[{"data":1,"prerenderedAt":520},["ShallowReactive",2],{"document-price-quotation-D12814":3},{"document":4,"label":23,"preview":11,"thumb":24,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":25,"breadcrumb":29,"related":37,"customDescModule":175,"customdescription":6,"mdFm":176,"mdProseHtml":519},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"PRICE QUOTATION [YOUR COMPANY NAME] [Your Company Slogan] [ADDRESS] [CITY] [STATE/PROVINCE, COUNTRY] [ZIP/POSTAL CODE] [PHONE] [FAX] QUOTATION FOR: [NAME] [COMPANY] [ADDRESS] [CITY] [STATE/PROVINCE, COUNTRY] [ZIP/POSTAL CODE] [PHONE] [FAX] Date: Quotation #: Customer ID: Quotation valid until: ",null,"Price Quotation","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/price-quotation-D12814.png","https://templates.business-in-a-box.com/imgs/250px/12814.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12814.xml",{"title":15,"description":6},"price quotation",[17,20],{"label":18,"url":19},"Finance & Accounting","/templates/finance-accounting/",{"label":21,"url":22},"Invoices & Receipts","/templates/invoice-receipt/","Price Quotation Template","https://templates.business-in-a-box.com/imgs/400px/12814.png",[26,17,20],{"label":27,"url":28},"Templates","/templates/",[30,31,34],{"label":27,"url":28},{"label":32,"url":33},"Sales & Marketing","/templates/sales-marketing/",{"label":35,"url":36},"Bids & Quotes","/templates/bids-and-quotes/",[38,42,46,50,54,58,62,66,70,74,78,82,87,102,117,132,146,161],{"label":39,"url":40,"thumb":41,"extension":10},"Request for Price Quote","/template/request-for-price-quote-D1076","https://templates.business-in-a-box.com/imgs/250px/1076.png",{"label":43,"url":44,"thumb":45,"extension":10},"Minimum Advertised Price Policy","/template/minimum-advertised-price-policy-D12888","https://templates.business-in-a-box.com/imgs/250px/12888.png",{"label":47,"url":48,"thumb":49,"extension":10},"Price Setting","/template/price-setting-D1407","https://templates.business-in-a-box.com/imgs/250px/1407.png",{"label":51,"url":52,"thumb":53,"extension":10},"Service Quote","/template/service-quote-D13774","https://templates.business-in-a-box.com/imgs/250px/13774.png",{"label":55,"url":56,"thumb":57,"extension":10},"Price Increase","/template/price-increase-D1443","https://templates.business-in-a-box.com/imgs/250px/1443.png",{"label":59,"url":60,"thumb":61,"extension":10},"Cover Letter for a Cost Quotation","/template/cover-letter-for-a-cost-quotation-D1260","https://templates.business-in-a-box.com/imgs/250px/1260.png",{"label":63,"url":64,"thumb":65,"extension":10},"Inquiry About Last Quotation","/template/inquiry-about-last-quotation-D1264","https://templates.business-in-a-box.com/imgs/250px/1264.png",{"label":67,"url":68,"thumb":69,"extension":10},"Reminder_The Prices in This Quotation Are Good for a Limited","/template/reminder_the-prices-in-this-quotation-are-good-for-a-limited-D1269","https://templates.business-in-a-box.com/imgs/250px/1269.png",{"label":71,"url":72,"thumb":73,"extension":10},"Announcement of Price Reduction","/template/announcement-of-price-reduction-D1386","https://templates.business-in-a-box.com/imgs/250px/1386.png",{"label":75,"url":76,"thumb":77,"extension":10},"Announcement of Price Increase","/template/announcement-of-price-increase-D1385","https://templates.business-in-a-box.com/imgs/250px/1385.png",{"label":79,"url":80,"thumb":81,"extension":10},"Announcement of Catalog Price Reductions","/template/announcement-of-catalog-price-reductions-D1378","https://templates.business-in-a-box.com/imgs/250px/1378.png",{"label":83,"url":84,"thumb":85,"extension":86},"Purchase Order - Excel","/template/purchase-order--excel-D1410","https://templates.business-in-a-box.com/imgs/250px/1410.png","xls",{"description":88,"descriptionCustom":6,"label":89,"pages":8,"size":90,"extension":10,"preview":91,"thumb":92,"svgFrame":93,"seoMetadata":94,"parents":95,"keywords":100,"url":101},"COMPANY NAME:_______________________ Address: _______________________________________ City: ______________________________ State/Province: ___________ Zip/postal code__________ Country: ________________ Phone: _________________ Fax: __________________ Email: _________________________________________ Purchase Order The following number must appear on all related correspondence, shipping papers, and invoices: P.O. NUMBER: Contact: Address: _______________________________________ City: ______________________________ State/Province: ___________ Zip/postal code___________ Country: ________________ Phone: _________________ Fax: __________________ Email: _________________________________________ Ship To:","Purchase Order",49,"https://templates.business-in-a-box.com/imgs/1000px/purchase-order-D1411.png","https://templates.business-in-a-box.com/imgs/250px/1411.