A free, editable quotation template for services, with a filled-in example and a pre-send checklist. No email required.
Word, Excel, Google Docs and PDF. No email required.
Last updated
New manager training programme for Brightwater Housing.
Needs review: Fixed fee at $950.00.
Sessions for more than 12 people. Accredited certification
Valid for 30 days. Sign or reply to accept; $2,769.00 deposit to book.
A quote (or quotation) is a fixed price for defined work, offered before the client commits. Once accepted, it usually becomes binding at that price, so it should be specific about what’s included, what isn’t and how long the price holds.
[One or two sentences on the outcome and what you’ll deliver.]
| Item | Description | Qty / time | Rate | Amount |
|---|---|---|---|---|
| Needs review | [Interviews with six managers and HR] | [Qty] | [Rate] | [Amount] |
| Programme design | [Four workshop outlines and materials] | [Qty] | [Rate] | [Amount] |
| Workshop delivery | [Half-day sessions, up to 12 people each] | [Qty] | [Rate] | [Amount] |
| Coaching sessions | [One-hour follow-ups per manager] | [Qty] | [Rate] | [Amount] |
| Venue and printing | [Room hire and workbooks, at cost] | [Qty] | [Rate] | [Amount] |
By signing, you accept this quote and its terms.
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
A filled-in example for a new manager training programme. Both companies are fictional.
| Item | Description | Qty / time | Rate | Amount |
|---|---|---|---|---|
| Needs review | Interviews with six managers and HR | Fixed fee | $950.00 | $950.00 |
| Programme design | Four workshop outlines and materials | Fixed fee | $1,800.00 | $1,800.00 |
| Workshop delivery | Half-day sessions, up to 12 people each | 4 items | $1,100.00 | $4,400.00 |
| Coaching sessions | One-hour follow-ups per manager | 12 hours | $120.00 | $1,440.00 |
| Venue and printing | Room hire and workbooks, at cost | 1 item | $640.00 | $640.00 |
In Angelwood, clients open an estimate from a link, comment on it, download a PDF and accept or decline it, so you know where every price stands.
Browse all quotes & estimates templates or the full template library.
MAKE IT WORK FOR YOU
A breakdown by item lets the client see value and trade scope rather than question your rate. Service businesses usually price a defined piece of work as a fixed fee, repeated sessions per unit, and open-ended help by the hour. Costs passed on, such as room hire, are listed separately at cost.
Write down what isn’t included, such as sessions for more than 12 people. It prevents most disputes later.
Give a validity date, the deposit and one clear way to accept. A quote with no next step tends to sit in an inbox.
What you will deliver, how many units or sessions, the price of each, any costs passed on, the total, how long the quote stays valid and how to accept it. State what is not included so a later request is clearly extra work.
Once a client accepts a quote, it can form part of a binding contract at that price, depending on where you are and what the quote says. Be precise about scope, exclusions and validity.
Thirty days is common. A validity date protects you if costs or your availability change, and gives the client a gentle deadline to decide.
For larger jobs, yes. A deposit of 25–50% on acceptance confirms commitment and covers early costs. Put the deposit and payment schedule on the quote so there are no surprises.
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.
Yes. Enter quantities, hours and rates and the amounts, subtotal, tax and total calculate automatically. It also works in Google Sheets: upload it to Drive and open it with Google Sheets.
THE CLIENT EXPERIENCE, IN ORDER
Bring the work you share with clients into one place.