Generating and sending quotes can sometimes be a full-time job. Use a service that streamlines the generation of quotes and invoices. Avoid clunky templates littering your desktop!
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Free Quotation Templates
Download a free quotation template for Excel or Google Sheets.
Fill in the template with your and your clients details, then export to PDF for a professional quote.
Excel Quote Template
Excel makes a great tool for quoting as spreadsheet can be configured to automatically calculate tax and totals. Bear in mind that not all of your clients will have Excel installed, so ensure to export the quote to a PDF format, which is far more widely supported.
Download Excel TemplateGoogle Sheets Quote Template
Google Sheets has the same benefits as Excel for quoting. You may need to maintain an additional spreadsheet to keep track of which quote was sent to whom, and which has been accepted.
Open Sheets TemplateWord Quote Template
Word provides complete controll of the look-and-feel of your quote, but does not provide automatic calculations. We suggest exporting it to a PDF before sending it to your client.
Download Word TemplateOnline Quote Software
Use online software designed for creating and tracking your quotes and invoices. Easily bring up a list of historical items for each client and never worry about losing a document again.
Try Online Quoting & InvoicingGoogle Docs Quote Template
Google Docs works in much the same way as Word, except you can edit the document directly in your web browser and access it from wherever you are.
Open Google Docs TemplateQuote Template vs. Quote Software: Which One Works Better for Your Business?
If you’re searching for a free quote template, chances are you want a fast, professional way to send pricing to potential clients. Whether you're a freelancer, contractor, or small business owner, a well-designed quote helps you look credible and win more work.
A quote template in Word, Excel, or Google Docs can get the job done. You download it, fill in your services, add pricing, and send it off. Simple.
But as your quoting volume increases, that simple process becomes clunky - fast.
What Is a Quote Template?
A quote template is a pre-formatted document you use to outline the cost of services or products for a client. Most templates include:
- Your company info
- Client details
- Itemized services or products
- Pricing, taxes, and discounts
- Validity and payment terms
Templates are helpful when you're just starting out or only send a few quotes a month. But they require manual entry, and keeping them organized gets messy quickly.
The Problem With Quote Templates
Using templates means copying documents, editing each one manually, and tracking who you sent what to - often across multiple files or folders. That eats up time and increases the chance of costly errors.
Quote templates are limited when you:
- Send multiple quotes per week
- Need to revise and resend quotes often
- Want quotes tied to clients automatically
- Need accurate, automated totals
- Prefer a mobile-friendly, professional process
Why Quote Software Beats Templates
Quote software does everything templates can - but faster, smarter, and with fewer mistakes.
Here’s what you get when you switch to quote software:
✅ One-Click Quote-to-Invoice Conversion
Turn approved quotes into invoices instantly, without retyping a single line. No more duplication. No more copy/paste errors.
✅ Send Quotes Directly from the Software
No need to download and email files manually. Send quotes straight to your clients with built-in email functionality.
✅ Built-In Calculations
Let the software handle taxes, discounts, and totals automatically. Eliminate human error and save time.
✅ Organized and Searchable by Client
Never lose track of a quote again. View, filter, and search all your quotes by client, date, or status.
✅ Cloud Access from Anywhere
Create and manage quotes from any device. Whether you're at the office or on the go, your quotes are always at your fingertips.
✅ Mobile-Friendly Workflow
Use your phone or tablet to create, edit, and send quotes. Perfect for remote work or on-site estimates.
Start With a Quote Template - Then Upgrade
Quote templates are fine when you're just getting started. But if you're quoting regularly or want to look more professional, quote software will save you hours and help you close more deals.
Try payPod’s quote software - free forever.
Create unlimited quotes, for as many clients as you want. No limits. No catch.