If your business relies on regularly purchasing supplies in order for you to serve your customers, then you know the difficulties that come with fluctuating prices from your suppliers. Who benefits from a price quote template? If you have ever dealt with a client saying, "Actually, I think to make it look nice, you should also just do one more thing," then you know how valuable it is to have a written record of precisely which things are covered by the customer's payment. This protects your business in two ways: An accepted quote agreement prevents a customer from attempting to dispute the price later, and it details exactly what will be included for that price. Quote templates also provide peace of mind for your business, by creating a formal document detailing exactly what you've promised for what price. They don't have to worry about passing up the chance to buy from somewhere else, because your quote guarantees that you'll provide what they need, at the price you've agreed upon. Because an accepted quote is a binding agreement within the valid term, price quotes provide peace of mind for your customer. And that's not the only benefit of using a price quote. Quote templates fill in that gap, by giving your customer the information they want, when they want it. But chances are, your customers might like to see that information before closing the deal. Invoices do lay out exact prices and order details for your customer, but they are sent out after you've already made the sale. They want to know exactly how much they're going to pay, and exactly what they're going to get for their money. But most people spending money don't just want estimates and guesses. And the reason for that is simple: Quotes fill in the missing gap between an estimate and an invoice.Įstimates give your customers a ballpark figure of what their cost might be. The spreadsheet will automatically apply any entered discount, calculate any tax, and present you with the grand Total on the bottom line.īecause your customers want price quotes. Discounts, tax, and shipping & handling charges can all be added below the subtotal to provide an accurate quote. This free quote template will automatically calculate the Total for each line item, as well as a Subtotal tallying all line items. Optionally, you may also attach an image directly into the spreadsheet for easy reference. Each item receives its own line, where you can enter the Product name, SKU, Unit Price, and Quantity of units sold. You can also use this space to specify how long the quote is valid for 30 days is the most common term length.įill out the customer's Billing and Shipping contact details on the indicated lines. Under that, be sure to specify your Payment Terms to indicate when payment is due. Then save that as your new quote template, so you never have to fill those in again.įor each new order, fill in the Date and Quote Number under the appropriate sections at the top of the sheet. Start by filling in your company's name, address, and contact details.
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