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Table of Contents

  1. Quotation Template Bundle
  2. Create a Quotation – Step-by-Step Guide
  3. Quotation Templates & Examples
  4. Business Quotation Sample Template
  5. Sample Travel Quotation Template
  6. Basic Quotation Example
  7. Advertising Agency Quotation Template
  8. Warehouse Quotation Template
  9. Training Quotation Template
  10. SEO Quotation Template
  11. Free Simple Quotation Template
  12. Business Quotation Format
  13. FAQs

How to Make/Create a Quotation [Templates + Examples] 2023

Quotations are necessary documents when it comes to transactions that involve a significant load of goods and services. Both the buyer and the seller/service provider must be on the same page regarding the total cost and that is what quotations are for.

Quotation Template Bundle

quotation template bundle
Details
File Format
  • Google Docs
  • MS Word
  • PDF

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Create a Quotation – Step-by-Step Guide

Quotations are a lot similar to receipts and invoices but with slight variations. With that said, it might help to go over the step-by-step guide for creating quotations.

Step 1: Check Out the Quotation Templates (Option 1)

Visit the Quotation Templates page to find high-quality ready-made quotations with complete structures and standard format. There are templates made for construction companies, catering service providers, freelancers, IT companies, and more.

Step 2: Search for Quotation Templates (Option 2)

Another option how to find templates is by using the search bar. Enter “quotations” or “quotation templates” to find specific templates on the results page.

Step 3: Select a Quotation Template

Click the image of the quotation template you want so you can view its product page. On the product page, you’ll have a better look at the template’s layout and you’ll be able to download it.

Step 4: Choose the Right File Format

Before downloading, make sure to select the file format that matches the software you’ll be using to customize the quotation template. The file formats available are Microsoft Word, Google Docs, Google Sheets, Microsoft Excel, Apple Numbers, and Apple Pages.

Step 5: Download and Open the Quotation Template

Once a file format has been set up, you may proceed to download the quotation template which will be contained in a ZIP folder. Simply access the ZIP folder and open the template.

Step 6: Insert Your Company Letterhead

Insert your company letterhead in the header of the quotation template to make it an official document of your organization. In other words, you need to brand it. The letterhead should contain your company name, address, contact number, slogan, and logo.

Step 7: Fill in the Date and Your Contact Info

Fill in the date and your contact info as the seller or service provider. This information is important in the quotation to achieve full transparency in the transaction with the buyer or client.

Step 8: List the Items and Services

List down all the items and services that are included in the transaction. Write them in the designated column in the quotation document.

Step 9: Indicate the Price and Quantity

Indicate the price and quantity of each item and service that is part of the client or buyer’s purchase order. Make sure to double-check whether each entry is accurate.

Step 10: Calculate and Indicate the Total Cost

Calculate the total cost of the buyer or client’s purchase and indicate it in the quotation. Write it in the designated cell for the total cost.

Step 11: Save the Quotation

Once the info in the quotation is complete make sure to save it. You can send it to the buyer or client afterward to finalize the transaction.

Quotation Templates & Examples

Sellers and service providers have hectic work schedules and strict deadlines to meet. That’s one of many reasons why quotation templates and examples are made to help them save time.

Business Quotation Sample Template

The Business Quotation Sample Template is made for sellers and businesses in any industry. It has a generic and functional layout for including all the needed data in a quotation document.

business quotation sample template

Sample Travel Quotation Template

The Sample Travel Quotation Template is ideal for travel agencies offering travel services and travel itinerary packages. With this, travel agents can provide complete details regarding the travel expenses of their clients.

sample travel quotation template

Basic Quotation Example

basic quotation template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download Now

Advertising Agency Quotation Template

advertising agency quotation template
Details
File Format
  • Illustrator
  • InDesign
  • MS Excel
  • MS Word
  • Numbers
  • Photoshop

Size: A4, US

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Warehouse Quotation Template

warehouse quotation template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download Now

Training Quotation Template

training quotation template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download Now

SEO Quotation Template

seo quotation template
Details
File Format
  • Illustrator
  • InDesign
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • Photoshop
  • Publisher

Size: A4, US

Download Now

Free Simple Quotation Template

free simple quotation template
Details
File Format
  • MS Word
  • Google Docs
  • Google Sheet
  • MS Excel
  • Numbers
  • Apple Pages
  • Editable PDF

Size: A4, US

Free Download

Business Quotation Format

business quotation format
Details
File Format
  • MS Word
  • Google Docs
  • Google Sheet
  • MS Excel
  • Numbers
  • Apple Pages
  • Editable PDF

Size: A4, US

Free Download

FAQs

What’s the distinction between quotes and quotations?

Quote and quotation are the same things; the term quote is simply a shorter version of the term quotation.

What must be in a quotation?

A quotation must have the business name, business contact details, quote number, quote issue date, description of products/services, quantity, prices, and total cost.

Who requests quotations?

It’s the customers or potential buyers who’ll request quotations from the sellers or service providers.

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