Quote template

A free quote template with the parts a client needs to say yes: the scope line by line, the price, tax, and how long the offer holds. Fill it in and download the PDF, or pick your trade below for a version that starts with a realistic scope.

From

Prepared for

Details

Items

Notes and terms

Your business · Street 1 · City
Client name
Quote No.Q-001
Date-
Valid until-
Quote Q-001
Pos.DescriptionQtyUnitPriceAmount
1Discovery call and written brief1item250.00250.00
2Design and production5days450.002,250.00
3Two rounds of revisions1item0.000.00
Subtotal2,500.00 USD
VAT (0%)0.00 USD
Total2,500.00 USD
Notes
This quote is valid for 30 days.
Page 1 / 1

Free, no account. The form stays in this browser. When you download, we keep the document with your email to send you the copy.

What is on the quote template, and why

Quote numberSo the client and you can refer to it later, and the contract can point to it.
Valid untilHow long the price holds. Thirty days is common.
Scope linesEach deliverable or stage on its own line, so the client can drop one without renegotiating the rest.
Quantity and unitDays, hours, pages, images: whatever you actually price by.
Tax and totalThe total the client will be invoiced, with tax shown, so the invoice holds no surprises.
TermsRevisions included, deposit, stages, and how many days each invoice has.

Quote templates by trade

Written per trade: example lines for the work, and the things people in that trade tend to forget.

3D artistsScope 3D work by asset, shot and revision round, and say what the client has to supply before modelling starts.Graphic designersQuote a branding or print job by concepts, revision rounds and file deliverables, and say who pays for fonts, stock and printing.IllustratorsPrice illustration work by image and by licence, with sketch and colour stages, turnaround and kill fees spelled out up front.Motion designersScope a motion graphics job by stages, length, versions and aspect ratios, and say what happens if the script changes mid-animation.AnimatorsQuote an animation job by character setup, storyboard, animatic and seconds of finished animation, with sign-off at each stage.Video editorsScope an edit by footage volume, cut stages, revision rounds, finishing and deliverables, so a three-minute video does not hide a week of work.VideographersQuote a video shoot by days, crew, equipment, travel and post-production, and say who owns the raw footage and what happens if it rains.PhotographersQuote a commercial or event shoot by creative fee, image count, retouching level, usage licence and crew, with kill fees by notice period.UX designersScope a UX project by discovery, research sessions, wireframes, high-fidelity screens, prototype rounds and handoff, phase by phase.Web developersQuote a website by templates, integrations and browsers supported, and say who writes the content and who pays for licences.Software developersQuote a software project as phases or sprints, with assumptions, exclusions and the acceptance test that closes each milestone.Game developersScope a game job by milestone builds, platforms, engine and features, and say how scope changes and crunch are handled.Data analystsScope a data project by question, sources and deliverables, and say what happens when data access is late or the data is worse than expected.SEO consultantsQuote SEO as an audit plus a retainer with a minimum term, say what each month includes, and leave rankings out of the promise.TranslatorsQuote a translation from the source word count, language pair and subject, and name the deadline, format and whether proofreading is included.CopywritersQuote copywriting by deliverable, with research, the number of concepts, edit rounds, usage and a kill fee spelled out.Content writersQuote content work by article, length and brief, and state who supplies keywords, images and expert input, and who publishes.Social media managersQuote social media work by platform, posts per month and response hours, and say who creates the content and who pays for ads.Marketing consultantsScope marketing consulting as a strategy phase and an execution phase, with clear deliverables, hours and no promises about results.Business consultantsScope a consulting engagement with a paid discovery phase, a clear pricing model, and a deliverable that says report or implementation.ArchitectsWrite an architectural fee proposal by stage, with the fee basis, included site visits, exclusions and who pays authority fees.Interior designersQuote interior design by room or stage, state how procurement is priced, and set expectations on lead times, deposits and returns.Voice actorsQuote voice work with the session, usage terms, number of versions and pickups spelled out, so a script change does not reopen the price.Music producersQuote music production per track with mixing, mastering, revisions, stems, credits and splits stated, before the first session.Virtual assistantsQuote virtual assistant work as hour blocks or a defined retainer, with response times, tools, access and rollover rules written down.

Questions

Can I use this as an estimate template?

Yes. Write Estimate in the notes and say the figure can change, and by how much. A quote is a fixed price for a fixed scope; an estimate is your best guess.

How do I turn an accepted quote into an invoice?

Here, copy the lines into the invoice generator. In OIO an accepted proposal turns into an invoice draft with the same client, project and lines.

Is the quote template free?

Yes, with no account and no limit. The PDF has a small Made with OIO line at the foot.

One app for the paperwork and the work

In OIO proposals, invoices and contracts belong to the client and the project they're for, and the money view shows what is outstanding and what is paid. Free plan, no card.

Start free

Also free: invoice template, freelance contract template, crypto invoice generator and the rest of the free tools.