Are you looking for a template that you can use to send out business quotes? You can download our business quote template for free as PDF, Word, or Excel files.
It’s even easier and faster to do with bexio: Our software made in Switzerland allows you to generate commercial quotes simply and quickly. Customers can then accept your proposal online in just one click - Learn more.
Download our business quote template
Generate business quotes online
Create business quotes online more quickly and easily with bexio.
Business quote example as PDF
Download our example business quote in PDF format.
Business quote template for Word
Download example business quotes in Word format and fill it out manually.
Business quote template for Excel
Download example business quotes in Excel format and fill it out manually.
Fill in the business quote template correctly
- Download Word or Excel templates.
- Enter a unique business quote number.
- Enter an business quote date.
- Enter the name and address of the service provider.
- Enter the name and address of the client.
- Optional: Enter additional text with more information/cover letter.
- Specify detailed prices, costs, and quantities for the delivery/service.
- Enter the applicable tax rate (e.g., incl. 8% VAT).
- Enter information on discounts and rebates.
- Optional: Free text field for signature and/or additional information.
- Enter your company data, contact information, and payment information (name of the bank, IBAN) in the footer.
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Should you use special software instead of Word or Excel templates?
Dedicated software can be really useful if you regularly prepare business quotes. Why waste valuable time with templates when there is an easier way? If you use invoicing software such as bexio, you can generate business quotes in just a few clicks!
| Task | With a template | With bexio |
|---|---|---|
| Unique business quote number | Manually (which is prone to errors) | Automatically |
| Enter address data | Manually (which is prone to errors) | Automated import |
| Enter product SKUs | Manually (which is prone to errors) | Automated import |
| Calculate the amount and VAT | Manually (which is prone to errors) | Automatically |
| Sending | Manually: as a PDF attachment by e-mail or mail | Directly in bexio: By e-mail or mail (Pingen add-on) |
| Accept business quote | Manually: The customer has to spend a lot of time accepting or rejecting the business quote by email | In just one click: Recipients can view your business quotes online and accept them directly |
| Create the order and/or invoice from the business quote | Manually: Transfer/adapt the data | Automated: In just one click |
Prepare quotes in just a few clicks thanks to professional templates
Test all the features of bexio, the simple business software for your SME administration.
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