[NEW] Quote Templates – Download free Quotations for Word, Excel and PDF | quotation example – NATAVIGUIDES

Individuals that own businesses, whether large or small, require the proper documentation for all transactions, which are quotation templates. Quotation forms are utilized when a vendor needs to communicate to a buyer the cost and terms involved in a transaction. In order to simplify this task, businesses use Quote templates. These Templates will include basic information such as the products/services, price, terms, fees and taxes. Templates will provide the vendor and buyer with an important document regarding the details of the transaction.

Our Quotation templates are all designed by professionals and are guaranteed to project a confident and professional image to your clients. Whether you are a small boutique, or a delivery operation, templates are designed to assist you in keeping track of information in a logical manner. Quote Templates are a solid and time-tested method for documenting the details of a transaction, such as products, services, charges, terms of sale, warranties and contact information.

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Advantages of Using Quote templates

Quotation templates offer both vendor and buyer many advantages. For example, if a purchaser is attempting to stay within budget, they will seek out and collect quotes from a number of vendors in order to get the best deal for themselves. The buyer will study the quotes and determine which has the best price, terms, warranties and discounts. Businesses benefit from templates as well, as they are documents that are used to keep track of transactions, customer information, as well as used in the accounting department when processing expenses, profits and payroll. They are also extremely useful in case an issue arises that requires legal intervention.

These templates are used to create a form where the business conveys information to the prospective buyer in a way that is concise, logical and easy to comprehend. These forms communicate the price, the description, discounts, terms, due dates, along with any other information necessary to complete the transaction. All of the templates and forms you see are not only beautifully designed, but also easy to use, free to download and are compatible with Microsoft® Office 2003 and other latest versions.

Product Quote Templates

The product quote template records the product/service and the cost of that product/service along with a proper description. The product quote template is used at the start of a sale, and done in order to initiate a sale between vendor and purchaser. Quote forms take the necessary information and place it in an easy to comprehend layout, which includes a price estimation for a project. To make this process easier, product quote forms are used. These templates are also referred to as PQT’s and will contain fields for entering information regarding the product, the product number, quantity, signatures, payment/credit terms, contact information. These product Quotations are professionally designed and will put forth a good impression of your business to your prospective client, and are compatible with Microsoft Word and Excel®. All that is required, is a simple and quick download, entering the data, and saving it to file or printing it. By using our templates you can rest assured that you have properly documented the transaction for both client and business.

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Sales Quote templates

When a business requires a form for transactions where the cost of products/services can vary, they use a sales quotation form. These changes in cost are often due to variables such as labor costs, supplies and materials. The sales quotation template conveys to the client an estimate of how much the product or service will cost. The template is used to create these forms. This  template provides the customer with pertinent information which includes: Contact information, description of products or services offered, terms and conditions, shipping and handling, fees, and any discounts. Sales quotes are utilized for one very important reason. Business is by nature, competitive, and they need to communicate terms in an easy to understand way. Once you download the template, proceed to enter your information for that sale, and either save it or print it. it’s just that simple. Cost effective, convenient and concise, our sales quotations are certain to make your transaction a flawlessly smooth one.

Car Quote templates

For any transaction involving vehicles, the car quotation template is an absolute necessity. This form is used to document an itemized list of all the costs that a salesperson in a car dealership offers to a prospective buyer. When an individual shops for a vehicle the salesperson will provide you with a car quote form or vehicle quote form. This information will include, but not be limited to: The base price of the vehicle, specs, features, and name of the dealership/salesperson. That individual can then visit and browse several dealerships, and use the competitor quotes to initiate a deal for the final vehicle of their choice. In fact, most car salespeople will work hard to beat a competitor’s price in order to grab the sale and its commission. Because of the complexity involved, people choose to utilize quotation forms. These Templates have customizable fields that are suited to the wide array of makes, models, features and discounts found in the world of car dealerships. Our quote formats are free to download and quick to personalize by using Microsoft® Word or Excel.

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Insurance Quote templates

Insurance is a complex topic with a vast variety of options available. In fact, most people become completely overwhelmed when considering insurance types, conditions, add-ons, not to mention the various companies offering coverage. In such cases, an insurance quote can be of great assistance. Insurance quotation forms will contain fields for estimates on premiums, terms, and contact information. For example, if you are searching for vehicle insurance, the insurance quote template will have fields for driver information as well as details regarding the make, model, mileage of the vehicle in question. As can be seen, templates can take this complex task and make it orderly and easy to comprehend. Insurance Quotation templates can be utilized for any form of insurance that you see fit: Health, liability, life, vehicle, even pet insurance quotes. Our professionally designed and easy to use insurance forms are available in Microsoft® Word and Excel, and are certain to make your process in searching for that perfect plan an easier one.

