How to make a quotation using quotation template?

You can easily create a quotation using Refrens quotation template, you just have to add some details on the template: 1. The name, address, logo, and other vendor details. 2. Same as vendor details add buyers' information. 3. Fill out the product or service name with a description. 4. Add quantity or hours worked with your price or hourly rate. 5. Clearly define the terms & conditions on the quotation. 6. Sign of an authorized person.

What must be included in a quotation template?

Quotation template must include: 1. Quotation at the top of the document. 2. Quotation number and date. 3. Logo of the company. 4. Seller details with all relevant information. 5. Buyer details with name and address, contact number. 6. Product name, quantity, and rate. 7. Terms and conditions. 8. Accepted mode of payments. 9. Signature.

Can I customize the quotation template?

Yes, you can customize Refrens quotation template by adding the logo, custom fields and columns, or by hiding the irrelevant columns. You can also change the color of the quotation, add letterhead at the top of the quotation.

What are the different quote templates?

Using our quotation template, you can create quotations in Excel and Word Format. Different types of templates include the freelance quote, service quote, price quote, business quote and construction quote templates.

Quotation Format in Word, Excel - FREE Quote Templates

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Free quotation format in Word — download & customise

Looking for professional Word quotation templates? Download our quotation templates in Word format to streamline your business process.

Simple Quotation Format Word

Business Quotation Template Word

Sales Quotation Format Word

Quotation Format Word Free Download - Sales

Service Quotation Template Word

Quotation Format Word - Service Template

Freelance Quotation Template Word

Quotation Template Word - Freelance Format

Product Quotation Format Word

Quotation Template Word - Product Quotation Format

Price/Rate Quotation Template

Quotation Format Word - Price Quotation Template

Security Quotation Format Word

Quotation Format Word - Security Template

Free quotation format in Excel

Looking to create accurate and organized quotations? Download our quotation templates in Excel format to simplify your quoting process.

Photography Quotation Format Excel

Quotation Format Excel - Photography Template

Solar Quotation Format Excel

Quotation Format Excel - Solar Quote Template

Labour Quotation Format Excel

Quotation Format Excel - Labour Quote Template

Scrap Quotation Format Excel

Quotation Format Excel - Scrap Quote Template

Digital Marketing Quotation Template Excel

Quotation Format Excel - Digital Marketing Quote Template

Packers & Movers Quotation Template Excel

Quotation Template Excel - Packers and Movers Format

Create & download quotation in PDF format

Quotation Details

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Quotation Details

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What is a quotation template and why does it matter?

A quotation template helps businesses create professional quotations quickly and consistently. It includes important details like pricing, project scope, taxes, payment terms, delivery timelines, and client information in a structured format. Businesses use quotation templates to avoid manual errors and maintain clear communication with clients.

A professional quotation format matters because a quotation is often the first official business document a client receives. Clients judge your professionalism based on how clearly you present your pricing and services. A well-structured quotation template improves trust and increases the chances of closing deals faster.

Many businesses start by creating quotations in Word, Excel, Google Docs, or Google Sheets. These tools look simple and familiar, but they lack important business functions like quotation tracking, reminders, approval status, and centralized management. They work for basic documentation, but they do not help businesses manage quotations efficiently as sales increase.

When I started my business, I handled every lead personally. Once clients shared their requirements, they expected a professional quotation immediately. That process felt stressful because I did not know what a proper quotation format should include. I spent hours researching quotation examples, templates, and structures before I finally understood how to create a professional quotation.

That experience taught me one important lesson. A quotation does more than show pricing. A quotation defines the project scope, materials, timelines, terms, and expectations before work begins. A poorly structured quotation creates confusion, while a professional quotation template creates confidence.

Initially, I used quotation templates in Word and Excel format. They worked well for creating basic quotations. Later, I realized that creating quotations is only one part of the process. Businesses also need to track quotations, follow up with clients, monitor approvals, and measure conversion rates. Manual templates cannot handle these tasks efficiently.

