Skip to main content

Formats and completed examples

Quotation Format

Download quotation formats in Word, Excel and PDF with item prices, scope, validity and delivery terms. The completed offer quotes twelve display boards and artwork setup for INR 4,800.

Choose a file to download

Small businesses preparing their own offers for goods or services.

On this page
  1. Download a file
  2. Completed example
  3. What to fill in
  4. Keep the proposed status visible
  5. Make scope changes visible
  6. Review before sending
  7. Choose Word or Excel for the quotation
  8. Send a short quotation cover email
  9. Common questions

At a glance

  • State what the price includes and how long the offer is valid.
  • The Excel workbook calculates item amounts; enter delivery and payment terms as text.
  • Keep the customer’s acceptance or purchase order with the quotation.

Download your format

Files are in English. Choose the version you need below.

Blank template — DOCX

Editable Word document. Enter and check amounts manually; totals do not recalculate.

Download DOCX38 KB · A4 · Enter and check totals yourself

Blank template — PDF

Print-ready fixed document. It has no fillable form fields.

View PDF previewDownload PDF7 KB · A4 · No calculations needed

Blank + example workbook — Excel

Includes Blank, Example and Instructions sheets. Formulas and fixed entry limits are documented inside.

Download XLSX11 KB · A4 · Includes calculations

Worked example — DOCX

Editable Word document. Enter and check amounts manually; totals do not recalculate.

Download DOCX38 KB · A4 · Enter and check totals yourself

Worked example — PDF

Print-ready fixed document. It has no fillable form fields.

View PDF previewDownload PDF7 KB · A4 · No calculations needed

A completed example

Quotation — original fictional example
DescriptionQuantityRate (INR)Amount (INR)
Printed display board12350.004,200.00
Artwork setup1600.00600.00

Fictional example. Use the figures only to follow the document and calculation.

What to fill in

Fields, instructions and illustrative entries
FieldWhat to enterExample
Offer reference and validitySeparate the quote date from the date until which the offer is open.QT-EX-018; valid through 26 September 2026
ScopeDescribe exactly what the price includes.12 printed display boards
Price basisUse quantity/rate or a clearly identified fixed fee.12 × INR 350
TermsState your actual delivery and payment proposal; do not insert stock terms that have not been agreed.Delivery proposed within 7 working days after confirmation

Keep the proposed status visible

A quotation communicates an offer. Do not present it as an issued invoice, an accepted purchase order or a payment receipt.

Make scope changes visible

The example proposes twelve boards and a separate artwork fee, totaling INR 4,800. A change in quantity or artwork scope should trigger a review of the offer and its reference/version.

Review before sending

  1. List the included goods or services and what is excluded.
  2. Check rates, quantities, validity and delivery proposal.
  3. State tax treatment only after reviewing the actual supply.
  4. Save the issued offer and record any acceptance separately.

Choose Word or Excel for the quotation

Use Excel for the ten quantity-and-rate rows and calculated total. Use Word to adjust labels or write a longer scope, checking amounts manually. The A4 PDFs are fixed blank and completed examples. The short cover email below can accompany your edited quotation.

Send a short quotation cover email

Quotation for review

Subject: Quotation [reference] — [project or supply]

Hello [name],

Please find our quotation [reference] for [scope]. The proposed amount is INR [amount], with the inclusions, exclusions and validity date shown in the quotation. Please review those details and let us know whether you need any changes. We will confirm acceptance and scheduling separately.

Regards,
[name / business]

Common questions

Does a quotation prove the customer ordered?

No. Keep the customer’s actual acceptance or order record separately.

Does OnlineBiller send the quotation?

No. Download the document and use your own communication process.