Free Quote Template: What Goes In a Quote and Why

online invoice, free quote template

We created a free quote template for your business to make it easy to create a quote for a client. No matter what your business is, if you bid out jobs, you’ll need a quote template to keep things simple. Here’s what goes into a quote and why.

What Goes In a Quote or Job Bid

When you quote out a job for a client, you are probably going to quote one of the following ways:

  1. materials + labor
  2. hourly rate x number of employees

If your job uses a lot of materials — say you’re replacing a homeowner’s furnace — you’ll want to use the first type of job bid. If you have a job that takes a varied amount of time but all other costs are fixed, use the second. Whether you quote by the hour or by materials plus labor, you’ll want to estimate how much you think the job will cost and then also include a clause stating that the actual job may vary somewhat from the quote to cover any changes.

So, when you quote a job for a client, include the following information:

  1. Your Business Name/Logo
  2. Client Name
  3. Client Name or Business Contact Name
  4. Client Address
  5. Date of Billing
  6. Project Name
  7. Details on project contents
  8. Total of each service/product and Total Payment Due
  9. Business Contact Information
  10. Types of Payment accepted
  11. Late Fees or Payment Processing Fees assessed

Then you’ll want to detail the job one of the following ways:

  1. materials + labor cost
  2. hourly rate x number of employees

Then, the clause that states: “actual costs may vary from this bid depending on changes in materials costs or time spent on unforseen complications that arise during the job. Any changes will be authorized by the client before proceeding.” And make sure you have a system in place for getting client approval if costs go up.

For big jobs, consider creating line items for each element and splitting up the job by section. For instance, if you’re painting a whole house, divide it up by cost per room. Make sure you list any volume discounts!

Free Quote Templates

If you’d like a free quote template, check out Yottled to create a template with the information above, and save the information for the next time you need to fill out a free quote. You can use Yottled to send invoices or job bids, as well as accept payments online for jobs you’d completed.

Laura Cowan

Laura Cowan

Laura K. Cowan is a tech editor and journalist whose work has focused on promoting sustainability initiatives for automotive, green tech and conscious living media outlets. A deep study of narrative journalism, storytelling and sustainable technology allows Ms. Cowan to draw out the meaningful stories of best practices from diverse professionals in an exploration of the culture and trends in emerging industries. She is currently Co-Founder and Executive Editor of Midwest tech news blog, Cronicle Press. Ms. Cowan’s writing and speaking have appeared with Automobile Quarterly, Writer Unboxed, Inhabitat, CNBC, The Ann Arbor Observer and The National Society of Newspaper Columnists.

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