Quotation template
A quotation gives a customer a price for a piece of work, line by line, with what it assumes, what is not included, when the work can start and how it is paid for. It says how long the price is valid and which terms apply, and for a consumer who accepts at a distance it explains the right to cancel. A business sends one after every enquiry, with the customer, the items and the price changing each time.
Made by DocuWeave. Use at your own discretion.
What changes each time
14 values. Everything else is your wording, kept exactly.
Supplier and customer
- Supplier and contact details
- Company and VAT numbers
- Customer, company and address
- Quotation number and customer reference
The price
- Items, quantities and prices
- Subtotal, VAT and total
- VAT registered or not
- Valid until
Scope and timing
- Assumptions
- Not included
- Start and completion
Payment and terms
- Payment
- Payment terms
- Terms that apply
The rules it usually needs
Written in plain English when the template is set up.
- Once for each item
“One line for each item quoted.”
The worked quote had three items, so the price table has three lines.
- One of several wordings
“Show a VAT line when the supplier is VAT registered, or say no VAT is charged.”
The supplier gave a VAT number, so the VAT line at 20% was shown.
- One of several wordings
“Invoice in full on completion, or a deposit on acceptance and the balance on completion.”
The call notes said 50% on acceptance, so the deposit wording was used.
- The AI decides from the paperwork
“Include the consumer notes and the right to cancel only for a consumer customer who accepts at a distance or away from the premises.”
The customer is a business, so they were left out, with that reason shown.
One worked example, start to finish
The quotation in DocuWeave, from upload to approval.
1The document uploaded
The quotation, a Word file, uploaded as it is.
- 2
The template it became
It found 17 sections and 41 values, and asked 16 questions before publishing. The VAT line appears only for a VAT-registered supplier.
3The paperwork dropped in
The customer's enquiry email, the call notes and the worked quote with its prices.
4What was found, with sources
31 of 34 values filled from the paperwork, each with the passage it came from.
5What it asked
7 things for a person, starting with the supplier's name, and the items and total to confirm.
6The approved output
Approved, with Word and PDF downloads.
A free quotation to download
- Quotation, filled with fictional details (Word)
- Quotation, filled with fictional details (PDF)
Use it as it is, or upload it to DocuWeave and make it a template.
DocuWeave is not a law firm. A general template for common situations in England and Wales. It is not tailored to you and we do not update it when the law changes, so check it suits your situation before you use it. Terms.
Made by DocuWeave. Use at your own discretion.
Questions people ask
Is a quotation binding?
A quotation is an offer. Once the customer accepts it, it forms a contract on the terms it states.
How long should a quotation be valid?
Long enough for the customer to decide, often 30 days. The quotation states the date or period, after which prices may be revised.
Do I have to show VAT on a quotation?
A VAT-registered business shows VAT separately. A business that is not registered says that no VAT is charged.
Do consumers have a right to cancel?
A consumer who accepts at a distance or away from the business's premises usually has 14 days to cancel. The quotation includes that section and the model cancellation form when it applies.
Use this template
It opens in DocuWeave as a template you can check, change and publish. Nothing is used until you do.