Quote template
A free quote template with the parts a client needs to say yes: the scope line by line, the price, tax, and how long the offer holds. Fill it in and download the PDF, or pick your trade below for a version that starts with a realistic scope.
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What is on the quote template, and why
| Quote number | So the client and you can refer to it later, and the contract can point to it. |
| Valid until | How long the price holds. Thirty days is common. |
| Scope lines | Each deliverable or stage on its own line, so the client can drop one without renegotiating the rest. |
| Quantity and unit | Days, hours, pages, images: whatever you actually price by. |
| Tax and total | The total the client will be invoiced, with tax shown, so the invoice holds no surprises. |
| Terms | Revisions included, deposit, stages, and how many days each invoice has. |
Quote templates by trade
Written per trade: example lines for the work, and the things people in that trade tend to forget.
Questions
Can I use this as an estimate template?
Yes. Write Estimate in the notes and say the figure can change, and by how much. A quote is a fixed price for a fixed scope; an estimate is your best guess.
How do I turn an accepted quote into an invoice?
Here, copy the lines into the invoice generator. In OIO an accepted proposal turns into an invoice draft with the same client, project and lines.
Is the quote template free?
Yes, with no account and no limit. The PDF has a small Made with OIO line at the foot.
One app for the paperwork and the work
In OIO proposals, invoices and contracts belong to the client and the project they're for, and the money view shows what is outstanding and what is paid. Free plan, no card.
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