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Free Quote Template

Our Free Quote Template is designed to streamline your quotation process while impressing your B2B clients. Showcase your professional expertise and secure new business with ease. This template contains all the necessary elements you need to highlight your unique products and services. Download now and get started.

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Free Quote Template https://cdn.prod.website-files.com/68f8afec752742985579aa06/693c11b0983a51143c0c6fea_price%20quote%20template.pdf price-quote-template
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We have got you covered

Our Free Quote Template comes with a pre-built layout that helps you create professional sales quotes in minutes.

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What will you get in the free quote template?

Our Free Quote Template comes with a pre-built layout that helps you create professional sales quotes in minutes.

Price Setting Worksheet
Pricing and Market Share
Demand Estimation
Strategy and Policies
Competition Overview

Frequently
Asked Questions

Where can I get the best free template for a professional-looking quote?

The best place to find a free quotation template is at Zomentum. We offer a vast range of business templates and documents, including a comprehensive Price/Quote Setting Worksheet. 

To download a free quote template from Zomentum, follow these steps:

  • Log-in into Zomentum
  • Click on the Documents icon on the left navigation menu.
  • Click on the down arrow beside the ‘+New’ button in the upper right corner.
  • Click on Browse Template.
  • Under Custom Templates, select the template of your choice and click on Create Document.
  • Add the name of the document, choose the client, recipient, and tax region, and click on Create Document.
  • A replica of the template is generated.
  • As soon as the document is created, click on the ellipsis beside the Send Document button.

Click on the Download Document option to download the PDF version of the file. This process ensures you have a professional, customizable quote template at your fingertips.

What is the difference between a job estimate and a quote?

The key difference between a quotation and an estimate is that a quotation is an agreed fixed price, while an estimate is an approximate price that may change. An estimate is often used when exact details are unavailable, or the scope of work is uncertain. In contrast, a quote is detailed and binding, meaning the price is unlikely to change unless there are significant alterations to the scope of work.

What is a quotation template?

A quotation template is a customizable framework that businesses use to provide potential customers with cost estimates, pricing details, and specific terms for their offerings. It quickens the delivery of this information and enhances the customer’s understanding of your offer. 

A job quote template typically includes descriptions of items, quantities, unit prices, material costs, payment terms, and company contact information. Using a quote template from Zomentum instead of creating an Excel template ensures professionalism and consistency in your quote creation process.

What are the key elements to include in a free quote template?

Key elements that should be included in a free quote template are the business name, contact information, quotation number and date, client information, price setting worksheet, estimating demand, competition analysis, pricing and market share, and strategy and policies. 

Remember, you can download our free quote template, which features all these essential sections and start preparing impressive quotes right away.

Is the quote a formal contract between the parties?

A professional quote is not a formal contract. It outlines the proposed terms and pricing for goods or services, essentially serving as an offer. Under contract law, only offers are considered legally binding, and a quote does not fall into this category. It serves as a foundation for negotiation and agreement but only creates legal obligations once it is accepted and formalized into a contract.

How do you prepare a price quote for a buyer?

Preparing a business quote requires several steps. First, you need to clearly outline the products or services being offered, such as construction projects, catering, or cleaning services. Then, you must include detailed descriptions and quantities for every service or product. Finally, costs should be accurately calculated, taking into consideration material costs, labor, and overhead. 

Pricing should be presented clearly with unit costs and totals. Payment terms, delivery or completion dates, and any applicable taxes or fees should also be included. Creating a quote from scratch is a big hassle, why not save your time and effort by downloading our quote template and focusing on building strong customer relationships instead?

How do you create a quote template?

Creating a generic quote template involves the following steps

  • Select a software or platform for designing your template. You can use Google Sheets, Microsoft Excel, or any other spreadsheet software for an Excel quote template.
  • Then, essential elements such as your company logo, contact information, and quote number format need to be defined. 
  • Sections for item descriptions, quantities, unit prices, and total costs should also be created. This is where you list products for clarity.
  • Terms and conditions and a signature box should be included. 
  • Ensure that the template’s appearance aligns with your brand. 

But why go through all this when you can download our ready-to-use free quote template? Save time and effort with our template and impress your clients with your professionalism.

Does Zomentum offer free quote templates?

Yes, Zomentum offers a variety of free templates to streamline your sales process. Our extensive template library caters to diverse business needs, providing you with professionally designed options to create compelling and accurate quotes. These templates can be easily customized to align with your brand identity and specific requirements, saving you valuable time and effort.

Invest your time in building client relationships,
not crafting sales proposals.

85%

Average Win Rate on Proposals

3mins

Build Quote with our AI Module

34%

Jump In Conversion Rate

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What our Customers say about us

No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your

"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."

Daniel Shone
Managing Director – Apex Computing Services

"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."

Perry Ashby
CEO, Urban Network

"The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms."

Robert Picard
VP & COO, Demand ITS Inc

"Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."

Jason Kemley
Director, Uptime Solutions

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