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Quote Template

Product/service

This document can be used as a template for a quote. It sets out the requirements of the customers and how would the requirements be met by this quote. 

How to use the document? 

This document should be read carefully by the quoter. 

The description, price, quantity, sales tax should be included to calculate the total amount for the quote. Any terms and conditions to be taken note of should also be stated clearly under payment terms.

The deadline for the quote to be accepted should also be included for the customer to pay accordingly in time. 

How to tailor the document to your need? 

  1. Create Document: Click on “Create document” button and fill in the details of the parties. You can click the “Fill with Member’s Information” button to complete the party’s information with your personal or business information saved to your account. 

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

 
Quote
customer requirements
sales
promotion
order
tender
description
price
quantity
sales tax

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