(Health Insurance Quotation Template)

(Home Insurance Quotation Form Template)

Stock Quotation Templates

Stock quotes contain information regarding a stock for the purchaser. These stock quotes contain information such as bid, asking price, last traded price and volume traded. In today’s world anyone who has internet access can get information on any publicly traded company and it’s stock. Obtaining stock quotes are extremely important for anyone who is into investing in the stock market, especially when it comes to their portfolio. In order to streamline this process, individuals use quote templates. Templates are an easy method to use for the organization of your data. By using our completely customizable stock Quotations, keeping reliable records of your stock quotes for your portfolio is no longer a labor intensive task, but one that is convenient and simple.

(Stock Quotation Template for Excel)

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Maintenance Quotation Templates

In a technological world, it is necessary to keep proper records of any maintenance that is required of mechanical assets. Machinery and vehicles work hard and often 24/7, and this means they will require regular maintenance. Whether it is a delivery van or a drill press, in order to make sure the business runs properly, maintenance records are a necessity. Maintenance quotes are an absolute must when it comes to keeping track of maintenance issues such as parts and labor, supplies and materials used. Our maintenance Quotation templates are the perfect solution for workers who need to compile orders for maintenance for machines and vehicles. Whether the maintenance required is for a computer lab, delivery truck or mill, our maintenance quotes can fit the bill, and do it in a convenient and cost effective manner.

(Maintenance Quotation Template for Excel)

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Hotel Quotation Templates

There are businesses are often require employees to travel. As a result, it’s important to stay within budget. The hotel quotation template offers a great assistance to those who must cut costs. When you use a hotel quote template, it’s extremely easy to go online or call various hotels for quotes in order to do some comparison shopping. These forms will allow you to make note of the services, fees, terms, length of stay, and discounts that hotels offer. As can be seen, these forms can assist you in staying within budget. Simply download, edit and print or save to file. By using our clear and concise hotel quotations, you will be able to access travel expenses and choose the best deal for your budget.

(Hotel Quote Template for Excel)

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(Hotel Quote Template for Word)

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Computer Service Quotation Templates

Computers are a part of both office and home life. They are an important tool in managing our data and keeping track of important dates and client information. When a computer breaks down, it needs to be fixed, and fast. Computer service Quotation templates are used by both computer repair shops, in preparing a price quote for a customer, as well as an individual or business. Computer repair companies use quote forms to assess a service job and prepare a quote for the customer. Customers use forms as a way of doing some smart comparison shopping for a reputable computer repair technician. Computer service quotes that we offer are free and easy to edit.

(Computer Service Quotation Template for Excel)

(Computer Price Quotation Template)

(Computer Service Quote Template for Word)

Medical Quotation templates

When organizations, businesses or groups are in the market to partner with a clinic, medical center or hospital, the medical quotation forms are used to expedite the process. They do this by assisting in evaluating which facility would be most beneficial. Information contained in the fields on medical quote templates include: Services provided, hours of operation, contact information, payment terms, insurance concerns, and fees. This medical Quotation template is specifically designed to suit this task, and only take a few moments to download and customize. These medical Quotations are free to download and will be easy to edit with Microsoft Excel®.

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General Quotation Templates

General quote templates are often used in business sales transactions. These forms are one method businesses use to initiate business deals and contacts by way of offering prospective clients quotes on what goods and or services they provide. As a result, the prospective client can do a compare and contrast using this quote by checking out the deals offered by competitors. General quotations are not only useful for vendors in generating business, but to the purchaser, as they use them to see where they can obtain the best deal for them. All that is necessary if for you to download them, edit them and either save them to file or print. Generating business and keeping it is how a properly run business functions and survives, and good documentation is a huge part of that process. By using our templates you are guaranteed to have a convenient and cost effective method of creating quotes and managing customer/business relations.

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Service Quotation templates

Service quote formats are used by vendors and purchasers. Businesses which offer services to clients use service quotes as a way to layout and outline the services, costs, labor, payment terms, any discounts or fees, along with dates and contact information. Purchasers can use these service quotation templates as a handy way to obtain the best deal for their particular need. They simply obtain the quotes and use them to do comparison shopping for the best deal on the service they need. Our service quotes are designed in such a way as to make this complex task an easy one for both vendor and purchaser alike. By using our service quotes customer transactions will go smoothly and your business will have proper documentation of each customer transaction.

Price Quotation Templates

Whether you are a home based business of one, or a larger business which employs many, the price quote template is a necessary way to convey the various costs that a business will charge a customer. By using this form, the customer can then make a decision as to which company they will do business with by obtaining price quotes from different companies. As can be seen, it’s to the companies benefit to make sure they have the best and most comprehensive price quotation form available. Price quotations can also be used by businesses as a form of advertising. For example, think of that flyer that you found stuck in your door, advertising either a neighborhood car repair shop, or garage door repair business. Simply download them, edit them and save them or print them out.