Quotation management software solves these problems by automating repetitive work. Instead of spending hours formatting documents manually, businesses can create quotations faster and focus more on sales, operations, and client communication. Software also helps businesses maintain records, set reminders, and track quotation status in one place.

That does not mean Word or Excel quotation templates are useless. Many freelancers, solopreneurs, consultants, and small businesses still prefer quotation templates in Excel and Word because they are simple and familiar. Some businesses also avoid software because of pricing concerns or limited feature availability.

To support both types of users, Refrens offers free quotation templates in Word, Excel, and PDF format. Businesses can download quotation templates without paying anything. Users can access multiple quotation formats for different industries and business use cases.

Businesses that want additional features like quotation tracking, reminders, client management, and automation can also use Refrens quotation software. The platform offers a free starter plan for small businesses and freelancers who want a simple way to manage quotations online.

If you still prefer templates, Refrens also provides a dedicated quotation template collection for different professions and industries. Users can download Word and Excel quotation templates without signing up. Users only need an account if they want to download quotations in PDF format.

Now let’s understand how you can download and use quotation templates in Word, Excel, and PDF format from Refrens.

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How to create a quotation in Word template?

Creating a quotation in Word becomes simple when you use a ready-made quotation template. A professional Word quotation format helps businesses save time, maintain consistency, and create accurate client quotations without starting from scratch.

Step 1: Search for Refrens Quotation Template in Word

Open Google and search for “Refrens quotation template in Word.” You will find the Refrens quotation template page in the search results. Open the page to access free quotation templates in Word format.

Step 2: Open the Word Format Section

Scroll down the page until you find the Word Format section. This section contains multiple quotation templates for different business categories and industries. You will find simple quotation templates, service quotation formats, business quotation templates, and profession-specific quotation formats.

Step 3: Choose the Right Template

Browse the available quotation templates and select the design that matches your business needs. Freelancers, consultants, agencies, service providers, and small businesses can choose templates based on their profession or service type. If you do not find an industry-specific quotation format, you can select a simple quotation template and customize it later.

Step 4: Download the Word Quotation Template

Click on the quotation template you want to use. The Word quotation template will download instantly to your system. Refrens allows users to download Word quotation templates without sign-up. This process saves time and helps businesses access professional quotation formats quickly.

Step 5: Edit and Customize the Quotation Format in Microsoft Word

Open the downloaded quotation template in Microsoft Word. Add your company name, business logo, client information, quotation number, pricing details, taxes, and payment terms. You can also modify fonts, colors, tables, and sections based on your branding requirements. Word quotation templates give businesses complete editing flexibility. Businesses can customize the quotation format for services, products, project-based work, website development, advertisement services, or B2B sales quotations.

Step 6: Convert the Word Quotation Into PDF

After completing the quotation, click on File and select Export. Then choose the Create PDF option. A PDF quotation format looks more professional and prevents accidental editing when you share the quotation with clients. Once the PDF gets created, your quotation is ready to send through email or WhatsApp.

Why businesses use Word quotation templates?

Many freelancers, consultants, agencies, and small businesses prefer Word quotation templates because they are simple to edit and easy to use. Businesses can quickly update pricing, client details, terms, and project scope without technical knowledge. A quotation template in Word also helps businesses maintain consistency across all client quotations. Clients receive a clean and professional document every time.

Word quotation templates work well for:

Freelancers
Service providers
Marketing agencies
Website development companies
Consultants
Small businesses
Sales teams

Businesses can use these quotation formats for service quotations, website development quotations, advertisement quotations, and B2B quotations.

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How to create a quotation in Excel template?

Step 1: Open the Excel Format Section

Scroll down until you find the Excel Format section. This section contains professionally designed quotation templates that are already formatted and ready to use. You do not need to create tables, formulas, or layouts manually because the templates already include those structures.

Step 2: Choose the Excel Quotation Template

Browse the available quotation formats and choose the template that matches your business needs. Refrens provides quotation templates for freelancers, service businesses, agencies, consultants, sales teams, and other industries. If you do not find an industry-specific quotation template, you can download a blank quotation format or sample quotation template and customize it easily.

