Quotation Template

Professional design

Polished layout that showcases your business credibility and attention to detail.

Instant calculations

Built-in formulas automatically calculate totals, taxes, and discounts accurately.

Global ready

Supports multiple currencies and international business requirements.

Quick conversion

Transform accepted quotes into invoices with one click.

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JJR Consulting

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Data Engineer, Catalog

What's included in your quotation template

Your comprehensive quotation template includes all the essential elements for professional business proposals:

Company branding section with logo placement and full contact details
Client information fields with company name, ABN, and contact details
Unique quote numbering system with issue and expiry dates
Itemised scope of work table with automatic calculations
Subtotal, GST, and total fields with built-in formulas
Scope limitations section to manage expectations
Payment terms and bank transfer details
Professional notes section for additional information
Clear acceptance instructions for quick decisions

Templates are accessible via the Business Kitz online platform and are downloadable in PDF and Microsoft Word formats.

Why does my business need a quotation template?

Professional quotations are the foundation of successful business relationships. A well-crafted quotation is essential to win over new customers, set expectations, and demonstrate professionalism from the first interaction.

A comprehensive quotation template delivers multiple business benefits:

Speed up response times: It's always best to send out estimates as soon as possible. A customer who's asking for prices may be inquiring with different suppliers at the same time.
Eliminate calculation errors: Built-in formulas ensure accurate totals every time, protecting your credibility.
Maintain consistency: Present a unified brand image across all customer communication.s
Create legal clarity: Once a customer accepts a quote, it's typically converted to an invoice, making accuracy essential.
Track opportunities: Organised quote management helps you follow up effectively and analyse win rates
Scale efficiently: Handle growing quote volumes without adding administrative burden

For businesses operating internationally, proper quotations become even more critical. Arranging transport on time and properly is indispensable when doing international business, and your quotation must clearly communicate all terms, including Incoterms, currency specifications, and delivery conditions.

At Business Kitz, we've designed this template to meet both domestic and international business needs, incorporating best practices that help you present winning proposals every time. Our integrated document management system ensures you'll never lose track of sent quotes, while our digital signing feature accelerates the acceptance process.

Quotation template FAQs

What's the difference between a quotation and an estimate?

A quotation provides fixed prices that become legally binding once accepted, while an estimate offers approximate costs that may change. A price quote often has a place for the customer to sign their name to indicate their acceptance of the quote, creating a formal agreement. Quotations lock in your pricing for the validity period, protecting both parties from unexpected changes.

How long should I make my quotation valid for?

Most businesses set quotation validity between 30 and 60 days. Fixed-term quotations have a validity period, while free-term quotations do not. Consider your supplier price stability, seasonal variations, and typical client decision timeframes when setting validity periods. Shorter periods create urgency but might rush clients, while longer periods risk price changes affecting your margins.

What essential information must every quotation include?

Professional quotations require specific elements for clarity and legal validity. Essential elements include the quote number, expiration date, and the client's details. Clear payment terms are crucial, so clients understand when and how payments are due. Additionally, include detailed item descriptions, unit prices, quantities, applicable taxes, and total amounts to prevent misunderstandings.

How can I make my quotations stand out from competitors?

Beyond professional presentation, differentiate your quotations by demonstrating clear value. Sales quotation templates should include all pricing columns and should be easy to understand and navigate. Consider offering multiple pricing options, highlighting unique benefits, and including relevant case studies or testimonials. Quick response times and easy acceptance methods also give you competitive advantages.

Should I include terms and conditions in my quotation?

Yes, comprehensive terms protect both parties and set clear expectations. The prices are exclusive of any taxes (including, without limitation, sales, use, value added, goods and services, business, property (real or personal, tangible or intangible), license, documentation, registration, import, export, excise, franchise, stamp, or other tax). Include payment terms, delivery schedules, scope limitations, warranty information, and any relevant compliance requirements.

How do I handle international quotations?

International quotations require additional considerations beyond domestic quotes. Incoterms® are standardised international transportation agreements that clarify responsibilities for shipping and risk. Include currency specifications, export documentation requirements, and any applicable international standards. Consider cultural preferences and ensure all terms are clearly understood across language barriers.

Can Business Kitz help me manage my quotation workflow?

Absolutely! Our platform streamlines your entire quotation process. Create professional quotes using our template, store them securely in your document vault, track their status, and convert accepted quotes to invoices instantly. Our digital signing feature speeds up acceptance, while version control ensures you're always working with the latest information.

Transform your quotation process today

Stop losing deals to faster competitors or unprofessional presentations. With Business Kitz's quotation template, you'll create compelling proposals that win business while saving hours every week. Join thousands of businesses already streamlining their document workflows!

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IMPORTANT NOTICE: While you are purchasing a very comprehensive template, it is important to understand that the purchasing of this template is not considered legal advice. If you require legal advice and support utilising this template, you will need to consult a lawyer.