Hourly Price Quotation Templates

There are occasions when a business must decide whether to charge an hourly rate for work to be completed, or a fixed flat rate. When a business decides to charge for services on an hourly basis, they will use hourly quote forms. These formats contain fields for contact information, type of service and its detailed description, payment terms, fees, discounts, important dates and the cost per hour. Templates that we have designed are easy to use and free to download. It will just take you a few moments to click download, then take your time as you customize the hourly price quotation template to suit your particular needs, and either save it or print it out. Thus, by using our hourly price Quotation templates you will not waste time with over priced invoice creation software, and instead, with one simple click of the mouse, have the perfect quote template at your disposal for your specific business needs.

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Bid Quotation templates

Some businesses, such as construction companies, must bid for certain projects. As a result, they formulate a bid proposal and present it to a company. The company then decides which bid proposal they prefer. As can be seen, a bid quote template is life blood for such businesses. The form must be concise and easy to read and comprehend, explaining the bid to the company in a logical manner. These templates are a way for such businesses to ensure that their bid proposal is completed in a professional way, thus making sure it will be considered, and not be overlooked in favor of a competitors bid proposal. Our bid quotes are free to download and can be easily edited by using Microsoft® Office. Indeed, by using our professionally designed bid quotations you will have a cost effective and convenient way to create excellent bid quote documents for your clients and your own business records.

(Bid Quotation Template for Excel)

Construction Quote Templates

Construction is a complex business. It involves not only tabulation of man hours worked, but also supplies and materials used. As a result construction quotation templates are employed. When an individual or businesses contacts a contractor for a quote, the contractor will make an assessment of the job at hand, then present them with a construction quote which includes estimated cost of man hours, payment terms, materials and supplies. Such transactions can be tricky and complex. As a result, construction quote formats are used. Our templates are designed with the job at hand in mind, and are therefore easy to fill out, and contain all the necessary fields required. After you download and edit your construction formats, you are free to either save it to file or print out the results.

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Export Quotation Worksheets

An Export quotation Worksheet assists vendors and purchasers in ironing out an agreement before the actual transaction. This worksheet is considered an in-house document which is utilized to make sure that each and every cost consideration regarding an export transaction are verified and tabulated. The worksheet has specific fields which host information pertinent to the special needs of exporting products. Information includes: Dates, contact information, the country of destination, payment and sales terms, port/place of delivery, shipping and handling information such as freight and insurance costs, along with any bank fees and charges. The export quote worksheet is also used for Pro Forma Invoice preparations. They are easy to use and customize. Simply download, edit and print or save to file. Export is a complex business, and by using our worksheets you are ensured to have a document that is always up to date and correct in form and policy.

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Training Quotation Templates

Training Quotation templates are used by companies that offer specific training, such as office training, tutoring, or personal exercise training. Indeed, whatever subject needs to be taught, from training your dog, to instructing large groups in the use of computer software basics, training quotes are necessary to the process. Since the nature of the subject, training, is widely varied, the use of forms is often utilized. These forms have information about the company as well as the type of training sessions provided for the cost stated. Some training formats will also include any payment terms as well as contract between the student and instructor, which includes payment terms, cancellation policy, make ups and areas for signatures. Dates of each lesson and time may also be included. As can be seen, there is much that must go into each form. As a result, training Quotation templates are used. Our training quote templates are specifically created to give you the freedom you need to create logical and comprehensible, business documents that will aid you in spelling out exactly what will be required of student and instructor.

(Training Quotation Template for Word)

Job Quotation Templates

Job quotation formats are necessary when an individual or business is requesting a quote for a particular job to be completed. The job quotation form is also called a work estimate quote. The format is filled out and completed after the preliminary assessment of a job and it’s cost has been determined. These forms often include a ‘Not to Exceed’ field, where it specifically stipulates that the final cost will not exceed that number. These formats may be binding or not binding. Binding refers to a fixed price agreement, whereas the non binding is an approximate number. By downloading and using our free templates the task of creating an orderly and concise layout of the form is an easy one. By using these templates you will find that it will increase your productivity by giving you an easy and cost effective way to produce price quotes for each unique and specific job.

(Job Quotation Template for Word)

Painting Job Quote Templates

We love our homes, and take great pride in their appearance, both inside and out. A large part of the aesthetics of home ownership resides in the quality of a professional paint job. Whether you are a business or homeowner, there may come a time that you wish to refresh your decor and environment with a new paint job. Professional painting contractors use painting job quotation templates in order to assess the job at hand and write up a price quote for a customer. The customer then compares each painting form and decides on the best deal for them. These templates are a useful tool for painting contractors to outline their assessment, man hours, payment terms, discounts, materials and supplies in one convenient, easy to comprehend form. Our formats are easy to use, and edit to your specific job requirements. By using one of our templates you are assured that your relationship with your client will be a smooth one.

