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Easy Free 20 minutes

How to Create Professional Quote Templates

Stop sending prices via text. Professional quotes justify premium pricing and win more jobs.

What You'll Need

Steps

1

Choose your tool

Pick a free tool to create your quote template.

  • Google Docs: Simple, free, works on any device — best for most people
  • Canva: Prettier templates if you want more design — canva.com
  • Wave: If you already use Wave for invoicing, it has quotes too
Tip: Google Docs is the fastest. Don't overthink it — a clean, clear quote beats a fancy one.
2

Create your quote header

Set up the top section that stays the same on every quote.

  • Add your business name in large, bold text
  • Add your logo (if you have one)
  • Include: phone, email, website, license number
  • Add 'ESTIMATE' or 'QUOTE' as a clear label
3

Build the quote body

Create the main section where job details go.

  • Customer info: Name, address, phone
  • Date and quote number (Quote #001, #002, etc.)
  • Line items: Description, quantity, price
  • Subtotal, tax (if applicable), TOTAL in bold
Tip: Use a simple table for line items. Keep descriptions clear — 'Install new water heater' not 'WH inst.'
4

Add terms and next steps

Include important details at the bottom.

  • Quote valid for: 30 days
  • Payment terms: 50% deposit, balance on completion
  • What's included (and what's NOT included)
  • How to accept: 'Reply YES to this email' or 'Sign below'
5

Save as a template

Make it easy to reuse for every quote.

  • In Google Docs: File → Make a copy (each time you need a new quote)
  • Name it 'Quote Template - [Your Business]'
  • Create a folder called 'Quotes' to stay organized
  • For each new quote, copy the template and fill in the details

You're Done!

You now have a professional quote template! Customers take you seriously when you look professional.

Pro Tips

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