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1411.xml",{"title":6,"description":6},[96,98],{"label":32,"url":97},"sales-marketing",{"label":35,"url":99},"bids-quotes","purchase order","/template/purchase-order-D1411",{"description":103,"descriptionCustom":6,"label":104,"pages":8,"size":105,"extension":10,"preview":106,"thumb":107,"svgFrame":108,"seoMetadata":109,"parents":110,"keywords":115,"url":116},"Invoice Company: Complete Address: ______________________________________________________ Phone:_________________ Fax: ________________ Email: _____________________ INVOICE #: _____________ DATE: ________________ Bill to: Address: _______________________________________ City: __________________________________________ State/Province: ___________ Zip/postal code__________ Country: ________________ Phone: _________________ Fax: __________________ Email: _________________________________________ Ship To:","Commercial Sales Invoice",42,"https://templates.business-in-a-box.com/imgs/1000px/sales-invoice-D383.png","https://templates.business-in-a-box.com/imgs/250px/383.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#383.xml",{"title":6,"description":6},[111,113],{"label":18,"url":112},"finance-accounting",{"label":21,"url":114},"invoice-receipt","sales invoice","/template/sales-invoice-D383",{"description":118,"descriptionCustom":6,"label":119,"pages":120,"size":9,"extension":10,"preview":121,"thumb":122,"svgFrame":123,"seoMetadata":124,"parents":126,"keywords":125,"url":131},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","6","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":125,"description":6},"service agreement",[127,130],{"label":128,"url":129},"Legal Agreements","business-legal-agreements",{"label":128,"url":129},"/template/service-agreement-D12711",{"description":133,"descriptionCustom":6,"label":134,"pages":8,"size":9,"extension":10,"preview":135,"thumb":136,"svgFrame":137,"seoMetadata":138,"parents":140,"keywords":139,"url":145},"CREDIT NOTE CREDIT NOTE NUMBER: [Unique Credit Note Number] INVOICE NUMBER: [Related Invoice Number] DATE OF INVOICE: [Date of Related Invoice] [YOUR COMPANY NAME] [YOUR COMPANY ADDRESS] [CITY, STATE, ZIP CODE] [DATE] [CUSTOMER NAME] [CUSTOMER ADDRESS] [CITY, STATE, ZIP CODE] ","Credit Note","https://templates.business-in-a-box.com/imgs/1000px/credit-note-D13639.png","https://templates.business-in-a-box.com/imgs/250px/13639.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13639.xml",{"title":139,"description":6},"credit note",[141,144],{"label":142,"url":143},"Credit & Collection","credit-collection",{"label":142,"url":143},"/template/credit-note-D13639",{"description":147,"descriptionCustom":6,"label":148,"pages":149,"size":9,"extension":10,"preview":150,"thumb":151,"svgFrame":152,"seoMetadata":153,"parents":155,"keywords":154,"url":160},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":154,"description":6},"non disclosure agreement nda",[156,157],{"label":128,"url":129},{"label":158,"url":159},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":162,"descriptionCustom":6,"label":163,"pages":120,"size":164,"extension":10,"preview":165,"thumb":166,"svgFrame":167,"seoMetadata":168,"parents":169,"keywords":173,"url":174},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[170],{"label":171,"url":172},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",false,{"seo":177,"reviewer":190,"legal_disclaimer":194,"quick_facts":195,"at_a_glance":197,"personas":201,"variants":226,"glossary":254,"clauses":288,"how_to_fill":339,"common_mistakes":380,"faqs":405,"industries":433,"comparisons":450,"diy_vs_lawyer":462,"jurisdictions":475,"related_template_ids_curated":496,"schema":506,"classification":507},{"meta_title":178,"meta_description":179,"primary_keyword":180,"secondary_keywords":181},"Price Quotation Template | Free Word Download","Free price quotation template for businesses. Covers pricing, terms, validity period, and acceptance.","price quotation template",[182,183,184,185,186,187,188,189],"price quotation template word","price quotation template free","business quotation template","quote template for services","price quote template download","service quotation template","quotation format for business","formal price quote template",{"name":191,"credential":192,"reviewed_date":193},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":196,"legal_review_recommended":194,"signature_required":194,"notarization_required":175},"medium",{"what_it_is":198,"when_you_need_it":199,"whats_inside":200},"A Price Quotation is a formal, binding document a seller issues to a prospective buyer that states the exact price, scope, and conditions under which goods or services will be provided. This free Word download lets you fill in your itemized pricing, validity period, payment terms, and acceptance clause, then export as PDF and send to clients for signature.\n","Use it whenever a potential customer requests a formal written price before committing to a purchase — for project bids, service contracts, product orders, or custom manufacturing. Once accepted by the buyer, a signed quotation typically creates a binding obligation on both parties.\n","Seller and buyer identification, quotation number and validity date, itemized line items with unit prices and totals, payment terms, delivery or completion schedule, warranty or guarantee language, exclusions and limitations, and a formal acceptance clause with signature blocks.