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As a financial expert, you know how different market conditions can affect the movement of your investments. That’s why it’s important to have templates handy for any situation – these 12 price quotes will help guide and support your investment decisions.
The “price quotation format in word” is a template that can be used for any type of business. The template includes 12 different templates, each with a different scenario.
A price quotation includes specific pricing information, the scope of work, and the conditions of a contract between a company and a customer or prospect. Instead of producing a fresh one from scratch each sale, having a template available allows you to quickly fill in the quantities and send it to a customer.
Creating and organizing price quotations for all of your prospects and clients, on the other hand, may be time-consuming. Fortunately, Pipedrive, a customer relationship management (CRM) software, has third-party connections that allow you to produce price quotes from inside your pipeline, allowing you to spend more time with your clients and less time generating quotations. PipeDrive CRM is available for 14 days without requiring a credit card.
Go to Pipedrive.com.
We’ve put up a collection of 12 price quotation templates that you may use right now.
1. Price Quote Template for General Use
Excel, OpenOffice, and Google Sheets are all acceptable formats. Small firms or solopreneurs looking for a basic template should use this. Downloading is free. Vertex 42 is the source of this information.
Price quotation template for general usage
This price quotation template is a terrific basic template that can be used by a range of organizations since it is customisable. On the Excel 2007+ version, you may pick between two alternative designs, each with an optional signature line for accepting the terms and conditions. If you provide incentives to new clients, you may also include a new client discount.
2. Price Quote Tracker and Generator
PDF (Portable Document Format) Best for: Small businesses looking for greater functionality and the ability to produce quotations on a regular basis. A one-time payment of $29.95 is required to download. Someka is the source.
Calculator and tracker for price quotes
You may customize this template by adding your business logo, saving and selecting items and services to use in the drop-down menu, recording previous quotations, showing or hiding discounts, and assigning a salesperson to each template. While this price quotation template isn’t free, it does come with several useful extras for a one-time cost rather than a monthly membership.
3. Intricate B2B Sales Quote Template (Advanced)
Online or in PDF format Best for: Almost all B2B (business-to-business) enterprises, from small to big. The PDF templates are available for free download. Individuals pay $9 per month paid yearly or $13 per month paid monthly for online price quotation templates, while small teams pay $25 per month paid annually or $35 per month paid every month. PandaDoc is the source of this information.
For complex B2B sales, use this advanced quotation template.
It’s one of the more expensive price quote templates, but as someone who has worked with PandaDoc in a sales environment, I couldn’t pass it up. You may edit and save templates, include videos or testimonials directly into the quotation, and even take payments. In addition, their customer care staff provided me with excellent assistance. It includes a wide range of functions, and its staff made the product simple to use.
Even better, Pipedrive CRM integrates with PandaDoc, allowing it to autofill quotations with price data from the CRM and collect payment when a quote is signed. Within the CRM, you can even track when your quotation was last opened, commented on, or signed. To give Pipedrive a try, sign up for a free trial now.
Go to Pipedrive.com.
4. Template for a Web-based Price Quote
Web-based format Best for: Companies who want to make and send invoices through the internet. Cost: Three quotations are free for the first three days, then $5.99 each month after that. Invoice Simple is the source.
Template for a web-based pricing quotation
This is an excellent solution if you need a web-based pricing quote template. It stores your customers and product or service items, plus it’s mobile-friendly, enabling you to change quotations on the fly and have clients sign contracts using their phones. It also sends you an email when a consumer accepts your quotation. You may add your business logo and colors to reflect your brand and send a quotation to your client through a web link or as a PDF that they can download and email.
5. Price Quote Template based on a Database
Excel, OpenOffice, and Google Docs are all acceptable formats. Small firms looking for a basic price quote template could use this template. Free of charge Spreadsheet123 is the source of this information.
Template for a database-driven pricing quotation
Spreadsheet123 has a number of easy business templates that may be used by a variety of small company owners. This template comes in a variety of file formats and includes a settings page that acts as a database for saving corporate information so that it may be auto-populated on each quotation. You may make a pricing quotation in either portrait or landscape mode.
6. Template for an Hourly Price Quote
Excel, OpenOffice, and Google Docs are all acceptable formats. Best for: Companies that charge an hourly fee for services. Free of charge Spreadsheet123 is the source of this information.
Template for an hourly pricing quotation
This pricing template is ideal if your company mostly provides services rather than physical items. Describe the services you provide and include an hourly pricing. Make sure you have a formal agreement with your customer regarding the maximum number of hours you may spend on the project so you know when you’re running out of time and need to ask them to authorize more time.
Template for a Construction Price Quote
Excel is the preferred format. Small construction companies are the best fit. Downloading is free. Smartsheet is the source of this information.
Template for a construction quotation
This is a plain, easy-to-use price quote template that companies may use with any client. It offers an easy-to-understand breakdown of supplies, labor, and other expenditures. Simply put your business name or logo to the top, enter your figures, and download to print or share with your customers. When used with a construction-specific CRM, this useful template might assist ease your quotation process.
Template for a Cleaning Service Price Quote
Excel, Word, and PDF are all acceptable formats. Cleaning firms, both residential and commercial, are the best fit. Downloading is free. Smartsheet is the source of this information.
