Best Quotation Templates for Free

As quotations are not legal documents of sale, no specific format has been prescribed. Businesses can generate quotations in their own formats, making sure all the details are covered. Once a deal is finalised, a quotation can be converted into an invoice. Thereafter, the quotation holds no value in the books of accounting.

Using MS Word is one of the easiest ways to create a quotation format in Word. Using the sample quotation format, you can create a similar one in a blank Word document. MS Word also offers some pre-designed templates, which can also be used as a quotation format. Search for Invoice Format in Word; with slight changes, it can be converted into a quotation template in Word. Another method is to create a quotation format in Word from scratch. Using the sample quote format provided above, open a blank Word document, create a similar document with your business details, and save it as a quotation template in Word. Make sure to insert all the contents listed above. Whenever you wish to generate a quote, open the quotation format in a Word document, make a copy of it, fill in the details, save it with a different name and use it. Make sure not to make any changes to the original quotation format in a Word document. If you don’t have MS Word, you can follow a similar procedure to create a quotation format in Google Docs, which is a free source. All you need is a Google account to access G-Docs.

MS Excel has the edge over MS Word as it allows tables and formulas to auto-populate information. For instance, the total price of the products in a quotation can be auto-generated by inserting a formula. Similarly, an Excel sheet can automatically calculate the date, tax rate, discount, etc. If you want to create a quotation format in Excel, you can do it in a blank Excel Sheet or search for some quotation or invoice templates, if available. You can use any sample quotation format as a reference to create a quotation format in Excel. If you don’t have access to Excel, you can also use Google Sheets to create a quotation format in Google Sheets. It is a free source available to everyone having a G-mail account.

To create a quotation format in PDF, you should first create a quotation format in Word or Excel using the above-mentioned details. Once it is ready, you can download it as a PDF to view a quotation format in PDF. However, you cannot make any changes once the file is downloaded. Therefore, fill the quotation format in Word with all the required details, and once you’re sure that the data entered is correct, you can download it as a PDF. One advantage of using PDF quotations is that the data cannot be edited or changed. Especially when sharing online, quotation format in PDF is safer than quotation formats in Word and Excel. However, any quotation format is fine when taking hard copies, i.e., as printouts. For businesses, especially in retail, leveraging tools like retail billing software can further streamline the process of generating accurate quotations and invoices. However, any quotation format works well when taking hard copies as printouts.