Free Sales Quote Template

What to put on a sales quote

A sales quote turns a price conversation into a document the buyer can take to whoever signs off. List your company details, the buyer and their company, a quote number, the date, and a validity window, then itemize each product with quantity, unit price, and line total. Add shipping and any volume break, and state your payment terms, since a buyer comparing quotes is weighing terms as much as price.

Common line items

A sales quote is built from product lines:

• Each product or SKU, with quantity and unit price
• Volume or bundle discount, shown as a line
• Shipping and handling
• Sales tax, if applicable
• Payment terms, like Net 30 or due on receipt
• The total, fixed for the listed quantities

Quote vs estimate vs invoice

A sales quote is a firm offer for the quantities and window you state, so make both explicit. If the buyer wants more units than quoted, that is a new quote, not the same price scaled up. When they approve, convert the quote to an invoice with your payment terms attached so the order and the bill match exactly.

How to write a quote that gets accepted

Buyers sit on quotes, so the validity date is your friend: it creates a reason to decide before the price expires. Make the quote easy to say yes to with clear line items and terms. A free WaffleInvoice account lets the buyer approve online and converts the quote into an invoice in one click, with online payment built in.