Quote and Estimate Template

Quote or estimate: parties, reference, line items with quantities and rates, subtotal, discount, tax and total, validity, terms

NegociosBrevequote estimateActualizada 20 oct 2026

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Cómo usar: Use to price a piece of work before the customer commits. Mark whether it is a firm quote or an approximate estimate, and list exclusions. The main pitfall is arithmetic errors and ambiguous scope.

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Quote [Q-YYYY-NNN]: [Short description of work]

Quote or estimate for goods or services: parties, reference, line items with quantities and rates, subtotal, tax and total, validity, terms and acceptance. Based on common commercial practice. A quote is a firm price for the stated scope; an estimate is an approximate price that may change. Mark which one this is. Replace every [bracketed] value and every row marked Example. This is a format, not legal or tax advice.

Document type: [Quote (fixed price) / Estimate (approximate)]

Parties

	From (supplier)	To (customer)
Name	[Supplier legal name]	[Customer name]
Address	[Street, city, postcode, country]	[Street, city, postcode, country]
Contact	[Name, email, phone]	[Name, email, phone]
Tax / business ID	[Tax ID]	[Tax ID, if applicable]

Reference

Field	Value
Quote number	Q-YYYY-NNN
Date issued	YYYY-MM-DD
Valid until	YYYY-MM-DD
Customer reference	[PO or request number]
Prepared by	[@name]
Currency	[Currency code]

Line items

#	Description	Qty	Unit	Rate	Line total
1	Example: Website design, five page templates	5	template	600.00	3,000.00
2	Example: Front-end development	32	hour	85.00	2,720.00
3	Example: Content migration, existing pages	40	page	12.50	500.00
4	Example: Hosting setup (one-off)	1	item	180.00	180.00
				Subtotal	6,400.00
				Discount (5%)	-320.00
				Net	6,080.00
				Tax ([20]%)	1,216.00
				Total	7,296.00

Included: [for example, two rounds of design revisions, browser testing on current Chrome, Safari, Firefox and Edge].

Not included: [for example, copywriting, stock images, ongoing hosting fees].

Validity

This [quote / estimate] is valid until YYYY-MM-DD. After that date prices and availability may change. [For estimates: the final price may vary by up to [15]% from this estimate; any larger change will be agreed in writing before the work continues.]

Terms

Payment: [for example, 50% deposit on acceptance, balance on completion, invoices due within 14 days]
Schedule: [for example, work starts within 10 working days of acceptance and takes about 4 weeks]
Changes: work outside the listed items is quoted separately before it starts
Cancellation: [for example, deposit is non-refundable once work has started]
Governing terms: [link or reference to standard terms of business]

Acceptance

To accept, sign below and return this quote, or reply in writing quoting Q-YYYY-NNN.

Field	Customer
Name	[Name]
Title	[Title]
Signature
Date	YYYY-MM-DD
Purchase order number	[If required]

Standard and licence note

Based on common commercial practice for quotes and estimates. Tax, consumer-protection and contract rules vary by country; check local requirements. This template is original text written for this collection. Template licence: MIT.

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