Step 3: Download the Excel Quotation Format

Click on the quotation template you want to use. The Excel file will download instantly to your computer. You can download Excel quotation templates from Refrens without creating an account. This process helps businesses access professional quotation formats quickly.

Step 5: Edit the Excel Quotation Template

Open the downloaded quotation template in Microsoft Excel or Google Sheets. Add your company details, client information, quotation number, pricing, taxes, discounts, quantities, and payment terms. Excel quotation templates include built-in formulas that automatically calculate totals and taxes. This setup reduces manual calculation errors and saves time. Businesses can also customize the quotation format by adding company logos, additional notes, terms and conditions, or project details.

Step 6: Export the Quotation to PDF

After completing the quotation, export the file as a PDF. This format looks professional and keeps the quotation layout fixed when you share it with clients. You can now send the quotation through email, WhatsApp, or any preferred communication channel.

Why businesses use excel quotation templates?

Many businesses prefer Excel quotation templates because Excel handles calculations efficiently. Businesses that manage multiple products, pricing structures, taxes, or discounts often use Excel quotation formats for better accuracy.

Excel quotation templates help businesses:

Calculate totals automatically
Manage taxes and discounts easily
Organize item-wise pricing
Reduce manual errors
Create print-ready quotations
Customize quotations quickly

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Word vs Excel vs PDF quotation template - Which one is right for you?

The right quotation format depends on how your business works. Some businesses need flexibility, some need calculations, and some only need a professional document to send to clients.

Here’s how you can decide which quotation template works best for your business.

Choose Word quotation template if you want easy editing

A Word quotation template works best for businesses that want flexibility and simple customization.

You should use a Word quotation format if:

You frequently edit layouts and content
You want to customize fonts, colors, and sections
You create service quotations or project-based quotations
You prefer a simple and beginner-friendly format
You want a quotation template that feels easy to manage

Freelancers, consultants, agencies, and service providers often prefer Word quotation templates because they are simple to edit and quick to customize. A Word quotation format also works well for website development quotations, marketing quotations, and creative service quotations.

Choose Excel quotation template if you need calculations

An Excel quotation template works best for businesses that handle item-wise pricing, taxes, discounts, quantities, or multiple calculations.

You should use an Excel quotation format if:

You manage product pricing regularly
You need automatic calculations
You work with GST, taxes, or discounts
You create detailed sales quotations
You want better pricing accuracy

Excel quotation templates include formulas that automatically calculate totals, taxes, and discounts. This setup reduces manual calculation errors and saves time. Retail businesses, wholesalers, distributors, sales teams, and product-based businesses often prefer Excel quotation formats.

Choose PDF quotation format if you want a professional final document

A PDF quotation format works best when you want to send a finalized quotation to clients.

You should use a PDF quotation if:

You want a professional-looking quotation
You do not want clients to edit the document
You want the layout to stay fixed across devices
You send quotations through email or WhatsApp
You want a print-ready quotation format

Most businesses create quotations in Word or Excel first and then export them into PDF format before sharing them with clients. A PDF quotation format improves presentation and keeps the quotation structure consistent.

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How to create a quotation in PDF format?

Now, there are two main ways to create a quotation in PDF format. But trust me, only one of them is actually worth your time.

Option 1: Downloading random PDF templates online

You can visit websites that offer free PDF quotation templates. But honestly, this is the worst way to create quotations.

Here’s why? Editing a PDF isn’t simple. Unlike Word or Excel, you can’t just open and start typing. You need special software that lets you edit PDFs, and if you don’t have it, you’re stuck. Even a small change becomes a struggle.

So, if you want my advice, skip this method completely. Instead, let’s talk about a much better option.

Option 2: Using Quotation Software like Refrens (recommended)

Refrens makes the process simple, fast, and professional. You can create, edit, download, share, manage and track your quotation in PDF format - all in one place.

