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Frequently asked questions
A quotation template (quote) is a more formal form, often signed and included in legally binding documents like contracts and service agreements, while an estimate template provides a non-final cost ballpark for a particular scope of work.
Quotes often follow estimates, especially in complex projects (e.g., software development), and include acceptance criteria and terms. Estimates aim to quickly identify whether, price-wise, there is ground between a client and a provider to move forward. QuoteGen makes it easy to adjust the template to look like a quote, an estimate, or a request for quotation (RFQ) template by adjusting sections and scope.
- Yes, QuoteGen provides 100% free editable quote templates and samples for business, service, and creative needs. You can select a free quote template from our gallery, brand its look, customize pricing, and send it to get e-signed online.
A quote template includes a standard opening section stating its purpose, client and provider information, an itemized table, cost breakdown with total amount, taxes, and discounts.
A business quote template, in addition, includes a brief company overview and Terms & Services that make it professional and representative. A service quote template also features proposal sections like “Why us” or testimonials, making it not just a static estimate but also a sales-support tool. You can reuse and adjust all sections the way you want.
The quickest way to make your quote is to start from a free template and customize it to fit your needs.
- Choose a template from the gallery
- Modify sections, text, images, and branding elements
- Click the Quote Builder/Pricing block to add products from your catalog or manually enter line items, quantities, costs, and descriptions.
- Review signature roles and send to e-sign or download the quote
You can also create your quote from scratch by clicking Create or by importing a Word/PDF file into the QuoteGen's editor.
- Select Create from Scratch (or Blank Template/Blank Document)
- Drag-and-drop content blocks such as text fields, tables, images, and quote blocks as you desire.
- Create variables to automatically fill in client details (name, company, project, etc.)
- Add quote numbering, expiration dates, and status tracking for compliance and reporting.
- Add signature fields for clients and company signers
- Save and test your quote template before sending to the clients
Either way, you can add, move, or remove template blocks (text, image, tables, pricing tables, quote builder, smart content, etc.) to structure your quote as needed.
- Yes, QuoteGen provides a wide library of free business quotation templates adapted for your niche. Choose from pre-built quote samples designed for industries like construction, IT services, event planning, landscaping, catering, SaaS, or other.
- You can customize the quote to reflect your brand, colors, fonts, and logos, as well as any part of its content (text, tables, and sections). Customization takes only a few minutes, as the template includes dynamic fields that auto-fill the client name and company details, while QuoteGen's editor lets you format tables and sections on-the-fly.
- Sure. You can download the quote template in Word, Google Docs, or PDF, or export its pricing or other tables in Excel. You can also finalize your quote online by filling the template in QuoteGen's editor, then send it to the client or invite a colleague via email to sign, review, or collaborate.
- Yes, all quote templates include dynamic tables that auto-calculate pricing and totals, so you only need to select the number of rows in cost breakdowns and enter your numbers. QuoteGen does the math for you.
- Yes. With QuoteGen's templates, you can create a professional, customized quote, send it directly to your client via email or link, and get an e-signature or online approval. It’s simple and fast. Your client just clicks the document link, reviews the quote, enters any necessary information (or suggest edits), and clicks to approve or e-sign. You get instant notification once the quote is approved or signed, so you can proceed further without documentation delays.
- QuoteGen is an online quoting software that helps you create, send, and track quotes with ease. It includes a collection of free quotation templates ready to edit, customize, and download, making it simple for businesses and individuals to make and present professional estimates.