Free Quotation Format in Word, Excel & PDF

Create and download professional quotation formats in Word, Excel, and PDF for your business. Customize products or services, pricing, GST, payment terms, and customer details to create a quotation ready to share.

A professional quotation format clearly presents item-wise pricing, taxes, materials, labour charges, delivery timelines, and payment terms. Whether you need a quotation format in Word, quotation format in Excel, or quotation format in PDF, GimBooks makes it easy to create clear and standardized quotations.

With the GimBooks quotation maker, businesses can create professional GST quotations, communicate pricing clearly, and share quotes with customers quickly.

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01

What Is a Quotation Format?

A quotation format is a structured document businesses use to present the price of products or services to a prospective customer before an order is confirmed.

A professional quotation typically includes:

✓ Business & contact details
✓ Customer details
✓ Quotation number & date
✓ Product or service details
✓ Quantity, unit & price
✓ Applicable GST & total amount
✓ Validity & payment terms
✓ Delivery terms & authorization
Quotation vs Invoice: A quotation is a price proposal, not a tax invoice. Once a sale is confirmed, the appropriate invoice can be issued as required.
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Why Are Quotation Formats Important?

A clear and professional quotation helps businesses communicate pricing accurately and gives customers the information they need before making a purchase decision.

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Clear Pricing
Present products, services, taxes and totals clearly.

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Professional Presentation
Create a consistent format for every customer.

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Fewer Misunderstandings
Clearly define pricing, validity and payment terms.

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Smoother Sales Process
Give customers a clear proposal before confirming an order.

Quotations template Excel

A quotation format in Excel is a pre-designed spreadsheet you can use to quickly create professional quotations for your customers. It includes all essential billing details, such as product descriptions, prices, and automatic calculations for totals. You can download this quotation format in Excel for free and easily customize it to suit your business needs.

A good Excel quotation template should make it easy to enter customer details, product or service details, quantity, unit price, discount, taxable amount, GST, total quotation value, and payment terms.
It is best suited for retailers, wholesalers, distributors, manufacturers, contractors, and service businesses.

Quotations template Pdf

Quotation format pdf is a pre-designed document for creating quotes for customers. It contains all the information for the product or items, pricing, description and payment terms. Try this quotation format pdf, it can be downloaded for free and customised to fit your business needs

Use PDF when you want to share quotations through WhatsApp, send them by email, print the quotation, preserve the final formatting, and keep a fixed copy of the quotation.

Free Quotations template word

Quotation format in word is a pre-made document you can customise to create a quotation or an estimate for your business. A quotation format in word usually includes data for your business, customer information, a table for organising your product or items, and estimate calculations for subtotals, taxes, and totals. A quotation format in word saves your time and ensures your quotation format is consistent with information.

Use a Word quotation template when you need a simple editable layout, detailed service descriptions, terms and conditions, company branding, and signature sections.

Which Quotation Format Should You Use?

Format Best For Main Benefit
Excel Product-based businesses Easy calculations and editable pricing
Word Services, freelancers & contractors Easy text and layout customization
PDF Sending final quotations Professional, fixed-format document
Online Quotation Maker Businesses creating quotations regularly Create, save, edit and share quotations faster

What Should a Professional Quotation Include?

A clear quotation should provide all the information a customer needs to understand the products, pricing, taxes and commercial terms.

01

Seller Details

Include your business information:

  • Business name
  • Address
  • Phone number
  • Email
  • GSTIN, where applicable
02

Customer Details

Add the customer's information:

  • Name or business name
  • Address
  • Contact information
  • GSTIN, where applicable
03

Quotation Information

Clearly identify the quotation with:

  • Quotation number
  • Quotation date
  • Valid-until date
04

Product or Service Details

Use an itemized list or table with:

  • Description
  • Quantity and unit
  • Rate and amount
  • HSN/SAC, where relevant
05

GST & Total

Show the applicable taxes and final amount clearly:

  • Taxable amount
  • Applicable GST rate
  • CGST & SGST or IGST
  • Total quotation value
06

Commercial Terms

Set clear expectations around:

  • Payment terms
  • Delivery timeline
  • Quote validity
  • Warranty and other conditions
GST QUOTATION

GST Quotation Format

A GST quotation shows the proposed price of goods or services along with the applicable GST calculation.

What to Include in a GST Quotation

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Seller GSTIN

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Buyer GSTIN, where applicable

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Product or service description

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HSN/SAC code, where relevant

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Taxable value

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Applicable GST rate

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CGST & SGST for intra-state transactions

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IGST for inter-state transactions

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Total quotation value

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Important

A quotation is generally a commercial price proposal, not a tax invoice. Showing the expected GST can make the final price clearer, but the quotation should not be confused with the tax invoice issued for the actual supply.

Quotation vs Invoice: What's the Difference?

A quotation proposes pricing before a sale, while an invoice records the applicable transaction and tax details.

Quotation Invoice
Sent before the sale is confirmed Issued for an actual supply, as applicable
Shows proposed pricing Records the transaction
Can include a validity period Contains applicable tax-invoice details
Helps customers evaluate an offer Used for accounting and tax purposes
Can be revised before acceptance Normally records the finalized transaction
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Important: A quotation is a price proposal and should not be presented as a replacement for a tax invoice.

GIMBOOKS

Create, Track and Convert Quotations With GimBooks

Create professional quotations, manage customer responses and move accepted quotes into the next stage of your sales process — all from one place.

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Create professional quotations

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Customize quotation details

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Add products and pricing

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Manage quotation numbers

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Track quotation status

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Duplicate existing quotations

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Download quotations as PDF

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Share quotations with customers

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Convert quotations into proforma invoices

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Convert quotations into tax invoices

Manage quotations across web and mobile, making it easier to create, update and share quotations while working from anywhere.

Create a Free Quotation Online

Frequently Asked Questions

What is a quotation format?

A quotation format is a structured document used to present the proposed price, products or services and commercial terms to a prospective customer before the sale is finalized.

What should a quotation include?

A professional quotation should generally include seller and buyer details, quotation number, date, validity, itemized products or services, pricing, applicable taxes and commercial terms.

Is GST mandatory on a quotation?

A quotation is not the same as a tax invoice. If GST applies to the proposed transaction, businesses can show the applicable GST in the quotation to clearly communicate the expected total.

Can I create a quotation in Excel?

Yes. Excel is commonly used for quotations because it allows businesses to edit product details and calculate quantities, prices, taxes and totals.

Can I create a quotation in Word?

Yes. Word works well for editable quotations, particularly for service businesses, contractors and freelancers.

What is the difference between a quotation and an invoice?

A quotation is a proposed price offer before the transaction, while an invoice records the applicable transaction/supply and tax details.

Can a quotation be converted into an invoice?

Yes. Business software can allow an accepted quotation to be converted into a proforma invoice or tax invoice, reducing the need to re-enter the same information.

How long should a quotation be valid?

There is no single validity period for every business. The validity should reflect factors such as pricing changes, material costs, project timelines and commercial terms.

Can I send a quotation on WhatsApp?

Yes. A quotation can be downloaded as PDF and shared with customers through WhatsApp, email or other communication channels.

Is there a free quotation maker?

Yes. GimBooks provides an online quotation maker that can be used to create, customize, download and share quotations.

Access the best invoice format for your small business!