Photography Quotation Samples

Photographs are important memories of family, events, fun times and special occasions. When the occasion requires more professionalism than a selfie stick, a professional photographer is contacted to do the job. The photography quotation template is quite similar to the service quote form, except it often contains ways to charge for services in different ways. For example, a photographer may charge for photographs depending on whether it’s going to be done outside, or within a studio, flat rate, or hourly. Plus they must often offer different variations of each offer. Such as the same offer may have different layouts. Indeed, a form can be a complex form. As a result, quotes are used as a cost effective way to logically outline the job at hand.

Building Quotation Templates

Building quote forms are used by construction outfits or the local handyman. When an individual or business requires any form of construction or home improvement jobs done, they contact builders or handymen. Because of the vast amount of variables regarding supplies, quantities, materials and labor costs, it is an absolute must that forms be utilized. Similar to other service forms, building quotes include contact information, dates, payment terms and any discounts. However, they must be customizable enough to include the description, quantity and product name of any material or supply used. Also, it needs to be addressed as to whether labor will be at a fixed cost or hourly rate. As a result of the complex nature of the task at hand, builders use building quotation templates. Our templates are easy to use and free to download. Simply download, edit and save to file or print. It’s just that simple.

Catering Quotation Forms

Catering is a must for those who not only love to entertain groups of people, but for banquets, weddings, corporate events and family reunions, to name but a few. Catering is a business that is highly situation specific for every situation. For example, there is the different menu choices, the number of people in the party, the amount of servers required, as well as any alterations such as making allowances for individuals with food allergies. With such a vast variety of variables, catering quotation forms can become quite complex. In order to straighten out the complexities of the situation and create a readable, comprehensive outline of services and costs, catering quotes are used. A catering template will have fields for contact information, date and time, menu, number of guests, payment terms and any discounts. Our catering quote templates are available for free to download for Microsoft Excel® or Word. Easy to edit, simply download and enter your information.

(Catering Quotation Form for Excel)

Design Quotation Templates

Design quotation forms are used not only for businesses but also by freelancers. Whether the business involves interior design, stage design, fashion design or stage design, the regular use of design quote forms takes the pain out of client/business transactions. For instance both interior designers and fashion designers offer services where the materials and supplies will vary from job to job, as well as whether to charge a fixed flat rate or hourly rate for labor. By the same token, graphic designers must also weigh the different aspects of their jobs. From advertising to web design, graphic artists are finding a niche for themselves as freelance workers. Whether it is being hired to design a logo for a business, brochures, business cards or even working on power point presentations for corporations, the graphic designer must have a way to itemize and describe their services, and they do this via a design form. The design quote template will detail whether this job is to be hourly or fixed rate. it will also consider any added printing costs, photography costs, illustrations, as well as shipping and handling if the project must be shipped.

(Graphic Design Quotation Template for Excel)

Website Quotation Templates

Creating a website for a business is a complex and challenging task. There are many variables to consider, as well as the time involved. Hence website quotation templates are an absolute must in order to make certain that all variables are covered. Templates that are to be considered with website quotations include company name, logo design, type of website design. estimated date of delivery for the website, content architecture planning, CMS ready, any considerations such as ability to update, section for contact forms as well as number of pages, search engines, and any blogs. Simply download the website quote template, customize it using Microsoft Word or Excel®, and either save it to file or print. By using our formats you can be assured that your client/business interaction will be smooth and profitable.

(Website Designing and Development Quotation Template)

Word Quote Templates

Excel Quote Templates

Price Quote Templates

What to Include in a Quote

There are many good things that a well written quotation will bring to your business. It will demonstrate the professionalism of your business, it will market you by attracting new customers, it will meet your business trading and consumer obligations. A well written quote will also protect your business from legal and financial risks.

To achieve a well written quote that will meet professionalism and meet the legal and financial standards, here is what some important components to include in a good quote:

• Business Details

Your business details are part of legal requirement. These details are the contact information of your business and the Business Number. Also include any other detail that proves the legality of your business.

• The Total Cost of the Outlined Job

List all the details that the job to be done involves. Indicate what the cost will cover. You can also indicate what the cost will not cover if there is need to do so. Example, you may just be charging labor and offering free delivery. Indicating this will show good customer care and earn credit to your business.

• Breakdown of Costs

Give a detailed description of the job proposal and all the elements involved. List all the items that will be involved in this job and the cost of each of the items. This shows transparency and professionalism that will help build your business.

