Professional quotation template
A formal quotation with itemized pricing, delivery and payment terms, a validity window, and a customer acceptance block - ready to send the moment the numbers are agreed.
Try this template
1 · Edit the data
2 · Download the PDF
Generated locally in your browser. Nothing you type here is uploaded, stored, or sent to a server.
Edit the values and download the PDF — generated locally in your browser, no account needed.
What this document is
A quotation commits you to a price for a limited time. This one carries the itemized lines, the tax split, and the grand total alongside the two things buyers dispute later — the validity date and the terms of supply — and closes with an acceptance block the customer signs and returns.
Who uses it
Sales teams answering inbound enquiries, distributors quoting against dealer rates, and small businesses still replying to price requests by email.
When to send it
Send it as soon as scope and rate are agreed internally. For a pipeline of open enquiries, generate the whole set in one run so validity windows and terms stay identical across the team.
How batch generation works
- 1Open the template in the studio and adjust the layout, colors, or wording in the visual editor.
- 2Import your data — upload a CSV or XLSX, paste from a spreadsheet, or type a single record.
- 3Map your columns to the template's fields; exact matches connect automatically and fuzzy matches wait for your confirmation.
- 4Review validation: every row is checked for missing required values, bad dates or numbers, and duplicate filenames.
- 5Generate: up to 25 documents locally in your browser for free, or hundreds through a secure cloud batch with per-row results.
Common mistakes to avoid
- A validity date that has already passed by the time the customer opens the file; drive it from the enquiry date as a per-row column rather than a fixed value.
- Quoting a total without the delivery and payment terms — the two most common causes of a disputed order — even though this template reserves a section for each.
- Letting every salesperson word the warranty differently; drive the terms columns from one pricing sheet so each quotation carries the same commitment.
Privacy
The preview above and all local batches run entirely in your browser — names, amounts, and other values are never uploaded. Cloud batches are explicit, isolated per workspace, protected by short-lived signed links, and deleted at the end of a visible retention window (or earlier, on your request).
Template-specific check: DocForge renders supplied figures and does not compute or verify tax, totals, or the enforceability of quoted commercial terms.