Template of the Quote

What should a professional quote contain?

With our platform, you can easily include all key components listed below.

Basic Components:
  • Bill to – Buyer's name and billing address.

  • Quote Number – Unique identifier for tracking the quote.

  • Date – Date when the quote is issued.

  • Description – Detailed description of the items or services.

  • Amount – Total cost of the quoted items.

Advanced Components:
  • Ship to – Delivery address, if different from billing address.

  • P.O. – Reference to the purchase order, if applicable.

  • Quantity (Qty) – Number of units requested.

  • Unit Price – Cost per individual unit.

When and why is it used?

Quotes (also known as quotations or price quotes) are essential in the early stages of a sales process. They help both parties align on pricing, expectations, and responsibilities before any transaction takes place. Here's why they are used and in which situations:

  1. Sharing pricing details
    Gives the buyer a clear overview of costs, quantities, and items.

  2. Setting business terms
    Outlines delivery time, payment terms, validity, and any conditions.

  3. Formalizing an offer
    Once accepted, the quote becomes a binding agreement.

  4. Helping buyers decide
    Supports internal approvals and budget planning on the buyer’s side.

  5. Demonstrating professionalism
    A clear, structured quote shows credibility and builds trust

Template of the Quote
Template of the Quote