Business quote template
Create a business quote online
Make a professional quote for a client, preview it and download it as a PDF. Quote to Invoice conversion is a Pro workflow for accepted work.
No account needed to create and download. Sign in only to save, share or keep history.
What is a business quote?
A business quote is a document you send to a client before you start work. It shows what you will provide, how much it will cost and how long the price is valid. It is also called a client quote, customer quote, sales quote or service quote.
Unlike an inspirational quote poster, this is a formal quotation for work. It helps you and your client agree on the scope and price before the work begins.
What should a business quote include?
A professional quote document should show what you plan to provide and what it will cost. IRQDocs gives you the key fields in one simple online quotation maker.
- Your business name, contact details and Tax ID if needed
- Client name and address
- Quote number and quote date
- Valid until date
- Line items, quantities and prices
- Tax rates and totals
- Notes or payment terms
- PDF download
Create a quote online, not in a spreadsheet
You can make a quote in Word or Excel, but it is easy to break the layout or lose an older version. IRQDocs keeps the form, preview and quote PDF together.
Create the business quote, check the preview, then download it as a PDF. If the client accepts, sign in to save the quote, reuse your business details and create a share link. Quote to Invoice conversion is a Pro feature.
Quote vs invoice
A quote is sent before the work starts. It tells the client what the work will cost. An invoice is sent after the client accepts the work and asks them to pay.
With IRQDocs, you create a quote first. When the client agrees, Pro adds a Quote to Invoice workflow that carries the client details and line items across, so you do not type them again. This is available on the Pro plan.
Quote vs estimate
A quote is usually a fixed price. Once the client accepts it, you both expect the work to be done at that price. An estimate is more tentative and often gives a rough range.
Use a quote when you are ready to commit to a price. Use an estimate when you need to give a client a rough idea before you have the final details.
When should a small business send a quote?
Send a quote after you have discussed the work with a client and before you start. It sets out the scope, price and terms in writing so both sides know what to expect.
A clear quote document helps avoid disputes later and makes it easier to create an invoice once the work is accepted.
Free to start, more when you sign in
No account needed
- Create a business quote
- Preview the quote document
- Download a quote PDF
Free account adds
- Save quotes
- Use dashboard and document history
- Reuse your business profile
- Create public share links
Conversion is a Pro feature. It is available on the Pro plan.
Related templates
- Need to bill for approved work? Use the invoice template.
- Need to confirm payment? Use the receipt template.
- Want the full flow? See how to convert a quote to an invoice.
Frequently asked questions
- Can I create a quote online for free?
- Yes. You can create a business quote online, preview it and download a PDF without an account.
- Do I need an account to create a quote?
- No. You can create, preview and download a quote PDF without signing in. You only need an account if you want to save quotes, share links, keep history or reuse your business details.
- Can I download the quote as a PDF?
- Yes. Once you have filled in your business details, client details and line items, you can download the quote as a PDF.
- Can I turn a quote into an invoice?
- Quote to Invoice conversion is a Pro feature. It is available on the Pro plan. It copies the client details and line items across so you do not have to type them again.
- What is the difference between a quote and an invoice?
- A quote is sent before the work starts to show the client what the work will cost. An invoice is sent after the client accepts the work and asks them to pay. IRQDocs lets you create a quote first. Pro adds the Quote to Invoice workflow when the work is agreed.
- What is the difference between a quote and an estimate?
- A quote usually offers a fixed price that the client can accept. An estimate is more tentative and often gives a rough price range. Use a quote when you are ready to commit to a price.
- What is a business quote?
- A business quote is a document you send to a client before starting work. It shows what you will provide, how much it will cost and how long the price is valid. It is also called a client quote, customer quote, sales quote or service quote.
- When should a small business send a quote?
- Send a quote after you have discussed the work with a client and before you start. It protects both sides by setting out the scope, price and terms in writing.
- What should a business quote include?
- A business quote should include your business details, client details, quote number, date, valid until date, line items, prices, tax, totals and any notes or payment terms.
Create your first business quote
Start with a simple quote, download a PDF, then sign in when you are ready to save and manage your documents.