Quotation Template. Free download.
A professional price quotation template for service providers, contractors, and agencies to deliver itemized price estimates, project timelines, and binding terms.
What the quotation looks like.
A simplified preview with example values. The real file has the full set of fields.
When to use this template.
Project Cost Estimating
Provide prospective clients with clear labor and material pricing before commencing work.
Competitive Bid Submissions
Deliver structured commercial bids that instill professional confidence.
Scope Definition & Milestones
Define exact included deliverables to prevent scope creep down the road.
What is included in this document.
Quote Metadata & Expiration Date
Reference number, creation date, and expiration window protecting against price volatility.
Itemized Deliverables & Labor Rates
Unit quantities, hourly rates, milestone descriptions, and subtotals.
Terms, Exclusions & Payment Milestones
Deposit requirements, progress billing schedules, and explicitly excluded items.
Client Acceptance & Sign-off Block
Signature lines authorizing project launch under the quoted terms.
Stop filling out blank spreadsheets.
This template gets you started today. Encarmo can connect it to your financial and operational data.
Using a static template
- Calculate quotes on scratch pads and risk missing margin buffers
- Send static PDFs and wonder if the prospect ever opened them
- Manually re-enter accepted quotes into an invoice generator
Automating in Encarmo
- Build quotes with saved products, hourly rate cards, and auto-margins
- Live tracking reveals when prospects view and interact with your quote
- 1-click client digital acceptance instantly generates deposit invoices
Template FAQs.
Everything you need to know about downloading and editing this template.
What is the difference between a quote and an estimate?
An estimate is an approximate cost that may fluctuate, whereas a formal quotation is legally binding once accepted by the client within the validity window.
How long should a price quote remain valid?
Standard quotes remain valid for 14 to 30 days to protect your business against cost fluctuations in materials and labor.
Can I include milestone payments in this quote?
Yes, Section 3 has structured rows for upfront deposit percentages and completion milestones.
Does Encarmo convert quotes into invoices automatically?
Yes, when a customer accepts a quote in Encarmo, you can convert it into an invoice with a single click.
Upgrade from templates to automated workflows.
Encarmo brings invoicing, accounting, payroll and operations into one connected platform, with free accounting and invoicing and unlimited users.