Template for a cleaning service estimate
This pricing quote template will work for you whether you operate a small cleaning business or manage a medium-sized cleaning firm. Customers enjoy a thorough list of what they’re paying for when you clean their house or company, and this template is meant to provide them with that information while also earning their business.
Quote from a Music Event
Google Docs, Word, PDF, Excel, and Pages are all acceptable formats. Businesses who offer bands or DJ services for parties and events are the best fit. Unlimited templates for $19.99 or $8 per month Template.net is the source of this information.
Quote from a music event
This customizable pricing quote template may be useful if your company offers music or event logistics. It’s easy to use, available in a number of formats, and calculates your totals instantly. You can get unrestricted access to more than 50,000 professional templates for your company and 24-hour chat and email assistance if you pay $8 each month.
10. Price Quote Template with Integrated POS
Web-based and PDF formats are available. Cost: Free Best for: Any small to medium-sized company Source: Invoice Home; you may obtain the template after signing up for a free account.
Price quotation template with integrated point-of-sale (POS) functionality
Invoice Home has a variety of professional-looking price quotation templates that you can use for almost any kind of invoicing. You may upload your own logo or select from a variety of designs in the gallery. After you’ve completed the web-based form, you may save it as a PDF or save it to your online account. Then, directly from the website, you can send it to the client and accept payment by PayPal or credit card.
Template for a Web Design Price Quote (No. 11)
PDF (Portable Document Format) Cost: Free Best for: Any small to medium-sized web design company JotForm is the source of this information.
Template for a web design pricing quote
This pricing quote template is appropriate for any company that offers web development services. This is a free, straightforward template that seems professional and is simple to read. It’s a great option for solopreneurs that don’t need a lot of features in their price quotation procedure.
Template for a Catering Price Quote
The format is web-based with a PDF export option. Cost: Starting at $19.99 a month for any small to medium-sized catering business Proposify is the source.
Use Proposify to wow your consumer by going above and above with your pricing quotation. It has a content library, online signatures, alerts and analytics, user roles and permissions, and email and chat support, among other things. The “tall” plan, which covers up to three users for $19 a month, is ideal for solopreneurs and small teams.
How to Make a Price Quote Template of Your Own
While there are many price quotation templates accessible online, you may find that you need to create your own for your company. No matter what program you use, creating your own template doesn’t have to be difficult, but you must remember to include a few crucial aspects.
“A good advice is to make it thorough yet succinct. Include all of the necessary business data. Have the business name, address, client information, customer ID, and a quotation number on hand. Make the price entries as simple as possible. Include a calendar, any relevant taxes, a “valid until” date, terms and conditions, payment terms and methods, and signature space. It’s important to categorize the quotation and provide enough room to explain where each statistic comes from clearly.”
—John Linden, MirrorCoop’s Interior Designer
A price quotation template should normally contain the following six details:
- Include your firm name, logo, necessary contacts, physical address, email address, and phone number in your company information.
- Information about the customer: Include the name of the client or the company, the customer ID, the quotation number, the phone number, the address, and the email address.
- While it’s critical to include the date you produced the quotation, don’t forget to include the “valid till” date as well. This may frequently persuade a buyer to make a choice, particularly if you’re giving a limited-time deal.
- Product and service definitions: Make a list of each service or product you’ll be offering, line by line. In the column next to each product or service, write the price.
- Include all of the services listed in the product or service specification, tax, and any discounts in the total cost.
- Specify any terms and conditions associated with the price quotation, such as invoicing methods and delivery deadlines.
Pro tip: Don’t submit a pricing quotation and then forget about it. Set up a time to follow up after you’ve sent a quotation to discuss any next actions and answer any questions the client may have.
Most Commonly Asked Questions (FAQs)
What’s the difference between an estimate and a pricing quote?
A price quotation is a more formal document than an estimate. A quotation is usually issued just when the client is close to making a choice and ready to sign on the dotted line. After the first sales interaction, an estimate might even be included in a follow-up email.
What’s the difference between invoice templates and price quote templates?
Price quotations, also known as price quotation templates, describe how much a client will owing for services that have yet to be done. When a price quotation is approved, you may send the client an invoice using an invoice template. Consider the invoice to be a charge for services you’ve already provided to the client or labor you’ve already finished.
When should I provide a pricing quotation to a customer?
When a consumer indicates that they are ready to purchase, you should send them a quotation. Don’t assume the consumer is ready if they don’t ask for one. “What’s a decent next step here?” you might ask to help pull out their preparedness.
Is it true that pricing quotations are legally binding?
It is debatable. It’s typically binding if your price quotation template contains a signature line. You can’t usually enforce it if it doesn’t include a signature line. It also relies on your company’s payment policy and terms and conditions.
Bottom Line: Templates for Price Quotes
You can develop your own sales quotation template, but there are plenty of templates and tools to help you do it so you can concentrate on offering the greatest goods and services to your consumers. Examine the templates provided in this post and choose the one that best suits your needs. Whatever you pick, make sure any price quotation template includes the crucial data from this article.
While you could manually create a fresh price quotation template for each contract, it’s more effective to utilize a CRM that can do it for you. Pipedrive CRM has connectors that enable you to make price quotations for each contract from inside your CRM, saving you time and allowing you to keep track of all you need to know about a deal in one location.
Go to Pipedrive.com.
Related Tags
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