A useful starting point
What this template is for
Create a quotation for a defined job, or label it as an estimate when the final cost may change.
How to make your document
- Add your business and customer details.
- List the work, quantities and unit prices. Choose a currency and enter any applicable tax rate.
- Set the validity date and add exclusions or payment terms. Review the PDF before sending.
A practical example
A gardening business quotes for a garden tidy and waste removal, then gives the customer 30 days to accept.
Before you send it
A quotation describes an offer; it is not a request for payment. Make the scope and exclusions clear.
Check names, dates and amounts in the finished preview. Your download has selectable text and uses your chosen A4 or US Letter paper size.
Common questions
Can I call it an estimate?
Yes. Change the document heading to Estimate and explain when your price is approximate.
Does it determine tax?
No. It applies only the percentage you enter. It does not determine registration or tax treatment.