\n",[202,206,210,214,218,222],{"title":203,"use_case":204,"icon_asset_id":205},"Contractors and tradespeople","Submitting formal bids for construction, renovation, or repair projects","persona-contractor",{"title":207,"use_case":208,"icon_asset_id":209},"Freelancers and consultants","Quoting project fees before a client signs off on scope and cost","persona-freelancer",{"title":211,"use_case":212,"icon_asset_id":213},"Small business owners","Responding to client RFQs with a documented, enforceable price offer","persona-small-business-owner",{"title":215,"use_case":216,"icon_asset_id":217},"Manufacturers and wholesalers","Quoting bulk pricing, lead times, and delivery terms for product orders","persona-manufacturer",{"title":219,"use_case":220,"icon_asset_id":221},"Agencies","Presenting campaign or retainer pricing to prospective clients with a clear acceptance mechanism","persona-agency",{"title":223,"use_case":224,"icon_asset_id":225},"IT and technology vendors","Quoting software implementation, hardware supply, or support contract pricing","persona-it-vendor",[227,231,235,239,243,247,251],{"situation":228,"recommended_template":229,"slug":230},"Quoting a one-time project with a fixed total price","Fixed-Price Project Quotation","price-quotation-D12814",{"situation":232,"recommended_template":233,"slug":234},"Quoting ongoing services billed at an hourly or daily rate","Service Quotation (Time and Materials)","time-and-materials-consulting-agreement-D175",{"situation":236,"recommended_template":237,"slug":238},"Responding to a formal Request for Proposal from a corporate buyer","Request for Proposal Response","request-for-proposal-D1270",{"situation":240,"recommended_template":241,"slug":242},"Quoting goods for an international shipment with customs considerations","Commercial Invoice","sales-invoice-D383",{"situation":244,"recommended_template":245,"slug":246},"Issuing a preliminary price estimate before full scope is defined","Proforma Invoice","invoice-D12538",{"situation":248,"recommended_template":249,"slug":250},"Quoting a construction project with phased milestones and materials","Construction Estimate","construction-agreement-D13002",{"situation":252,"recommended_template":89,"slug":253},"Converting an accepted quotation into a formal purchase order","purchase-order-D1411",[255,258,261,264,267,270,273,276,279,282,285],{"term":256,"definition":257},"Quotation","A formal offer by a seller to supply goods or services at a stated price, which becomes binding when accepted by the buyer within the validity period.",{"term":259,"definition":260},"Validity Period","The window of time during which the quoted prices are guaranteed — after expiry, the seller may revise terms before accepting a late order.",{"term":262,"definition":263},"Acceptance Clause","The section of a quotation that confirms the buyer's agreement to all stated terms, typically by signature, countersignature, or written confirmation.",{"term":265,"definition":266},"Scope of Work","A defined description of the specific goods to be delivered or services to be performed under the quoted price.",{"term":268,"definition":269},"Payment Terms","The agreed schedule and method for payment — for example, 50% deposit on acceptance and 50% on delivery, or Net 30 from completion.",{"term":271,"definition":272},"Exclusions","Items or tasks explicitly not covered by the quoted price, stated to prevent disputes about what the buyer reasonably expected.",{"term":274,"definition":275},"Force Majeure","A clause that excuses a party from performance obligations due to extraordinary events outside their control — natural disasters, strikes, or government actions.",{"term":277,"definition":278},"Lien Waiver","A document, sometimes referenced in construction quotations, by which a contractor waives the right to place a lien on the property in exchange for payment.",{"term":280,"definition":281},"Liquidated Damages","A pre-agreed sum the seller must pay if they fail to deliver on time or on spec — stated in the quotation to avoid disputes about actual damages.",{"term":283,"definition":284},"Purchase Order (PO)","A buyer-issued document that formally accepts the quotation and authorizes the seller to proceed — it references the quotation number to create a matched record.",{"term":286,"definition":287},"RFQ (Request for Quotation)","A buyer's formal invitation asking one or more sellers to submit a price quotation for defined goods or services.",[289,294,299,304,309,314,319,324,329,334],{"name":290,"plain_english":291,"sample_language":292,"common_mistake":293},"Parties and contact information","Identifies the seller and buyer by full legal name, address, and primary contact, creating a clear record of who is bound by the quoted terms.","This Quotation is issued by [SELLER LEGAL NAME], [ADDRESS] ('Seller'), to [BUYER LEGAL NAME], [ADDRESS] ('Buyer'), attention [CONTACT NAME / TITLE].","Using