Quotation Template – 15+ Free Word, PDF Documents Download

The current economic status of the world demands that you justifiably spend your hard-earned bucks. Everybody loves to have a prior understanding of the amount of money that they should pay for a particular job to be done completely. Consequently, companies and vendors must create quotes that describe the kinds of services they offer at pre-determined costs. For example, you will ask for quotations from plumbing companies if you need their services when either constructing or repairing your house. You can also see Price Quotation Templates.

Based on their quotes, you will decide on the ideal plumbers to carry on with your project, implying that quotes can either build or break business dealings. They, therefore, ought to be carefully prepared for them to portray your professionalism to potential clients and attract them to establish long-lasting corporate relationships with you. You can also see Quotation Templates.

Sales Quotation Template

Sales Quotation Template
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Size: 18.4 KB

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These quotes comprise tangible goods or assets that should be delivered to a given client. It provides details of the company, quote number, expiry date and the address of the client. The expiry date shows the validity of the price. It quickens the client to enter into a contract without which the prices will rise. It is advisable to provide the terms and conditions for the transaction because it acts as a contract when clients opt not to provide purchase orders.

Price Quotation Template

Price Quotation Template
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Size: 9.7 KB

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This quotation is similar to the sales quote template. However, it gives more attention to the description of goods for sale. Additionally, it has a segment that shows the details of the sales representative who takes charge of the transaction.

Service Quotation Template

Service Quotation Template
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Service quote template is a form of labor quotation that is prepared for clients who want to hire services from a given company. The price of the services is defined by the duration of performance for unique positions. They can be drafted using hourly rates for well-described jobs. Depending on the terms of service, a client might have to pay more for extra tasks that they wish to have done.

Professional Quotation Template

Professional Quotation Template
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They are unique to given professions. Hence, they are prepared to cater for the services provided by particular experts for specific clients. For example, website quote templates and painting quote templates are prepared by web developers and professional painters respectively.

Their quotes describe the services that they will provide at specific prices. Designers, photographers, cateresses, builders, plumbers and constructors also create templates for their clients. Often, their quotations include the labor and materials that they will hire and buy to complete particular tasks.

> What is a Quotation Template?

Quotation templates are documents that aid in the preparation of quotes for your organization. They are prepared in advance and are thus ready for use at your time of need. Ideally, they guide and assist you to create nifty quotes for your business. Note that the template can help you to create quick quotes for a wide variety of products that you offer.

This integral organizational document can be prepared by business personnel including individual entrepreneurs, companies and retailers. Not only does it entail price specifications but it also breaks down the amount of work that has to be done for specific clients.

Builders Quotation Template

Builders Quotation Template
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  • PDF

Size: 35.0 KB

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Project Quotation Template

Project Quotation Template
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  • PDF

Size: 168.0 KB

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Catering Quotation Template

Catering Quotation Template
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  • PDF

Size: 480.0 KB

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Software Quotation Template

Software Quotation Template
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  • PDF

Size: 262.5 KB

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Uses of the template

This template assists business people in creating quotes for their goods and services. You simply need to download and edit ideal templates using relevant Microsoft programs. With a proper quotation, you can always modify it to suit the needs of different clients.

Quotation templates are significant in informing clients about the cost of tasks that they would love to be done by companies or individuals. Most clients consider getting quotations from multiple sellers. After going through the quotations, they can settle on the most cost-effective seller who will take up their projects. You can also see Happy New Year Quotation Templates.

These templates aid in enhancing your productivity and performance. You can describe the kind of work or service that you can offer at a particular price. It defines the duration within which you can complete the task as well as the required resources in case they should be purchased, and this improves your efficiency while making you appear as an organized person before your customers.

Electrical Quotation Template

Electrical Quotation Template
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  • PDF

Size: 14.0 KB

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Plumbing Quotation Template

Plumbing Quotation Template
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  • PDF

Size: 57.6 KB

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Business Quotation Template

Business Quotation Template
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  • PDF

Size: 34.0 KB

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Construction Quotation Template

Construction Quotation Template
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  • PDF

Size: 484.4 KB

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Tips and Warnings

You should prioritize presenting your ability to prospective clients. It is best to respond to their queries immediately with sufficient evidence. Linking them with your some of your proud clients will be beneficial. Remember, after persuading and convincing them, you will have established an association that can lead to more contracts.

You will want to get an attractive quote from several sources. For example, if you cannot create one, then you can hire the services of expert designers. Online applications can provide best templates for you. An ideal template is one that adequately states your deliverables, the time span within which you will achieve them and the amount of reward you will want from the venture.

Cleaning Quotation Template

Cleaning Quotation Template
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  • PDF

Size: 14.3 KB

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Standard Quotation Template

Standard Quotation Template
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  • PDF

Size: 133.8 KB

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Web Design Quotation Template

Web Design Quotation Template
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  • PDF

Size: 148.2 KB

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How to Create Quotation Template

To come up with an original quotation template, you should install Synergy Office Integration on your PC. Then, after opening a Microsoft Word document, click on the Synergy ribbon and proceed to select on “Make a merge document”. Click on CRM to view the merge fields that you should select and drag to a blank word document. Return to the Synergy ribbon and save as “Overwrite”. Then, you can fill the primary and additional fields and finish up with the rights for your quotation. You can also see MS Word Quotation Templates.

Dos and Don’ts

  • When preparing a quotation template, you should only focus on the high-end customers. It is pointless to spend time on clients who cannot afford you. Instead of putting up with their unmerited follow-ups, try to get better clients. Excellent clients will pay in time and even help to market your company.
  • Do not tell potential clients that you can do something when you cannot do it. Your updated template should be as honest as possible. This way, you will earn better contracts in the future while maintaining your satisfied clients.
  • Do not strive to compete with other bidders. Remember, your sources of resources differ, and the qualities of services are also different. Besides, the margin that you want to earn is dependent on personal factors that are unique.

by williams

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