Here’s how you can do it step by step:

1. Visit the Refrens Quotation Page.

2. On the page, you’ll see a pink button labeled “Create Your First QUOTE.”

Click it. A ready-to-use quotation template will appear on your screen.

3. Fill in Your Quote Details

a) Title: Add a title like “Quote” or “Quotation.” You can also personalize it, for example, “ABC Quote.”

b) Header: Include your quotation number, date, and company logo. You can even add custom fields if needed.

c) Quotation From and To: Fill in your company details under “Quotation From” and your client’s details under “Quotation To.”

d) Line Items: Add product or service names, descriptions, quantities, rates, and totals.

e) Footer Details: Include terms and conditions, notes, signatures, or attachments.

4. Review and Save

Once you’ve filled everything, review your quote carefully. Click “Save and Continue.” If you’re not signed up yet, a popup will appear. Click “Sign Up Now” to register.

5. Download Your Quotation in PDF

After signing up, you’ll be redirected to a review page. Here, you can see your completed quotation and click “Download” to get it in PDF format.

6. Share Your Quotation

You can send it directly to your client using Refrens’ built-in email option. The client will receive two versions - an online view and a downloadable PDF. The PDF looks clean, professional, and is print-ready.

Creating quotes in PDF doesn’t have to be complicated. With Refrens, you can go from start to finish in just a few clicks with no extra software, no manual work.

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Features of Quotation Templates

Customized TemplatesEasy to customize templates as per the requirement. No need of entering the details again and again. Add multiple custom columns and fields.

Customized ColorsSelect from a variety of colors. Refrens provide 250+ colors for your quotation template along with margin and print format.

Keep RecordsNo need of searching for the quotation on computer. Easy to manage and track all your quotations at one place on Refrens.

Quotation to InvoiceOne click conversion to invoice using quotation. No need of creating the invoice from scratch.

Track Your QuotationsSend quotation via mail and check whether your client opened your quotation or not.

Schedule Your EmailSchedule your email for the future date and send quotation to your client on time even when you are not working.

Countries SupportedRefrens quotation template support more than 150+ countries and currencies, even the rarest of the rare.

Upfront SupportGet live support from our experienced support executive. We are available on chat and on WhatsApp.

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Why use Refrens accounting software?

Refrens accounting software helps you manage your entire business from one place. It is more than just an invoicing tool. It is a complete accounting solution built for modern businesses.

You can create and manage invoices easily.Generate, manage and track GST invoices and bills, e-invoices with IRN and QR codes, and even eWay bills eWay bills, within seconds. There is no need to switch between multiple portals or tools.

Every document you create on Refrens can be converted with a single click. You can turn a quotation into an invoice or an invoice into a delivery challan in seconds. This saves time and keeps your records clean and connected.

Refrens also gives you the power of cloud accounting, so you can access your books anytime and from anywhere. It supports a dual-entry system and includes bank reconciliation, GST reconciliation, and GST return reports to make compliance easy.

You can add multiple users to your account, assign roles and permissions, and control who can access what. This makes collaboration smooth and keeps your financial data secure.

Refrens helps you stay accurate, compliant, and organized while saving time on every task.

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Advantages of Using Refrens Quotation

1. Time Efficiency: Creating quotes from scratch every time can be time-consuming. Using a pre-designed quote template in Word allows you to quickly input the necessary details and generate a professional-looking quote in minutes. This saves valuable time that can be better spent on other critical business activities.

2. Consistency: Consistent formatting is essential for maintaining a professional appearance. A quotation template ensures that all your quotes look uniform, enhancing your brand's credibility and reliability. Clients will recognize your professionalism with every interaction.

3. Accuracy: Templates help minimize errors by providing a structured format for entering data. This reduces the risk of overlooking essential information or making calculation mistakes, especially when using a quotation template Excel, which can include automatic calculations. Accurate quotes help build trust with clients.