a trade name instead of the registered legal entity. If a dispute arises, the enforceable obligation runs to the legal entity, not the brand.",{"name":295,"plain_english":296,"sample_language":297,"common_mistake":298},"Quotation number and issue date","Assigns a unique sequential reference number and records the date the quotation was prepared, enabling both parties to track revisions and match it to a purchase order.","Quotation No.: QT-2026-0047 | Issued: [DATE] | Prepared by: [SALES REP NAME], [TITLE]","Reusing or skipping quotation numbers across revisions. Numbering gaps create confusion in purchasing records and make it difficult to prove which version was accepted.",{"name":300,"plain_english":301,"sample_language":302,"common_mistake":303},"Validity period","States the exact date on which the quoted prices expire, protecting the seller from being held to outdated costs for materials, labor, or exchange rates.","This Quotation is valid for [30] days from the issue date and expires on [EXPIRY DATE]. Seller reserves the right to revise pricing if acceptance is received after this date.","Omitting a validity period entirely. Without one, courts in several jurisdictions have held that a quotation remains open for a 'reasonable time,' exposing the seller to historical pricing long after costs have changed.",{"name":305,"plain_english":306,"sample_language":307,"common_mistake":308},"Itemized scope and pricing","Lists every deliverable, product, or service with a quantity, unit price, and line total, so both parties understand exactly what is covered and at what cost.","1. [DESCRIPTION OF ITEM/SERVICE] | Qty: [X] | Unit Price: $[X.XX] | Total: $[X.XX]\n2. [DESCRIPTION] | Qty: [X] | Unit Price: $[X.XX] | Total: $[X.XX]\nSubtotal: $[X.XX]","Using a single lump-sum line with no breakdown. A lump sum prevents the buyer from approving the quote through their procurement process and makes scope disputes almost inevitable.",{"name":310,"plain_english":311,"sample_language":312,"common_mistake":313},"Taxes, fees, and surcharges","Specifies whether quoted prices are inclusive or exclusive of applicable taxes (sales tax, VAT, GST), shipping, duties, and any fuel or handling surcharges.","All prices are exclusive of applicable taxes. Sales tax / VAT / GST at the prevailing rate will be added to the final invoice. Shipping and handling: $[X.XX] or actual cost, whichever is greater.","Quoting 'all-in' pricing without confirming the applicable tax rate. If the buyer is in a different jurisdiction, the actual rate may differ from what the seller assumed, leading to underbilling or disputes.",{"name":315,"plain_english":316,"sample_language":317,"common_mistake":318},"Payment terms and deposit","States the payment schedule — deposit percentage, milestone payments, and final balance — and the accepted payment methods, protecting the seller's cash flow.","Payment terms: [50]% deposit due upon acceptance of this Quotation; balance of [50]% due within [30] days of delivery or project completion. Accepted methods: ACH, wire transfer, or business check payable to [SELLER LEGAL NAME].","No deposit requirement for custom or high-cost work. A seller who begins production or mobilizes a crew without a deposit has no security if the buyer cancels before completion.",{"name":320,"plain_english":321,"sample_language":322,"common_mistake":323},"Delivery, timeline, and completion","Specifies when and where goods will be delivered or services completed, and identifies which party bears delivery risk and cost under the applicable shipping terms (FOB, CIF, etc.).","Estimated delivery / completion: [DATE or TIMEFRAME] from receipt of deposit and written acceptance. Delivery terms: [FOB Seller's facility / Delivered to Buyer's address]. Seller is not responsible for delays caused by [BUYER ACTIONS / FORCE MAJEURE].","Stating a delivery date without conditioning it on receipt of the deposit or buyer-supplied materials. Sellers who miss an unconditioned delivery date can face breach-of-contract claims even when the delay was caused by the buyer.",{"name":325,"plain_english":326,"sample_language":327,"common_mistake":328},"Exclusions and limitations","Explicitly lists what is not included in the quoted price — permits, disposal fees, travel costs, after-hours labor — to prevent scope creep and disputed change orders.","The following are excluded from this Quotation and will be invoiced separately if required: [permit fees], [material disposal], [travel beyond [X] miles], [overtime labor], [rework caused by third-party defects].","No exclusions clause at all. Without one, buyers routinely argue that adjacent tasks were implied in the scope, and resolving those disputes costs far more than the task itself.",{"name":330,"plain_english":331,"sample_language":332,"common_mistake":333},"Warranty and guarantee","States any warranty covering workmanship or materials — duration, what is covered, and what voids it — giving the buyer assurance and limiting the seller's ongoing liability.","Seller warrants all work