• Variations

Give a detail on how some scenarios may affect the costing. For example, if there is an additional responsibility that was not communicated, the cost will rise to a certain percentage. This will help in avoiding any misunderstanding when planning the job.

• Revisions

Once you have started the job, you can revise on the quote and see what may need adjustments.

• Schedule for Work

The duration on which you will take on the task is important to indicate in the quotation. Make sure that you give the appropriate time that you are sure you will have been through with the job, keep in mind that it should not be longer than expected.

• Payment Terms and Conditions

This is very important to indicate to avoid any misunderstanding. There are several ways in which you can indicate this. You may want it in lump-sum, Periodical payments, half upfront and half on completion.

• Quote Expiry Date

Be clear on when you need your quote to be accepted. There are some factors that may affect the quote that takes too long to approve such as the prices in your industry as well the season of the job. There are seasons where the demand for your service may be high. Indicate this in the quotation to be able to get convenient response.

• Customer Acceptance Signature

This is an important document and including the customer’s signature is important in sealing the deal. Include a space for signing to seal the agreement. For example, I (name), accept the above terms and conditions. Signed__________ Date____________.

• Payment Method

The method of payment is just like the payment terms. This should be indicated in the quote especially if you will need to be given a deposit before starting the job.

Difference between an Invoice and a Quotation

Many people often get confused between a quote and an invoice, but these are two different documents when it comes to business and money.

Quotation

• This is a response to RFQ (request for quotation).
• It is an estimate of the cost of services or good that have been requested
• Has room for negotiation and adjustments
• It is issued to help the customer understand the requirement needed for the job requested before the job is started
• It can be in verbal communication at some instances.

Invoice

• It is issued after a job is done or when the job is in progress depending on payment terms
• It is a document of the actual cost of the services or products that have already been offered
• Invoice is non-negotiable
• It is issued prior to payment
• It is only issued in written communication.

How to Create a Quote Template (Step-by-Step)

A Quote Template is a fillable document that records the fixed price that a supplier charges for providing a given service to a potential client, otherwise called a quote. A winning quote can increase your sales and improve how clients interact with your business. If you don’t know how to create it, follow these easy-to-do steps:

1. Choose a Template

   Find a quote template and customize it, so it looks professional and personalized. Consider including your company logo, letterhead, and enough space (columns and grids) that the quotes you create will be detailed. If you like your final draft, maintain a copy of this template for future use.

2. Identify the Client

   Once you have a working format, start by identifying the potential client that requested the quote. Note down their company name, company address, name, title, email address, and contact information. You should also include your company’s contact information unless the template already has a letterhead.

3. Indicate the Quote Number

   If your company uses accounting software, the system should generate a quote number automatically every time you create a new copy. You can maintain this number or change it while preparing the quote.

4. Supply the Issue Date

   Record the issue date, which is when you send the quotation to the client – not the day you prepare it. You should also include a validity period such as ‘This Quote Is Valid for 15 Days.’ This information is crucial because quote offers are time-limited.

   Note: Quotes are time-limited because companies tend to price their services depending on factors like raw material availability and transportation costs, which fluctuate along with the economy. This is why your quotation should have a validity period.

5. Describe the Deliverable

   Next, describe the product or service the client is inquiring about by name, quantity, unit price, product number, and total price. Consider listing the material costs separate from the labor costs and mark out the services that are not included in the price package. Then, include the applicable tax and calculate the grand total cost.

6. Specify the Terms and Conditions

   Explain the conditions under which the service described in the quotation will be availed to the client. For example, if your employees cannot work during snowy weather, the state in the quote that snow will affect your delivery date. You should also indicate the situations that could necessitate additional work and how much this could cost. Under the terms section, describe how and when you would like to be paid for your services.

7. Make Notes

   Note down any additional information that could be helpful to the client, such as project scope and projected timeline, and completion date. If you wish to thank the client for the inquiry, this is the place to do it. You can also mention your preparedness to work with them.

8. Include Additions Details (Optional)

   This step is optional but can increase the effectiveness of your quotation. If you deem it necessary, highlight additional details like:

   · Available discounts
   · Your business number (EIN)
   · A sales tax number
   · A signature and date section

9. Review Your Quote

   Finally, go through your quotation and correct any grammatical or spelling mistakes. Check the flow of your quote, let someone else read it, and tell you if it is convincing.