4. Professionalism: A well-designed quote template presents your business as organized and professional. It shows clients that you take their business seriously and are prepared, increasing your chances of securing the deal.

5. Customization: Quote templates can be easily customized to fit your specific business needs. You can add your logo, company details, and personalize the layout to match your branding. This level of customization ensures that your quotes reflect your unique business identity.

6. Simplified Communication: Using a standardized quotation template in word makes it easier for clients to understand your offer. Clear and consistent formatting helps in conveying all necessary information without confusion, ensuring smooth communication.

7. Ease of Use: Many quote templates come with pre-filled sections that only require you to input the variable details. This ease of use ensures that even those who are not tech-savvy can create professional quotes. User-friendly templates can be a valuable asset for small businesses and startups.

8. Enhanced Record Keeping: Maintaining records of all quotes sent to clients is essential for tracking business activities. Quote templates can be saved digitally, making it easier to archive and retrieve them when needed. Organized records are crucial for financial management and auditing purposes.

9. Scalability: As your business grows, the volume of quotes you need to send out may increase. Using a quotation template excel can help manage larger datasets efficiently, making scalability more manageable. This ensures that your quoting process can grow with your business without causing bottlenecks.

10. Legal Protection: A detailed and well-structured quote template can protect your business legally. It ensures that all terms, conditions, and prices are clearly stated, reducing the potential for disputes. Clear documentation of agreements is essential for legal compliance.

11. Quick Conversions: Our software allows you to convert quotes into invoices with just one click. This feature is particularly useful for maintaining workflow continuity and speeding up the payment process, improving cash flow management.

12. Better Client Relationships: Prompt and professional quotes can improve client satisfaction. Clients appreciate quick responses and clear information, which can lead to stronger business relationships. Satisfied clients are more likely to return and recommend your services to others.

13. Accessibility: Having your quote templates in multiple formats like Word, Excel, and PDF ensures that you can access and share them across different devices and platforms without compatibility issues. This flexibility allows you to work efficiently from anywhere.

14. Cost-Effective: Investing in high-quality quote templates can save money in the long run by reducing the time and resources spent on creating quotes manually. This efficiency can translate into cost savings for your business. Streamlining your quoting process can lead to better financial management.

15. Environmentally Friendly: Using digital quote templates reduces the need for paper, contributing to environmental sustainability. It also simplifies the process of sharing quotes electronically, which is faster and more eco-friendly. Going green can enhance your company's reputation.

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Refrens offers free profession-wise quotation templates in Word and Excel

1. Simple quotation template (available in Word and Excel)

As a business owner, your success depends on how well you connect with potential clients. And one of the first things that helps you make that connection is a well-crafted quotation.

Your quotation shouldn’t just look good. It should also be simple to read, easy to understand, and clear about what you offer. That’s exactly why I recommend using the templates above. They’re built to help you create quotations that look professional without spending hours on formatting.

This free template, available in both Word and Excel, is a great starting point to pitch your products or services confidently. You can quickly edit the fields, add your details, and send it to clients all within minutes.

2. Sales quotation template (available in Word and Excel)

If you’re a freelancer, contractor, or business owner, you already know how important a sales quotation is. Think of it as your silent salesperson as it helps you close deals, build trust, and look professional without saying a word.

A sales quotation template is a must-have in your business toolkit. It clearly outlines what you’re offering, how much it costs, and under what terms. That’s the foundation of every transparent business relationship.

The main section of a sales quotation highlights the total price of your product or service. This ensures both you and your client agree on costs and expectations right from the start.

These templates include all the key details — item names, quantities, rates, discounts, taxes, and totals. And yes, they’re easy to edit, read, and share.

By presenting your prices clearly, you show your clients that you value clarity and professionalism. That small step can make a big difference in winning more projects and building long-term partnerships.

So don’t wing it. Use a well-structured sales quotation template that reflects your brand and confidence because the first impression always counts.

3. Service quotation template (available in Word and Excel)

If you run a service-based business, you know how important it is to send quotes quickly and professionally. Whether you provide cleaning, IT, housekeeping, call center, or catering services, having a ready-to-use quotation template can save you hours of manual work.