and materials against defects in workmanship for [90] days from completion. This warranty does not cover damage resulting from misuse, unauthorized modification, or failure to follow Seller's maintenance instructions.","Promising a warranty with no stated duration or exclusions. An open-ended warranty can expose the seller to claims years after project completion.",{"name":335,"plain_english":336,"sample_language":337,"common_mistake":338},"Acceptance and governing law","Provides a signature block for the buyer to formally accept all terms and identifies the jurisdiction whose law governs any dispute arising from the agreement.","By signing below, Buyer accepts all terms of this Quotation and authorizes Seller to proceed. This Quotation is governed by the laws of [STATE / PROVINCE / COUNTRY]. Authorized Buyer Signature: _______________ | Date: _______________","Treating email confirmation as a valid acceptance without a written signature block. In several jurisdictions, email acceptance is legally sufficient, but courts still require clear evidence that the specific terms — not just the price — were accepted.",[340,345,350,355,360,365,370,375],{"step":341,"title":342,"description":343,"tip":344},1,"Enter the seller and buyer legal entity details","Use full registered business names and billing addresses for both parties. Include the accounts payable or procurement contact for the buyer so the document reaches the right approver.","Cross-check the buyer's legal name against their purchase order or company registration to avoid a mismatch that delays processing.",{"step":346,"title":347,"description":348,"tip":349},2,"Assign a quotation number and set the issue date","Use a sequential numbering format such as QT-YYYY-NNNN and enter today's date. If this is a revised version, increment the number (e.g., QT-2026-0047-R1) rather than reusing the original.","Store all issued quotation numbers in a register so you can instantly confirm which version a buyer accepted if a dispute arises later.",{"step":351,"title":352,"description":353,"tip":354},3,"Set the validity period","Calculate an expiry date based on the volatility of your input costs. For stable-cost services, 30 days is standard. For commodity-dependent materials or currency-exposed work, 7–14 days is safer.","Note the expiry date in your CRM as a follow-up trigger. Reaching out two days before expiry improves acceptance rates significantly.",{"step":356,"title":357,"description":358,"tip":359},4,"Itemize the scope and pricing line by line","List every deliverable, material, or service on its own row with quantity, unit price, and line total. Avoid grouping unrelated items on a single line — each line should map to something the buyer can independently approve or reject.","If the buyer has issued a formal RFQ, mirror their line-item numbering so your quotation is directly comparable to competing bids.",{"step":361,"title":362,"description":363,"tip":364},5,"State taxes, surcharges, and total clearly","Confirm whether prices are tax-exclusive and calculate the applicable rate for the buyer's jurisdiction. Add shipping, fuel surcharges, or handling fees as separate lines before the final total.","For international buyers, include the currency code (USD, CAD, GBP, EUR) next to every dollar figure — ambiguity on currency has voided contracts.",{"step":366,"title":367,"description":368,"tip":369},6,"Define payment terms and deposit requirements","Set the deposit percentage, due date, and accepted payment methods. For projects over $5,000 or those requiring material procurement, require a minimum 30–50% deposit before mobilizing.","Include your bank ACH or wire details directly on the quotation so the buyer can initiate payment immediately upon acceptance.",{"step":371,"title":372,"description":373,"tip":374},7,"Specify the delivery timeline and conditions","Enter the estimated completion or delivery date and explicitly condition it on receipt of deposit and any buyer-supplied inputs. Name the shipping terms (FOB, delivered duty paid, etc.) for product orders.","Build in a buffer of 10–15% over your internal estimate. Missing a delivery date stated in the quotation can constitute a breach even if the delay was minor.",{"step":376,"title":377,"description":378,"tip":379},8,"List exclusions, get signatures, and file the executed copy","Add a specific exclusions list, complete the warranty block with a defined duration, and send the document for buyer signature. Store the countersigned copy in your project records before beginning any work.","Never mobilize resources before the signed quotation and deposit are in hand — verbal approvals and emails are difficult to enforce and invite scope disputes.",[381,385,389,393,397,401],{"mistake":382,"why_it_matters":383,"fix":384},"No validity period on the quoted price","A quotation without an expiry date may be treated as an open offer in several jurisdictions, allowing a buyer to accept it months later at outdated pricing and hold you to the terms.","Always state a specific expiry