Tips for Making a Quote Template

This document is given to explain to the customer what to expect in the services that the customer is looking for. This means that it can have competition from other service providers. It is therefore very essential to master the best skills to write a quotation that will open business opportunity. Here are some tips to do it

• Quote in writing: A quote can either be verbal or written. The best one is always done in writing. This will make it look more professional and avoid any inconvenience or miscommunication.
• Be professional: A professional quote require the following
  – the company letter head
  – Starting with a professional greeting and maintaining a formal tone in writing
  – It will have a clear and logical structure
  – Proofreading the quote to check on any spelling error or any other mistake
• Add Value: Consider quoting a competitive price for your services so that you can stand out and get the opportunity of the job. Remember most customers tend to ask for more than one quote to be able to pick the best in terms of quality and price.
• Quote what you can offer: Do not exaggerate in terms of price, time and quality. Make sure your quote involves that which you are certain you can deliver.
• Do a follow up: The quote has an expiry date, and this depends on the request for quote from the customer. Without nagging the customer, make a formal and polite reminder to the customer about the job. This is professional.
• After the quote is accepted, be professional by confirming the arrangement using a written document.
• If there is a change on the job, you can provide a revised quote. This will help the customer and you on the way forward about the task at hand.
• Indicate the risks that may be involved in the business when writing the quotation. Include a clause that will protect you and the customer in cases where these risks may arise.
• Because this is a legal binding document, it is always important to seek recommendations from the office of fairing trade on how best to prepare this quote.

FAQs

What is a price quote?

A price quote is the fixed price at which a service provider provides its services to a potential client. It can be recorded in writing or made verbally and will often have a validity period. Once signed (if in writing), a price quote acts as a binding contract between the provider and the client.

What is a customer quotation?

A customer quotation is a document prepared for a potential client to inform them of the price and conditions of sale of a product or service. It highlights the cost of the deliverable even before the customer decides to make a purchase.

What is the difference between quote and tender?

A quote is a prepared document that informs a potential client of the estimated cost of a product or service. Once signed, it usually forms a legally binding agreement between the customer and service provider. A tender, on the other hand, is a bid made by a supplier to provide the goods or services needed by a buyer. It is usually prepared in response to an invitation to tender and can be followed by a quotation if the buyer accepts it.

How long is a quotation valid for?

Most quotations have a validity period, usually indicated on the top right side of the document. This timeline will often vary depending on the type of service, from 30 days to as little as 7 days. If the prices depend on exchange rates, the quotation will likely be valid for a shorter period.

How to make a quote in excel?

If you don’t have a company Quotation Template, you can easily create a quote from a spreadsheet program like MS Excel through the following steps:

Step 1: Create a header, and under it, indicate your company’s name, contact information, and crucial details that show your business is legal.
Step 2: Indicate the quotation sheet number and title at the top of the document and a validity period on the top right comer.
Step 3: Name several columns on the spreadsheet as Product Name, Product Description, Model Number, Unit Cost, and Packaging Details, as applicable.
Step 4: In the first column, list the products or services being offered to the client.
Step 5: Supply the necessary details in the columns next to the product names (description, price, etc.). Finish by calculating the total cost.

What is a business quote letter?

A business quote letter is a written promise made by a supplier to provide a buyer with certain products or services. It often includes the terms and conditions of the project, a timeline, and total and individual costs. Once it is signed, it becomes a binding agreement between the buyer and seller.

How do I write a business quotation letter?

The following steps should help you draft a compelling business quotation letter:

Step 1: Thank the buyer for their interest in working with your company and express your willingness to do so.
Step 2: Identify and describe the product or service by name, number, unit cost, and total cost, among other details.
Step 3: Convince the reader that they should work with you by explaining how your product or service is superior to the competition.
Step 4: Supply your contact information.

How to Send a Price Quote

The best way to send a price quote is through Email. The document should be in PDF. The reason for putting it in PDF is to make sure that it cannot be edited. Make sure you don’t sent a price quote in excel form.

How much should I quote?

The focus of your essay should be on your understanding of the topic. If you include too much quotation in your essay, you will crowd out your own ideas. Consider quoting a passage from one of your sources if any of the following conditions holds:

1. The language of the passage is particularly elegant or powerful or memorable.
2. You wish to confirm the credibility of your argument by enlisting the support of an authority on your topic.
3. The passage is worthy of further analysis.
4. You wish to argue with someone else’s position in considerable detail.

Condition 3 is especially useful in essays for literature courses.

If an argument or a factual account from one of your sources is particularly relevant to your paper but does not deserve to be quoted verbatim, consider

• paraphrasing the passage if you wish to convey the points in the passage at roughly the same level of detail as in the original
• summarizing the relevant passage if you wish to sketch only the most essential points in the passage

Note that most scientific writing relies on summary rather than quotation. The same is true of writing in those social sciences—such as experimental psychology—that rely on controlled studies and emphasize quantifiable results. (Almost all of the examples in this handout follow the MLA system of citation, which is widely used in the humanities and in those social sciences with a less quantitative approach.)

Visit our handout on paraphrase and summary.

Why is it important to identify my sources?

