Proposals & Quotes

Sales quote / estimate

Templates › Proposals & Quotes

A sales quote (or estimate) is an itemized price document that tells a customer exactly what something will cost before they commit — line items, a subtotal, tax and shipping if applicable, and a validity window for the pricing.

When to use it

Use a quote whenever a customer needs a concrete, itemized price before they'll say yes — selling physical products, one-off services with variable scope, or any situation where "it depends" isn't an acceptable answer and a firm number is.

What's typically included

• Quote number and date
• Validity window
• Itemized pricing (quantity, unit price, line total)
• Subtotal, tax, and shipping
• Payment terms
• Delivery/fulfillment terms
• Acceptance signature

This template is a general starting point, not legal advice — customize it and have it reviewed for your situation.