date — 30 days is standard for most services. For materials-intensive work, use 7–14 days and note the reason.",{"mistake":386,"why_it_matters":387,"fix":388},"Lump-sum pricing with no itemized breakdown","Corporate procurement systems require line-item detail to approve a purchase. A lump sum also gives the buyer nothing to anchor a change-order discussion to, making scope disputes nearly impossible to resolve on paper.","Break every quote into at least three to five line items — labor, materials, overhead, contingency, and tax — with individual quantities and unit prices.",{"mistake":390,"why_it_matters":391,"fix":392},"Starting work before receiving a signed acceptance","A buyer who has not formally accepted the quotation is not contractually bound to pay. If they dispute the price or scope after work has begun, the seller has no signed document to enforce.","Treat the signed quotation — not an email approval or verbal go-ahead — as the trigger for mobilization. Use eSign tools to remove friction from the acceptance step.",{"mistake":394,"why_it_matters":395,"fix":396},"Omitting exclusions from the scope","Buyers frequently assume that adjacent, related tasks are included in the quoted price unless they are explicitly excluded. Resolving implied-scope disputes can cost more time and money than simply doing the disputed work.","Add a numbered exclusions list to every quotation, even if it seems obvious. Permit fees, disposal, travel, after-hours labor, and third-party defects are the most commonly disputed omissions.",{"mistake":398,"why_it_matters":399,"fix":400},"No deposit requirement for custom or large-scale work","A seller who orders custom materials or commits crew time without a deposit carries full financial risk if the buyer cancels before delivery. The deposit also confirms the buyer's commitment.","Require a minimum 30–50% deposit for any project involving custom materials, significant labor mobilization, or a total value above a defined threshold in your business policy.",{"mistake":402,"why_it_matters":403,"fix":404},"Unclear or missing governing law clause","Without a governing law clause, both parties may assume different jurisdictions apply. Disputes over which court has authority to hear the case can delay resolution for months and add significant legal costs.","Always specify the governing jurisdiction — typically the seller's home state or province — and note whether disputes will be resolved by arbitration, mediation, or court.",[406,409,412,415,418,421,424,427,430],{"question":407,"answer":408},"What is a price quotation?","A price quotation is a formal document in which a seller offers to supply specific goods or services at a defined price, subject to stated terms and conditions. When a buyer accepts a quotation — typically by signing the acceptance block or issuing a matching purchase order — the quotation generally becomes a binding contract. It differs from a rough estimate, which is advisory and not binding.\n",{"question":410,"answer":411},"Is a price quotation legally binding?","A price quotation is generally legally binding once the buyer formally accepts it within the stated validity period. Acceptance can occur by signature, countersignature, or — in many jurisdictions — a written confirmation referencing the quotation number. The quotation must contain sufficiently definite terms (price, scope, parties) to constitute an enforceable offer. Consider consulting a lawyer if you are uncertain whether your acceptance mechanism meets local contract law requirements.\n",{"question":413,"answer":414},"What is the difference between a price quotation and a proforma invoice?","A price quotation is an offer document issued before the buyer commits — it invites acceptance and creates the contract upon acceptance. A proforma invoice looks like a standard invoice but is issued before delivery, typically for customs clearance, internal budget approval, or deposit requests. A proforma invoice does not create an accounts-receivable entry; a quotation, once accepted, authorizes the work or delivery and triggers a real payment obligation.\n",{"question":416,"answer":417},"How long should a price quotation be valid?","Thirty days is the most common validity period for service-based quotations. For work that depends on commodity materials, fuel costs, or foreign-currency pricing, 7–14 days is more appropriate. For very large or complex projects, some sellers extend to 60 or 90 days but reserve the right to revise for documented cost increases. Always state an exact expiry date rather than a general window.\n",{"question":419,"answer":420},"Does a price quotation need to be signed?","For a quotation to create a binding contract, there must be clear evidence of the buyer's acceptance. A signature block is the most defensible mechanism. In practice, many businesses accept email confirmation, but this creates risk if the buyer later disputes which version of the terms they agreed to. For any quotation above $1,000 or involving custom work, a signed acceptance is strongly recommended.