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[Example Included] Quotation Format Full Guide

Struggling to find the best quotation format?

Introduction.

Using the right quotation format is necessary for your business. The reason behind this is that the quotation format allows you to create a price quote. The price quote is used to charge customers for products and services that you offer. Once a customer accepts a quote, the next step is usually to create an invoice.

With that said, knowing what quotation format to use is ideal to convert interested clients into long-time customers. Today we will help you create the best quotes for your clients. Furthermore, we will do this by presenting the best quotation format that can be easily modified to fit your needs.

Why Do Clients Ask for Quotes?

Before deciding to work with you, most clients will first ask for a quote. This is a common practice because it allows the client or employer, depending on what services or products you offer, to determine if they can afford to pay for you. If you are offering services over the internet, you should get used to offering quotes because it happens all the time.

Nonetheless, the quotation format that you can find below will help create a pricing plan that is easily modified and upgraded. The only tricky part is that you need to copy the format into an Excel file and fill it in with your business’s details.

Quotation Format

Below you can find a quotation format that is not filled. You can copy/paste the format into an Excel file and type in all the details.

Quotation For: Quotation valid until: 3/22/2021
Name Prepared by:
Company Name
Street Address
City, ST  ZIP Code
Phone
Comments or Special Instructions: None
SALESPERSON P.O. NUMBER SHIP DATE SHIP VIA F.O.B. POINT TERMS
Due on receipt
QUANTITY DESCRIPTION UNIT PRICE TAXABLE? AMOUNT
34 3/4″ elbow connectors  $            44.00 T  $        1,496.00
SUBTOTAL  $        1,496.00
TAX RATE 8.60%
SALES TAX              128.66
OTHER                     –
TOTAL  $        1,624.66
If you have any questions concerning this quotation, contact name, phone number, e-mail.
THANK YOU FOR YOUR BUSINESS!

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