SIMPLE QUOTE TEMPLATE
Free from StegPoint · stegpoint.com

HOW TO USE
Copy the quote below into your usual document editor, fill in the fields, remove unused lines and export your finished quote as a PDF. Use your own agreed business terms. Check the arithmetic and applicable tax treatment before sending.

QUOTE [reference]
Issued: [date]
Valid until: [date]

FROM
[Business / trading name]
[Contact name, email and phone]
[Business identifier, if applicable]

PREPARED FOR
[Customer name]
[Customer business, if applicable]
[Contact details]
[Job location, where needed]

THE WORK
[Describe the customer's request and the result you will deliver.]

INCLUDED
1. [Deliverable and quantity]
2. [Deliverable and quantity]
3. [Deliverable and quantity]

NOT INCLUDED
[List exclusions and work that would need a separate quote.]

PRICE — [currency]
[Item 1]: [quantity] x [unit price] = [line total]
[Item 2]: [quantity] x [unit price] = [line total]
Subtotal: [amount]
[Applicable tax or clearly stated tax treatment]
Total payable: [amount]

TIMING
Proposed start: [date / agreed booking]
Expected completion: [date / duration]
We need from you before starting: [access, approvals, materials or information]
Dependencies that may affect timing: [details]

PAYMENT
[Agreed deposit, balance, due dates and payment method]

CHANGES
[How extra work or changes will be scoped, priced and approved before proceeding]

NEXT STEP
To proceed, [your acceptance process]. We will confirm [booking / start date] once [requirements] are complete.
Relevant business terms: [link or attached document]
Questions? Contact [name] at [email / phone].

FINAL CHECK
[ ] Customer details and requested scope are correct.
[ ] Inclusions and exclusions are specific.
[ ] All quantities, line totals and total payable have been checked.
[ ] Timing and payment details match what has been agreed.
[ ] All referenced attachments and terms are included.