\n",{"question":422,"answer":423},"What is the difference between a quotation and a purchase order?","A quotation is issued by the seller as an offer of price and terms. A purchase order is issued by the buyer to formally accept the quotation and authorize the seller to proceed. They document the same transaction from opposite sides. Both should reference each other by number so accounting and procurement teams can match them as a pair.\n",{"question":425,"answer":426},"Can I change the price after issuing a quotation?","You can revise pricing before the buyer accepts, by issuing a revised quotation with a new number or revision suffix (e.g., QT-2026-0047-R1). Once the buyer has formally accepted within the validity period, the original price is binding. After the validity period expires, you may issue a new quotation at updated prices. Including a validity clause is the primary mechanism for protecting against being locked into outdated costs.\n",{"question":428,"answer":429},"What should I do if the buyer requests changes after accepting a quotation?","Post-acceptance changes to scope, price, or timeline should be documented in a written change order or addendum that both parties sign before the additional work begins. Proceeding with verbal scope changes and billing for them later is one of the most common sources of payment disputes in project-based businesses. A simple change-order form that references the original quotation number is sufficient.\n",{"question":431,"answer":432},"Do I need a separate contract if the buyer signs my quotation?","For straightforward transactions, a detailed signed quotation serves as the contract. For complex, long-term, or high-value engagements — or those involving IP, confidentiality, or significant liability — a separate master service agreement or project contract is advisable. The quotation then functions as a statement of work or schedule to that master agreement. A lawyer can advise on the appropriate structure for your specific situation.\n",[434,438,442,446],{"industry":435,"icon_asset_id":436,"specifics":437},"Construction and trades","industry-construction","Material and labor split, phased payment schedule tied to project milestones, permit exclusions, and lien-waiver provisions upon final payment.",{"industry":439,"icon_asset_id":440,"specifics":441},"Manufacturing and wholesale","industry-manufacturing","Bulk unit pricing with MOQ thresholds, FOB shipping terms, lead time conditioned on raw material availability, and currency-risk caveats for international buyers.",{"industry":443,"icon_asset_id":444,"specifics":445},"IT and technology services","industry-saas","Licensing vs. professional-services line items separated, SLA references, third-party software costs passed through at cost, and change-order procedure for scope creep.",{"industry":447,"icon_asset_id":448,"specifics":449},"Professional services","industry-professional-services","Hourly or fixed-fee structure, retainer deposit requirements, out-of-pocket expense reimbursement at cost, and confidentiality references linking to a separate NDA.",[451,453,456,459],{"vs":89,"vs_template_id":253,"summary":452},"A price quotation is issued by the seller as an offer of terms and price. A purchase order is issued by the buyer to accept and authorize that offer. They are the two halves of the same transaction. Both documents should reference each other by number so accounting teams can match them without ambiguity.",{"vs":245,"vs_template_id":454,"summary":455},"D{PROFORMA_INVOICE_ID}","A proforma invoice resembles a standard invoice but is advisory — issued before delivery for customs, budget approval, or deposit purposes without creating a real accounts-receivable entry. A price quotation is an offer that becomes a binding contract upon acceptance. Use a proforma when delivery is imminent; use a quotation when the buyer has not yet committed.",{"vs":119,"vs_template_id":457,"summary":458},"service-agreement-D12711","A service agreement governs an ongoing or multi-engagement relationship with master terms covering liability, IP, confidentiality, and dispute resolution. A price quotation is a transaction-specific document that covers scope and price for a single defined project or order. For complex or long-term client relationships, both documents are typically used together.",{"vs":460,"vs_template_id":242,"summary":461},"Invoice","An invoice is a payment demand issued after goods are delivered or services are completed. A price quotation is an offer issued before the work begins. A quotation triggers the decision to proceed; the invoice closes it. For clean accounting, the invoice should reference the original quotation or purchase order number.",{"use_template":463,"template_plus_review":467,"custom_drafted":471},{"best_for":464,"cost":465,"time":466},"Small businesses and freelancers issuing standard project or product quotations under $50,000","Free","10–20 minutes per quotation",{"best_for":468,"cost":469,"time":470},"Businesses