What makes a good quote template?
Clean, professional, and quick to complete. Minimum customisation per client while looking personalised.
Must-have elements
- Your business details (pre-filled)
- Client details section
- Quote number and date fields
- Validity date field
- Line items table with auto-calculations
- Tax and discount fields
- Total in clear formatting
- Notes and payment terms section
Word and Excel templates: the problem
Calculations are manual, formatting breaks when edited, and they look generic. A purpose-built online generator solves all of these problems.
Always include a validity date
The most overlooked feature of any quote template. Protects you from old prices and creates urgency.