Quotations come from somewhere, and your reader will want to know where. Don’t just parachute quotations into your essay without providing at least some indication of who your source is. Letting your reader know exactly which authorities you rely on is an advantage: it shows that you have done your research and that you are well acquainted with the literature on your topic.

In the following passage, the parenthetical reference to the author does not adequately identify the source:

The ancient Greeks never saw a need to justify wars that were waged outside the walls of the city state. “Hence we must turn to Roman antiquity to find the first justification of war, together with the first notion that there are just and unjust wars” (Arendt 12). Yet the Roman conception of a just war differs sharply from more modern conceptions.

When you are making decisions about how to integrate quotations into your essay, you might imagine that you are reading the essay out loud to an audience. You would not read the parenthetical note. Without some sort of introduction, your audience would not even know that the statement about Roman antiquity was a quotation, let alone where the quotation came from.

How do I introduce a short quotation?

The following offers just one way of introducing the above quotation:

The ancient Greeks never saw a need to justify wars that were waged outside the walls of the city state. As Hannah Arendt points out in On Revolution, “we must turn to Roman antiquity to find the first justification of war, together with the first notion that there are just and unjust wars” (12). Yet the Roman conception of a just war differs sharply from more modern conceptions.

Since the quotation is relatively short, the brief introduction works.

You could, however, strengthen your analysis by demonstrating the significance of the passage within your own argument. Introducing your quotation with a full sentence would help you assert greater control over the material:

The ancient Greeks never saw a need to justify wars that were waged outside the walls of the city state. In On Revolution, Hannah Arendt points to the role the Romans played in laying the foundation for later thinking about the ethics of waging war: “we must turn to Roman antiquity to find the first justification of war, together with the first notion that there are just and unjust wars” (12). Yet the Roman conception of a just war differs sharply from more modern conceptions.

In these two examples, observe the forms of punctuation used to introduce the quotations. When you introduce a quotation with a full sentence, you should always place a colon at the end of the introductory sentence. When you introduce a quotation with an incomplete sentence, you usually place a comma after the introductory phrase. However, it has become grammatically acceptable to use a colon rather than a comma:

Arendt writes: “we must turn to Roman antiquity to find the first justification of war . . .”

If you are blending the quotation into your own sentence using the conjuction that, do not use any punctuation at all:

Arendt writes that “we must turn to Roman antiquity to find the first justification of war . . .”

If you are not sure whether to punctuate your introduction to a quotation, mentally remove the quotation marks, and ask yourself whether any punctuation is still required.

Finally, note that you can deviate from the common pattern of introduction followed by quotation. Weaving the phrases of others into your own prose offers a stylistically compelling way of maintaining control over your source material. Moreover, the technique of weaving can help you to produce a tighter argument. The following condenses twelve lines from Arendt’s essay to fewer than two:

What Arendt refers to as the “well-known realities of power politics” began to lose their moral legitimacy when the First World War unleashed “the horribly destructive” forces of warfare “under conditions of modern technology” (13).

What verbs and phrases can I use to introduce my quotations?

Familiarize yourself with the various verbs commonly used to introduce quotations. Here is a partial list:

argues
writes
points out
concludes
comments
notes

maintains
suggests
insists
observes
counters
asserts

states
claims
demonstrates
says
explains
reveals

Each verb has its own nuance. Make sure that the nuance matches your specific aims in introducing the quotation.

There are other ways to begin quotations. Here are three common phrasings:

In the words of X, . . .

According to X, . . .

In X‘s view, . . .

Vary the way you introduce quotations to avoid sounding monotonous. But never sacrifice precision of phrasing for the sake of variety.

Visit the U of T Writing Website’s page on verbs for referring to sources.

How do I introduce a long quotation?

If your quotation is lengthy, you should almost always introduce it with a full sentence that helps capture how it fits into your argument. If your quotation is longer than four lines, do not place it in quotation marks. Instead, set it off as a block quotation:

Although Dickens never shied away from the political controversies of his time, he never, in Orwell’s view, identified himself with any political program:

The truth is that Dickens’ criticism of society is almost exclusively moral. Hence his lack of any constructive suggestion anywhere in his work. He attacks the law, parliamentary government, the educational system and so forth, without ever clearly suggesting what he would put in their places. Of course it is not necessarily the business of a novelist, or a satirist, to make constructive suggestions, but the point is that Dickens’ attitude is at bottom not even destructive. . . . For in reality his target is not so much society as human nature. (416)

The full-sentence introduction to a block quotation helps demonstrate your grasp of the source material, and it adds analytical depth to your essay. But the introduction alone is not enough. Long quotations almost invariably need to be followed by extended analysis. Never allow the quotation to do your work for you. Usually you will want to keep the quotation and your analysis together in the same paragraph. Hence it is a good idea to avoid ending a paragraph with a quotation. But if your analysis is lengthy, you may want to break it into several paragraphs, beginning afresh after the quotation.

