What should you include in a quote template?

A quote template should include spaces for details about your company, the project, and the client that will appear on every quote you create.

Company name
Contact information
Job summary
Total costs
Breakdown of costs (so your client knows exactly what they’re paying for)
Quote number and customer ID
Terms and conditions
Payment schedule and method (e.g., monthly payments)
Expiration date for this offer
Signature line (many templates allow customers to leave e-signatures)
This information will give your potential clients enough insight to make a decision about the project. You can also customize the quote to add special deals that could expire if the client doesn’t sign by a certain date, a limit to the number of revisions you can make before the project is complete, and any supplies or information the client should provide.

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