote reflects the proposed cost for the future work, and an invoice is how you request payment from a customer.

While multiple types of businesses could adapt this quote template to suit their services or product offering, this template is primarily designed for the needs of professional services, such as agencies and consultants. If you run a product-driven business — especially in wholesale ecommerce — this ecommerce quote template is designed to better suit your needs, with support for bulk orders, B2B pricing, and customized product requests.

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Disclaimers and footnotes

    Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.