ClauseryFree price quote template (quotation, Word)
A price quote for a job or an order: a quote number and the date it expires, a description of the work, itemized prices with an optional discount and tax, what is not included, an optional timeline and deposit, and a line for the customer to sign and accept.
Does the maths for you: fill it in online and the line amounts, subtotal, tax and total are calculated as you type.
No sign-up. Your answers stay in your browser. Who it is for: Contractors, tradespeople, agencies and freelancers who price jobs before they start and want the customer's acceptance in writing.
Updated · Word (.docx) · Free to use and adapt
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What is in the price quote
- Quote number, date and expiry date
- Customer details
- Description of the work
- Itemized prices: quantity, rate and amount
- Optional discount and tax, and the total
- What is not included
- Optional start and completion dates
- Optional deposit, and when the balance is due
- Acceptance signature
Read the full template
This is the complete wording. [Labels] are filled in from your answers, and highlighted text only appears when it applies; hover over it to see when.
[Business or trading name] [Business address] [Email] | QUOTE Quote number: [Quote number] Date: [Quote date] Valid until: [Valid until] |
PREPARED FOR
[Customer name]
[Customer address]
THE WORK
[The work being quoted]
Description | Qty | Unit price | Amount |
|---|---|---|---|
| Repeated for each line item | |||
[Description] | [Quantity] | [Unit price] | [Amount] |
Subtotal | [Subtotal] |
Discount | −[Discount amount] |
[Name of the tax] ([Tax rate (%)]%) | [Tax] |
Total | [Total] |
Deposit due on acceptance | [Deposit] |
TERMS
- This quote is a fixed price for the work described above. Work that is not described, or changes you ask for after acceptance, will be quoted separately before it is done.
- This quote does not include: [Not included].Anything not listed above is not included.
- Work is expected to start on [Start date] and to be completed by [Completion date], provided the quote is accepted by [Valid until].We will agree start and completion dates with you when you accept.
- A deposit of [Deposit] is due on acceptance, and the balance is due [When the balance is due].Payment is due [When the balance is due].
- Prices are valid until [Valid until]. After that date, please ask us to confirm the price before you accept.
ACCEPTANCE
To accept this quote, sign below and return it to [Email], or reply in writing quoting [Quote number].
Accepted by: ____________________________ Name: ______________________ Date: ______________
For [Customer name]
The questions you answer
Clausery turns the template into a short questionnaire. Optional parts only appear when they apply, and anything marked Calculated for you is worked out from your other answers.
| Question | Type | Asked when |
|---|---|---|
| Business or trading name | Short text | Always |
| Business address | Long text | Always |
| Always | ||
| Quote number | Short text | Always |
| Quote date | Date | Always |
| Valid until | Date | Always |
| Customer name | Short text | Always |
| Customer address | Long text | Always |
| The work being quoted | Long text | Always |
| Quote items For each item: Description, Quantity, Unit price, Amount | Repeating group | Always |
| Subtotal | Calculated for you | Always |
| Give a discount | Yes / no | Always |
| Discount amount | Money | If “Give a discount” is yes |
| Add sales tax or VAT | Yes / no | Always |
| Name of the tax | Short text | If “Add sales tax or VAT” is yes |
| Tax rate (%) | Number | If “Add sales tax or VAT” is yes |
| Tax | Calculated for you | If “Add sales tax or VAT” is yes |
| Total | Calculated for you | Always |
| List work that is not included | Yes / no | Always |
| Not included | Long text | If “List work that is not included” is yes |
| Give start and completion dates | Yes / no | Always |
| Start date | Date | If “Give start and completion dates” is yes |
| Completion date | Date | If “Give start and completion dates” is yes |
| Ask for a deposit | Yes / no | Always |
| Deposit | Money | If “Ask for a deposit” is yes |
| When the balance is due | Long text | Always |
How to use it
Open it
Click Fill it in now. The template opens in Clausery with its questionnaire ready.
Answer the questions
Work through the sections. Drafts save as you type, on your device.
Download the document
Get a finished Word file with your formatting intact, or print it to PDF.
Prefer to start from your own wording? Download the Word file, edit it, keep the {tags}, and upload it to Clausery. See the template syntax.
Questions
Is a quote legally binding?
A quote is an offer. Once the customer accepts it, for example by signing it, it usually becomes a contract at the quoted price for the work described. That is why the template lists what is not included and gives a date the quote expires.
What is the difference between a quote and an estimate?
A quote is a fixed price for defined work. An estimate is an informed guess that can change as the work goes on. If you cannot fix the price, call the document an estimate and say how you will tell the customer about changes.
How long should a quote be valid?
Long enough for the customer to decide and short enough that your costs will not change: 14 or 30 days is common, and less when material prices move quickly.
Is it really free?
Yes. The download is free, and filling it in with the Clausery app is free too, with unlimited documents. Library templates never count towards a plan limit, and no account or card is needed.
Is my information uploaded anywhere?
No. Clausery runs entirely in your browser. Your answers and the finished document are created and stored on your own device.
Is this legal advice?
No. These are general samples. Laws differ between countries and states, so have the wording reviewed for your situation before you rely on it.
Clauses in this template, explained
Guide: Quote vs estimate vs invoice: what is the difference?
Free tool: Deadline calculator: the date a quote expires
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This template is a general sample and not legal advice. Laws vary by jurisdiction; have it reviewed before use.