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Business Quote Template

A quote is a fixed price offer you send before the work — get it right and it converts to a signed job. This template itemizes the work and price, states how long the quote is valid, and spells out terms, so the client can say yes with no surprises. When they accept, it becomes the basis for your invoice.

Last reviewed 2026-07-08

Template preview

From:
Your Business · you@email.com
Quote for:
Client Name · client@email.com
Quote #:
QT-0042
Date:
2026-07-08
Valid until:
2026-08-07 (30 days)
DescriptionQtyUnit priceAmount
Website design — 5 pages1$2,500.00$2,500.00
Copywriting5$150.00$750.00
Hosting setup (one-off)1$200.00$200.00
Subtotal $3,450.00
Tax (if applicable) $276.00
Quote total $3,726.00

How to fill in each field

Validity period

State how long the quote holds (e.g. 30 days) so pricing isn't open-ended.

Common mistake: No expiry, leaving you bound to a price months later when costs have changed.

Itemized scope

Break the work into clear line items with prices so the client sees what they get.

Common mistake: A single lump sum that invites 'what's included?' and scope disputes.

Terms & assumptions

Note payment terms, what's excluded, and any assumptions the price relies on.

Common mistake: Omitting exclusions, so extra requests erode your margin.

Acceptance

Add a space to accept/sign so the quote can be approved and turned into work.

Common mistake: No clear way to accept, slowing down the yes.

Related templates & variants

A quote is a firm price offer. If you're giving an approximate figure that may change, use the estimate template. Once the quote is accepted and work is done, bill it with the invoice template.

Recommended tools

Prefer software to a file?

Jobber

Create, send and track quotes that convert to jobs — great for field/home services.

Try Jobber →
QuickBooks

Turn accepted quotes straight into invoices with your books in sync.

Try QuickBooks →

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Frequently asked questions

What should a business quote include?+

Your business and the client, a quote number and date, a validity period, itemized scope with prices, the total, tax if applicable, terms and exclusions, and a way to accept.

What is the difference between a quote and an estimate?+

A quote is a fixed price you commit to; an estimate is an approximate figure that may change as work is defined. Use a quote when the scope is clear enough to hold the price.

How long should a quote be valid?+

Commonly 14–30 days. Stating an expiry protects you from being held to a price after your costs or availability change.

Sources & further reading

We review authoritative guidance when building each template. Links are for reference only.