That’s exactly what Refrens service quotation template does. It’s available in both Word and Excel formats, making it easy for you to customize based on your business needs.

You can add your logo, update prices, or modify the layout to match your brand. Within minutes, you’ll have a professional quote ready to send to your client.

Once you’ve filled in the details, simply download it and share it directly. No formatting struggles, no complicated setup, just a clean and polished quote that looks professional from the start.

Don’t let messy paperwork or slow processes hold you back. Download the service quotation template today and create quotes that impress your clients and help you close deals faster.

4. Price/Rate quotation template (available in Word and Excel)

Pricing quotes can take a lot of time if you start from scratch every time. That’s why having a reliable and accurate price quotation template makes life much easier.

We’ve created one that you can easily customize to match your business needs. Just edit the pricing section, adjust the details, and you’re good to go.

The best part? The template comes with auto-calculated fields, so you don’t have to waste time manually calculating totals. You can focus on what matters most - delivering great service to your clients.

Refrens price quotation template is built for both efficiency and professionalism. It helps you create clean, well-organized quotes that instantly make your business look credible and trustworthy.

No need to design one from scratch or worry about messy layouts. Just download the template, fill it in, and send it out. Try it once, and you’ll see how much time it saves while helping you win more clients.

5. Business quotation template (available in Word and Excel)

Every professional business needs quotes that look polished and consistent. That’s where a business quotation template helps you stand out.

By adding your company logo, brand colors, or letterhead, you can make every quote look professional and aligned with your brand identity. It’s a small detail, but it creates a strong first impression.

A good business quote template doesn’t stop at listing product or service costs. It also includes labor charges, taxes, and discounts, giving your client a clear understanding of the total project value. That clarity helps them make quicker, more confident decisions.

Your business quotation template should also include clear terms and conditions. This section sets the right expectations and protects your business interests, so you can focus on delivering great work without worrying about misunderstandings later.

So don’t rely on random, generic templates that fail to reflect your brand. Download a Refrens customized business quotation template that showcases your professionalism and helps you close deals faster.

6. Freelance quotation template (available in Word and Excel)

Freelancers know the value of time better than anyone else. When you’re juggling multiple clients and deadlines, you need a quick, reliable way to send accurate quotations.

That’s exactly where the freelance quotation template comes in. It’s designed to help you create clear, professional quotes in minutes. Unlike generic templates, this one includes a dedicated column for hourly pricing. That means you can estimate project costs based on the number of hours you plan to work, ensuring fair and transparent pricing for both you and your client.

Whether you’re a designer, writer, developer, or consultant, this template helps you showcase professionalism while keeping your pricing accurate. Your time is your most valuable resource so use it wisely. With Refrens freelance quotation template, you can skip the formatting hassle, send quotes faster, and focus on what you do best: delivering great work.

7. Construction quote template (available in Excel and Word)

Creating a quotation in the construction business takes time and precision. You need to account for raw materials, labour costs, and every small detail that goes into the project.

That’s why a construction quotation template helps simplify the process. It gives you a clear structure to list materials, quantities, costs, and timelines in one place.

Accuracy is everything in construction. A detailed quote not only helps you calculate costs correctly but also builds trust with clients. When clients see clear, itemized pricing, they’re more likely to choose your business.

The construction quotation template in Excel makes this process even easier. It comes with built-in formulas to handle complex calculations automatically. You can quickly estimate costs, adjust quantities, and generate a professional quote without starting from scratch each time.

Whether you’re a contractor, builder, or project manager, using Refrens construction quotation template ensures every quote you send is consistent, transparent, and professional.

It saves time, reduces manual errors, and reflects your business’s commitment to quality and precision.

8. Product quotation template (available in Word and Excel)

A product quotation template helps businesses that sell goods share clear and professional quotes with customers. It’s available in both Word and Excel formats, making it easy to create, customize, and send detailed quotations quickly.

