Free quote template
Free Quote Template
Create a professional quote online in minutes. Present clear, defined pricing with line items, taxes, and terms, then print or download a PDF for free — no account needed. This guide covers what a quote is, what to include, and how to make one.
What is a quote?
A quote is a document you give a customer before work begins that sets out defined pricing for a specific scope. It is firmer than an estimate — the customer can review exact line items, terms, and a total before deciding to go ahead.
Quotes work best when you know the scope well enough to commit to pricing. Listing the included work, any exclusions, and an expiration date keeps the offer clear for both sides.
Docmonkee's quote template keeps your pricing organized and professional. When a customer accepts, you can convert the quote into an invoice without re-entering the details.
Quote vs. estimate and invoice
A quote sits between a rough estimate and a final invoice. Here is how the three compare.
| Document | When you send it | How firm is the price |
|---|---|---|
| Quote | Before the work starts | Defined pricing for a set scope |
| Estimate | Before the work starts | A rough projection that can change |
| Invoice | After the work is done | The final amount owed for the job |
Why use a quote template?
A reusable quote template lets you present clear, professional pricing quickly and consistently.
- Present defined pricing that helps customers decide with confidence
- Look professional with consistent branding and layout
- Separate optional items so customers can compare choices
- Set an expiration date so pricing stays time-bound
- Convert an accepted quote into an invoice in one step
- Keep a numbered record of every quote you send
Create a free quote now
Fill in your details and download a PDF in minutes — no signup required.
How to create a quote
- 1
Add your business details
Enter your business name, contact information, and logo so the quote is clearly branded.
- 2
Add your customer's details
Fill in the customer's name and contact details so the quote is addressed correctly.
- 3
Add a quote number and dates
Give the quote a number, set the date, and add an expiration date so the pricing window is clear.
- 4
List the products or services
Add each item with a clear description, quantity, and price. Line amounts calculate automatically.
- 5
Add tax, discounts, and terms
Apply tax or discounts and add any terms or exclusions so the customer knows exactly what is included.
- 6
Review and send
Check the total, then print, download a PDF, or save and send the quote for approval.
What to include on a quote
- ✓Your business name, contact details, and logo
- ✓Your customer's name and contact details
- ✓A unique quote number and the date
- ✓An expiration date for the quoted pricing
- ✓Defined line items with quantities and prices
- ✓Tax, discounts, and the total
- ✓Terms, exclusions, or notes about what is included
Popular quote templates
Pick a quote template that matches your work, then customize the details.
Frequently asked questions
What is the difference between a quote and an estimate?
A quote presents defined pricing for a specific scope, while an estimate is a rough projection that can change. Use a quote when you know the scope well enough to commit to the numbers.
Is a quote legally binding?
Whether a quote is binding depends on how it is worded and accepted. Adding clear terms, exclusions, and an expiration date helps set expectations. For questions about binding agreements, consider consulting a professional.
Can I convert a quote into an invoice?
Yes. When a customer accepts a quote, Docmonkee lets you convert it into an invoice in one step, so the line items carry over automatically.
Is the quote template free?
Yes. You can create, customize, print, and download quotes as PDFs for free. A free account adds saving and sending.
Can I add an expiration date to a quote?
Yes. Adding an expiration date makes it clear how long your pricing is valid, which is standard practice for quotes.
Create your quote for free
Build the quote first, then create a free account when you are ready to save it, send it, or manage it from your dashboard.
Create a Free Quote