Quote and Estimate Template
Quote or estimate: parties, reference, line items with quantities and rates, subtotal, discount, tax and total, validity, terms
उपयोग कैसे करें: 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.
प्रीव्यू
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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