Free quote template, ready to fill in online

A clear quote gets a faster yes. Fill in this free quote (estimate) template, download it as a PDF, or send it with xInvoice so your client can sign it online.

No credit card · PDF

Example quote made with xInvoice

What to include in a quote

Rules vary by country and trade, but a complete quote usually shows:

  • The quote date and how long it is valid
  • Your business name, address and registration or tax number
  • The client’s name and address
  • Each item: quantity, unit price and total
  • Any travel or extra costs
  • Tax rate and amount, subtotal and total
  • Payment terms, deposit and start date
  • A space for the client’s approval, date and signature

How to write a quote in 4 steps

  1. 1

    Identify both parties

    Your full details and the client’s.

  2. 2

    Itemise the work

    One line per service, with quantity and unit price.

  3. 3

    Set the terms

    Validity, deposit, payment and delivery times.

  4. 4

    Get it signed

    With xInvoice, the client signs online and the quote becomes an invoice in one click.

Frequently asked questions

What’s the difference between a quote and an estimate?

An estimate is an approximate price; a quote is a fixed price for a defined job. Both can be made and signed with xInvoice.

Is a signed quote a contract?

Once accepted and signed by the client, a quote generally binds both parties to its content and price. Check the rules in your country.

Can I turn a quote into an invoice?

Yes. In xInvoice it takes one click: all lines are copied over and the invoice gets its own number.