Commercial
Free quote template (PDF)
Create professional quotes with tax, discounts, validity and customer acceptance.
What it is and what it is for
Price proposal for products or services with validity, terms and customer acceptance.
Data on the template
This is what the template asks for when you create it; optional fields are printed only if you fill them in.
Header
- Your company details: legal name, tax ID, tax regime, address, phone, email and logo
- Customer: name, ID, address and contact details
- Date and a sequential number
- Valid until (optional)
Details
One row per product or service: description, quantity, unit, unit price, discount and tax (with the option of prices that include tax).
Commercial terms
- Payment terms
- Term (days)
- Lead time
- Warranty
- Terms and conditions
Closing
- Subtotal, discounts, sales tax or VAT by rate, total, withholdings and net amount due, with the amount in words.
- Notes (optional)
- Prepared by
- Customer acceptance
- QR code so that the person who receives the document can verify that it is authentic
Related documents
- Sales invoicePDF invoice as a draft or business record of your sales. It is not an electronic sales invoice: if you are required to invoice, you must issue it electronically.
- Sales orderCustomer order with products, prices, delivery date and agreed terms.
- Proforma invoiceFormal quote with the value of a future sale, for advance payments, bank procedures or imports.
- Credit noteReduces the amount of an invoice for returns, discounts, cancellations or adjustments.
- Debit noteIncreases the amount of an invoice for interest, additional charges or changes in value.
- Delivery noteRecord of the dispatch of goods to the customer: products, quantities and acceptance.