A B2B Quotation Form is an itemized pricing document with quantity, unit price, and calculated totals including subtotal and tax. It helps enterprise software consultancies list services clearly and is built using Template.net's AI-powered quotation builder, supporting licenses, integrations, and training services.
A B2B Quotation Form is an itemized pricing document with quantity, unit price, and calculated totals including subtotal and tax. It helps enterprise software consultancies list services clearly and is built using Template.net's AI-powered quotation builder, supporting licenses, integrations, and training services.
How to Create a B2B Quotation Form for Free?
Creating a professional B2B Quotation Form is quick and straightforward.
- Customize a Free TemplateStart with this free editable and printable B2B Quotation Form template and personalize it online for CRM software licenses, integration projects, or staff training. (or )
- Generate an On-Brand B2B Quotation Form with AIDescribe your project scope and rates, or upload your existing price list, and AI will build the actual editable quotation with licenses per unit and integration services per job, calculating unit prices, the subtotal, and the tax on it.
- Edit in the HTML5 EditorAdjust all parts like quote reference, validity period, sender and client blocks, line items, the tax rate, deposit terms, and bank details in the drag-and-drop HTML5 editor.
- Download a Printable PDFDownload the completed estimate as a printable PDF for client review, sign-off, or project records.
B2B Quotation Form Line Items and Pricing Units
This template starts with enterprise software licenses, discovery and business process mapping, data migration and cleansing, custom erp api integration, and staff training and change management, and you can expand it to cover any of the deliverables below, each shown with the unit this work is normally priced in.
Quote these deliverables with the unit each one is normally billed in — enterprise software licenses (per license), discovery and business process mapping (per job), data migration and cleansing (per job), custom erp api integration (per job), staff training and change management (per job), workflow automation setup (per workflow), end user support services (per hour), custom report creation (per report), mobile crm configuration (per device), post implementation support (per month), crm security audit (per audit), user acceptance testing (per test case), system administration (per day), integration with external software (per interface), performance optimization (per optimization session).
