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How to Send a Client’s Quote (With Template)

GoCardless
Written by

Last editedApr 20222 min read

You’re proud of the service you offer. And you’re even more proud of the value for money you build into every transaction. But no matter how much you delight your last customer, there’s always the issue of securing the next one. Generating new orders is one of the biggest challenges that companies face. And while marketing plays a big part in securing more work, let’s not overlook the quotation process.

The sending of a quote represents the start of your relationship with a new customer. It’s your opportunity to make the right first impression. And we all know what they say about first impressions. Your quote should be free of charge and obligation, demonstrating the quality and value for money you will bring to the job.

If you’re not sure where to start, you can use our free quote template to make sure your written quotes cover all the right bases.

What is a quote template?

A quote template helps to ensure that any written quotes you provide contain all the necessary information that prospective clients need to make an informed decision. It also ensures that your quote is insulated from the risk of legal disputes, ensuring that it is clear, transparent, and easy for the reader to understand.

A quote template protects both the business and its prospective customers from doubt, confusion and capacity for disputes. However, it also saves time. Generating written quotes can be extremely time-consuming, and using a quote template ensures that you’re able to provide new quotations quickly and easily.

What should I include in a quote template?

You have complete control over what is and is not included in your written quote template. However, in order to ensure that your quote is thorough, it’s a good idea to include the following:

your company name and full address

  • your telephone number and email address.

  • recipient’s name, address and contact information

  • the date that the quotation was made

  • a brief description of services and their price

  • name, price and quantity of any goods sold

  • VAT where applicable

  • any discounts that may apply to the customer

  • clear conditions for payment

  • any delivery or packaging costs

  • timeframe and conditions for delivery

  • any necessary legal references or disclaimers

Quote template example

You’ll find a rough template that includes the necessary items for a written quote below. Feel free to experiment with colours, fonts, logos and artwork to ensure that your quote reflects your branding.

 

Your Company Ltd. Ms C Smith

123 Your Address St. 10 King Road

Town Ipswich

Postcode IP1 2BQ



Phone: 0800 111 222 333 Phone: 01473 111222

Email: you@yourcompany.co.uk Email: carols@emailsp.com



Quote

 

Quote No: 00123 Customer ID: 00111 Quote date: 02/03/2022

 

Dear Ms Smith,

 

Thank you for your interest in Your Company Ltd. In regards to your query, we are delighted to make you the following offer:



Item

Description

Quantity

Unit Price

Total Price

Service

The service offered

1

N/A

£250

Product

The products offered

20

£10

£200

 

Subtotal: £450

 

VAT @ 20%: £90

 

Early Bird Discount @ 10%: -£54

 

Total due: £486

Please let us know if you require any further information. Please note that the Early Bird Discount is a limited time offer and will only be available until 16/03/2022.

We look forward to hearing from you.

Kind regards

Your Name

Your Company Ltd.

Feel free to make the template your own by adding additional rows and columns, unique discounts and offers, and personalised greetings.

We can help

If you’re interested in finding out more about sending quotes and accepting payments, then get in touch with our financial experts. Discover how GoCardless can help you with ad hoc payments or recurring payments.

Over 70,000 businesses use GoCardless to get paid on time. Learn more about how you can improve payment processing at your business today.

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Interested in automating the way you get paid? GoCardless can help

Interested in automating the way you get paid? GoCardless can help

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