Quotation Templates
Use a quotation template when a customer needs pricing before the work begins. Add line items, tax, totals, validity, notes, and terms in a professional PDF layout.
Available templates
Send a clear price before invoicing
A quotation helps the customer review expected charges, scope, tax, and terms before you create a final invoice.
What the quotation includes
The layout includes your business details, customer details, quotation number, date, item rows, tax, total amount, validity, notes, and signatory details.
Move from quote to invoice
Once the customer approves the quote, use the final details to create an invoice with the confirmed amount and payment terms.
Questions about quotation templates
Related template categories
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