Product Quotation Template in Word

The Word format works best when you need a clean and branded document to send directly to clients. It usually includes:

Company details: Name, address, contact number, and email.

Quotation number and date: For easy tracking and reference.

Customer details: Client’s name, address, and contact information.

Product descriptions: Name, quantity, and specifications of each item.

Pricing: Unit price, total cost, and applicable taxes.

Payment terms: Accepted payment methods, due dates, and discounts.

Validity period: How long the quotation remains valid.

Terms and conditions: Delivery timelines, warranty, or return policies.

Closing note: A short thank-you message to keep the tone professional and friendly.

Product Quotation Template in Excel

The Excel version is perfect for faster calculations and bulk entries. You can:

Add products, quantities, and unit prices in structured columns.
Use built-in formulas to calculate totals and apply discounts automatically.
Adjust prices or quantities instantly without redoing the entire quote.

This format is ideal for businesses that prepare multiple quotations daily. It helps maintain consistency, accuracy, and a professional presentation every time.

Whether you use Word or Excel, Refrens product quotation template saves time, reduces manual effort, and helps you create quotes that look polished and reliable.

9. Security quotation format (available in Word and Excel)

Refrens security quotation template helps security service providers create clear, professional, and consistent quotes for clients. It is available in both Word and Excel formats, allowing you to choose the one that fits your workflow best.

Security Quotation Template in Word

The Word version includes all key sections needed for a polished quotation:

Company information: Name, address, and contact details.

Client details: Name, address, and contact number.

Service breakdown: List of security services offered, such as guards, patrols, or monitoring.

Pricing: Clear rate details for each service, including totals.

Payment terms: Accepted payment methods and due dates.

Terms and conditions: Any policies or conditions related to the services provided.

Using a Word-based template makes it easy to fill in client-specific details and maintain a professional layout. It ensures every quotation looks consistent and branded.

Security Quotation Template in Excel

The Excel format simplifies calculations and is ideal for service providers who prepare multiple quotes daily. You can:

Add service descriptions, units, and rates in structured columns.
Use formulas to calculate totals automatically.
Adjust rates or service quantities instantly.

This version helps you reduce manual errors, save time, and present accurate pricing.

10. Contractor quote template (available in Word and Excel)

Refrens contractor quotation template helps contractors and construction professionals create accurate and organized quotes for clients. It is available in both Word and Excel formats, each serving a specific purpose.

Contractor Quote Template in Excel

The Excel version is a ready-to-use spreadsheet designed for contractors. It helps you manage key project details such as:

Material costs
Labor charges
Project timelines
Payment terms
Tax and discount calculations

Excel templates are fully customizable. You can edit columns, add your company details, and modify formulas as needed. The built-in formulas automatically calculate totals and taxes, saving time and reducing errors.

This version is ideal for contractors who handle multiple projects and need precise cost estimates and organized records. It also helps track project budgets and streamline communication with clients.

Contractor Quote Template in Word

The Word format provides a professional layout to present your quotation to clients. It includes sections for:

Contractor and client information
Project description
Scope of work
Cost breakdown
Terms and conditions

Using a Word-based template ensures your quotations look polished and professional, reflecting your brand identity and credibility.

11. Photography quotation format (available in Word and Excel)

Refrens photography quotation template helps photographers send detailed pricing estimates to clients for events, portraits, or commercial shoots.

In Word format, you can easily customize sections for:

Photographer and client information
Event or shoot details
Equipment or service breakdown
Pricing, discounts, and taxes
Terms and payment details

The Excel format is useful for automatically calculating totals. You can quickly adjust rates for packages, add travel costs, or include hourly rates.

12. Labour quotation format (available in Word and Excel)

Refrens labour quotation template is ideal for contractors, suppliers, or businesses that charge based on labor hours or manpower.

The Excel version helps calculate total labor costs automatically based on hourly or daily rates. You can include:

Worker details and job descriptions
Hourly or daily wages
Total hours worked
Additional expenses like tools or materials

The Word version is great for sending client-ready documents with company branding, terms, and payment details.

