Quotation Template
Clean quotation template for providing detailed pricing to customers.
📦 PDF
📦 XLSX
Sales
Template Fields
The document includes the following fields:
| # | Field Name | Type | Required |
|---|---|---|---|
| Document Information | |||
| 2 | Organization Name | text | Yes ✓ |
| 3 | Department / Section | text | No |
| 4 | Document Reference | text | Yes ✓ |
| 5 |
Document Edition
Options:2027 Edition, 2026 Edition |
select | Yes ✓ |
| 6 | Issue Date | date | Yes ✓ |
| 7 |
Document Status
Options:Draft, Active, Approved, Completed |
select | No |
| Client Details | |||
| 9 | Client Name | text | Yes ✓ |
| 10 | Account Manager | text | No |
| 11 |
Sales Stage
Options:Lead, Prospect, Quote, Proposal, Negotiation, Won, Lost |
select | No |
| 12 | Projected Close Date | date | No |
| 13 | Probability (%) | number | No |
| Products & Services | |||
| 15 |
Line Items
Columns:Item, Description, Qty, Unit Price, Total |
table | No |
| Notes & Terms | |||
| 17 | Notes | textarea | No |
| 18 | Terms & Conditions | textarea | No |
| Approvals & Signatures | |||
| 20 | Prepared By | text | No |
| 21 | Reviewed By | text | No |
| 22 | Approved By | text | No |
| 23 | Approval Date | date | No |
Key Benefits
Quick professional quotation generation
Automatic VAT calculation
Multiple payment term options
Clear itemized pricing
Legal documentation of offer
How to Use This Template
1
Step 1: Enter client information and quotation number
2
Step 2: Add all items with quantities and unit prices
3
Step 3: Apply discounts if applicable
4
Step 4: Verify totals including VAT
5
Step 5: Set validity period and send to client
Features
VAT auto-calculation
Discount per item
Payment terms selection
Validity date tracking
Frequently Asked Questions
What is the difference between a quotation and a proforma invoice?
A quotation is a price offer, while a proforma invoice is a preliminary bill of sale issued before delivery.
Can a quotation be modified after sending?
Yes, a quotation can be revised and a new version issued, but the original should be clearly superseded.
How detailed should the quotation description be?
Descriptions should be specific enough to avoid ambiguity, including specifications, quantities, and delivery terms.
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