quoting complex multi-phase projects, international buyers, or work with significant liability exposure","$200–$500 for a lawyer or contracts specialist to review terms","1–3 days",{"best_for":472,"cost":473,"time":474},"High-value contracts, regulated industries, or quotations that serve as the primary binding agreement for a long-term engagement","$500–$2,500+","3–10 business days",[476,481,486,491],{"code":477,"name":478,"flag_asset_id":479,"note":480},"us","United States","flag-us","Under the UCC (Article 2), a signed quotation for the sale of goods over $500 is generally enforceable as a contract once accepted. For services, common-law contract rules apply and vary by state. California, New York, and Texas each have specific rules around offer acceptance, electronic signatures, and contractor licensing that affect quotation enforceability. A governing-law clause selecting your home state is strongly recommended.",{"code":482,"name":483,"flag_asset_id":484,"note":485},"ca","Canada","flag-ca","Canadian contract law treats a quotation as an offer that becomes binding upon clear acceptance. GST/HST must be identified separately on any quotation for tax compliance under the Excise Tax Act. In Quebec, contracts governed by the Civil Code of Quebec require bilingual documentation for provincially regulated commercial transactions. Construction quotations in Ontario and British Columbia interact with lien legislation — consult provincial requirements for any project above $10,000.",{"code":487,"name":488,"flag_asset_id":489,"note":490},"uk","United Kingdom","flag-uk","Under English contract law, a quotation is an offer and acceptance creates a binding contract. The Sale of Goods Act 1979 and the Supply of Goods and Services Act 1982 imply quality and fitness-for-purpose terms into commercial quotations. VAT must be stated separately on all business-to-business quotations. Construction quotations must comply with the Construction Act 1996, which imposes payment notice and adjudication rights on most building contracts.",{"code":492,"name":493,"flag_asset_id":494,"note":495},"eu","European Union","flag-eu","VAT treatment and invoicing rules vary by member state but all EU-registered sellers must include VAT registration numbers and applicable rates on formal quotations. The EU Late Payment Directive sets a default 30-day payment term for B2B transactions unless otherwise agreed. GDPR applies to any personal data included in quotations — typically limited to contact names, but data handling obligations still apply. France, Germany, and the Netherlands impose additional requirements on commercial offer documents for certain regulated industries.",[253,242,457,497,498,499,500,501,502,503,504,505],"credit-note-D13639","non-disclosure-agreement-nda-D12692","independent-contractor-agreement-D160","job-offer-letter-long-D12769","small-business-expense-report-D13396","product-launch-plan-D12799","financial-projections_12-months-D360","employment-agreement_at-will-employee-D541","strategic-planning-template-D13857",{"emit_how_to":194,"emit_defined_term":194},{"primary_folder":97,"secondary_folder":508,"document_type":509,"industry":510,"business_stage":511,"tags":512,"confidence":518},"bids-and-quotes","form","general","all-stages",[513,514,515,516,517],"quote","pricing","customer-acquisition","template","sales-proposals",0.92,"\u003Ch2>What is a Price Quotation?\u003C/h2>\n\u003Cp>A \u003Cstrong>Price Quotation\u003C/strong> is a formal written offer issued by a seller to a prospective buyer that states the exact price, scope, and conditions under which specific goods or services will be provided. Unlike a rough verbal estimate, a properly drafted price quotation sets out itemized line items, payment terms, a validity period, and an acceptance mechanism — and once signed by the buyer, it generally functions as a binding contract. It protects the seller by locking in agreed pricing and scope before any work begins, and it protects the buyer by creating an enforceable record of what was promised at what cost.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a formal signed quotation, scope disputes are almost impossible to resolve on paper. Buyers who receive only a verbal or email price estimate regularly contest what was included, what the final total should be, and when payment is due — and sellers who begin work without a signed document have little recourse when a client disputes the bill or cancels mid-project. A structured price quotation with an explicit exclusions list, deposit requirement, and validity period eliminates these gaps before work begins. It also satisfies procurement requirements at most corporate and government buyers, who cannot raise a purchase order — and therefore cannot legally pay — without a formal quotation referencing their RFQ. For any project involving custom materials, significant labor, or a total value above a few thousand dollars, a signed quotation is the single document that determines whether you get paid in full.\u003C/p>\n",1779480618532]