13. Scrap quotation format (available in Word and Excel)

Refrens scrap quotation template helps scrap dealers or recycling businesses prepare professional quotations for clients or vendors.

The Word and Excel format includes structured fields for:

Buyer and seller details
Scrap category and quantity
Rate per unit
Transportation or pickup charges

14. Solar quotation format (available in Word and Excel)

Refrens solar quotation template helps solar installation companies create detailed cost estimates for residential or commercial projects.

Refrens template includes sections for:

Company and client details
System size and specifications
Equipment list (panels, inverters, batteries)
Installation and maintenance costs
Payment schedule and warranty terms

15. Digital marketing quotation template (available in Word and Excel)

Refrens digital marketing quotation template helps freelancers, agencies, and marketing firms share professional cost estimates for their services.

Refrens format makes it easy to create branded proposals that include:

Client details
List of services (SEO, PPC, social media, content, etc.)
Duration and deliverables
Pricing and payment terms

The Excel version helps calculate total campaign costs automatically, including retainers, ad spends, and service fees.

16. Packers and movers quotation template (available in Word and Excel)

Refrens packers and movers quotation template helps logistics and transport companies provide accurate moving cost estimates. Refrens format includes:

Client information
Pickup and drop locations
List of items to be moved
Packing, loading, transportation, and unloading charges
Terms and delivery timelines

The Excel version helps calculate total moving costs automatically by factoring in distance, weight, and labor charges.

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Frequently Asked Questions (FAQ)

What is a quote template?

A quote template is a document created by the seller for the potential buyer describing the product or service details that they are going to offer with the price. It is a type of estimate document where the buyer adds all the details related to the product or service like product name, rate, description, applicable tax and discounts. Once the quote is accepted by the buyer, you can easily convert the quote to an invoice with one click.

How to make a quotation using quote template?

Using Refrens quote template, you can easily create quotations in less than a minute. Here is the simple step to create quotes.

Add your business logo to give more professionalism to quotes.
In Quotation From section, add your business details like your business name or freelance name, email, phone etc.
In Quotation For section, add your client's business details.
In line item section, add the product or service name, description, rate, quantity, discount etc.
In the last section, you can add terms & conditions, additional notes and a signature.

What must be included in a quote template?

Quote template must include:

Quote at the top of the document.
Quote number and date.
Logo of the company.
Seller details with all relevant information.
Buyer details with name and address, contact number.
Product name, quantity, and rate.
Terms and conditions.
Accepted mode of payments.
Signature.

Can I customize the quote template?

In Refrens quote template, you can add the business logo, can add custom columns and fields if you want to add additional information on the quotation. There is also a feature to add custom formulas in case if you have multiple column calculations and also you can hide the totals on the quotations.

What are the different quotation formats?

You can create a quotation in Word, Excel, or PDF format, depending on what works best for you.

1. Word Quote Template:

Word is easy to use and available on most systems. You can type your details into a simple document and share it quickly.

Pros:

Familiar and simple
Easy to edit or print

Cons:

Needs manual formatting
No automatic calculation
Errors are easy to miss

2. Excel Quote Template:

Excel gives more flexibility with numbers. You can add formulas for totals and tax.

Pros:

Built-in calculations
Good for price breakdowns

Cons:

Needs spreadsheet skills
Not very visually appealing
Easy to change by mistake

3. PDF Quote Template:

PDF is great for sharing. Once saved, no one can edit the file.

Pros:

Secure and fixed layout
Looks professional

Cons:

Hard to edit
Needs extra tools to create

- Why Refrens Is Better

Refrens gives you the best of all three without the extra work. You get free quote templates that are easy to fill, auto-calculate totals and tax, and can be downloaded in PDF format. You don’t need to design, format, or fix errors. Just enter your details, pick your style (like a freelance quote, service quote, or construction quote template), and send it. It’s faster, more accurate, and looks professional every time.

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