Once in a while you can reverse the pattern of quotation followed by analysis. A felicitously worded or an authoritative quotation can, on occasion, nicely clinch an argument.

There is some flexibility in the rule that block quotations are for passages of four lines or more: a shorter passage can be represented as a block quotation if it is important enough to stand on its own. For example, when you are quoting two or more lines of poetry, you will probably want to display the verse as it appears on the page:

In the opening heroic couplet of The Rape of the Lock, Pope establishes the unheroic nature of the poem’s subject matter:

What dire offense from amorous causes springs,
What mighty contests rise from trivial things. (1-2)

If you choose to integrate verse into your own sentence, then use a slash surrounded by spaces to indicate line breaks:

In Eliot’s The Waste Land, the symbols of a mythic past lie buried in “A heap of broken images, where the sun beats, / And the dead tree gives no shelter, the cricket no relief” (22-23).

How do I let my reader know I’ve altered my sources?

If you need to alter your quotations in any way, be sure to indicate just how you have done so. If you remove text, then replace the missing text with an ellipsis—three periods surrounded by spaces:

In The Mirror and the Lamp, Abrams comments that the “diversity of aesthetic theories . . . makes the task of the historian a very difficult one” (5).

If the omitted text occurs between sentences, then put a space after the period at the end of sentence, and follow that by an ellipsis. In all, there will be four periods. (See Orwell on Dickens, above.)

Many people overuse ellipses at the beginning and end of quotations. Use an ellipsis in either place only when your reader might otherwise mistake an incomplete sentence for a complete one:

Abraham Lincoln begins “The Gettysburg Address” with a reminder of the act upon which the United States was founded: “Four score and seven years ago our fathers brought forth on this continent a new nation . . .” (1).

Do not use an ellipsis if you are merely borrowing a phrase from the original:

In “The Gettysburg Address” Abraham Lincoln reminds his listeners of the principles that had inspired the creation of “a new nation” (1).

If you need to alter or replace text from the original, enclose the added text within square brackets. You may, for example, need to alter text to ensure that pronouns agree with their antecedents. Do not write,

Gertrude asks her son Hamlet to “cast your nighted colour off” (1.2.68).

Square brackets allow you to absorb Gertrude’s words into your own statement:

Gertrude asks her son Hamlet to “cast [his] nighted colour off” (1.2.68).

Alternatively, you can include Gertrude’s original phrasing in its entirety as long as the introduction to the quotation is not fully integrated with the quotation. The introduction can be an independent clause:

Gertrude implores her son Hamlet to stop mourning the death of his father: “cast your nighted colour off” (I.ii.68).

Or it can be an incomplete sentence:

Gertrude implores her son Hamlet, “cast your nighted colour off” (1.2.68).

How is punctuation affected by quotation?

You must preserve the punctuation of a quoted passage, or else you must enclose in square brackets any punctuation marks that are your own.

There is, however, one important exception to this rule. You are free to alter the punctuation just before a closing quotation mark. You may need to do so to ensure that your sentences are fully grammatical. Do not worry about how the original sentence needs to be punctuated before that quotation mark; think about how your sentence needs to be punctuated. Note, for example, that if you are using the MLA system of referencing, a sentence always ends after the parenthetical reference. Do not also include a period before closing the quotation mark, even if there is a period there in the original. For example, do not write,

According to Schama, Louis XVI remained calm during his trial: “The Terror had no power to frighten an old man of seventy-two.” (822).

The period before the closing quotation mark must go:

According to Schama, Louis XVI remained calm during his trial: “The Terror had no power to frighten an old man of seventy-two” (822).

However, if you are using footnotes, the period remains inside the quotation mark, while the footnote number goes outside:

According to Schama, Louis XVI remained calm during his trial: “The Terror had no power to frighten an old man of seventy-two.”1

In Canada and the United States, commas and periods never go outside a quotation mark. They are always absorbed as part of the quotation, whether they belong to you or to the author you are quoting:

“I am a man / more sinned against than sinning,” Lear pronounces in Act 3, Scene 2 (59-60).

However, stronger forms of punctuation such as question marks and exclamation marks go inside the quotation if they belong to the author, and outside if they do not:

Bewildered, Lear asks the fool, “Who is it that can tell me who I am?” (1.4.227).

Why is Lear so rash as to let his “two daughters’ dowers digest the third” (1.1.127)?

Finally, use single quotation marks for all quotations within quotations:

When Elizabeth reveals that her younger sister has eloped, Darcy drops his customary reserve: “‘I am grieved, indeed,’ cried Darcy, ‘grieved—shocked’” (Austen 295).