Bao CRMFree quote template: fill it in online and download a PDF
Fill in the form below: your quote builds itself as you type, then you save it as a PDF or print it. It is free, with no sign-up, and nothing is sent: everything stays in your browser. Choose your currency, add VAT, GST or sales tax if you charge it, and the totals are worked out for you.
Free quote generator
The quote appears under the form as you fill it in. Nothing is saved, so download the PDF before you close the page.
The generator checks that the basics are filled in. It does not make your quote compliant with the rules of your country or trade, and it is not legal or tax advice. To get a PDF, choose “Save as PDF” in the print window.
What to include in a quote
A good quote answers four questions for your client: who is offering, what exactly they get, how much it costs and how long the offer stands.
| Element | Example |
|---|---|
| Your name and contact details | Sam Taylor Design, 12 Mill Lane, Bristol, hello@samtaylor.design |
| Tax or company number, if you have one | VAT number, EIN, ABN or company number |
| Client name | Harbour Coffee Ltd |
| Quote number and date | Q-2026-014, 4 November 2026 |
| Expiry date | Valid until 4 December 2026 |
| Line items | Description, quantity, unit price and amount for each item |
| Tax and total | Subtotal, VAT at 20%, total |
| Payment terms | 50% deposit, balance within 30 days |
| What is included or not | Two rounds of revisions, hosting not included |
| Acceptance | Space for the client’s name, signature and date |
For the method behind each line, from scoping the job to pricing it, read how to write a quote for a job. Some trades and countries require more, such as licence numbers, insurance details or consumer cancellation rights. Check the rules that apply to you.
Quote template to copy
Prefer your own word processor or Google Docs? Copy this template and replace everything in brackets.
[Your business name]
[Address]
[Email and phone]
[Tax or company number]
Quote [Q-2026-001]
Date: [date]
Valid until: [date]
Prepared for
[Client name]
[Client address]
Project: [short description]
[Item 1] — [quantity] × [unit price] = [amount]
[Item 2] — [quantity] × [unit price] = [amount]
Subtotal: [amount]
[Tax name] at [rate]%: [amount]
Total: [amount]
Payment terms: [deposit, due date, payment method]
Included: [what is included and what is not]
Accepted by (name, signature and date):
A worked example
Sam, a freelance designer in the UK, quotes a website for a café. Sam is VAT-registered and asks for a deposit.
| Line item | Qty | Unit price | Amount |
|---|---|---|---|
| Website design, 5 pages | 1 | £1,800.00 | £1,800.00 |
| Copywriting, per page | 5 | £120.00 | £600.00 |
| Training session, per hour | 2 | £75.00 | £150.00 |
Subtotal £2,550.00, VAT at 20% £510.00, total £3,060.00. With a 30% deposit, the client pays £918.00 on acceptance. The quote is valid for 30 days and includes two rounds of revisions.
Quote or estimate: what is the difference?
An estimate is your best guess of the cost: the final price can move once the work starts. A quote is a firm offer at a stated price: once the client accepts it, you should not charge more unless the scope changes and they agree. Use a quote when you can price the work precisely, and an estimate when you cannot yet.
In practice, many people search for an “estimate template” when they need a quote. This generator works for both: write “Estimate” in the project line if the prices are approximate.
Sending the quote and following up
- Send the PDF by email, with two or three lines summarising the price and the expiry date.
- Note a follow-up date as soon as it is sent. Three to five working days later, a short message is enough.
- Ask for the signed quote or a written “I accept” before you start.
- If the scope changes, send a new version with a new number instead of editing the old one.
This generator stops at the PDF: it does not save your quotes or remind you to follow up. For what to write, use our 5 quote follow-up email templates; to be reminded, that is what Bao CRM is for.
Frequently asked questions
Is this quote generator really free?
Yes. There is no account, no limit on the number of quotes and no paid upgrade. The PDF only carries a small “Created with baocrm.com” line at the bottom.
Is my information saved or sent anywhere?
No. The quote is built in your browser and nothing is sent to a server or stored. If you close the page, the form is cleared, so save the PDF first.
Is a quote legally binding?
Once your client accepts it, a quote generally becomes an agreement to do the work at the stated price. The exact rules depend on your country and your trade, so check them locally; this page is not legal advice.
Can I add VAT, GST or sales tax?
Yes. Enter the name of the tax and its rate: the quote then shows the subtotal, the tax amount and the total. Leave the rate empty if you do not charge tax.
Which currencies can I use?
US dollars, pounds sterling, euros, Canadian dollars, Australian dollars and Swiss francs. Amounts and dates follow the usual format of each currency’s main market.
What is the difference between a quote and an invoice?
A quote is sent before the work, to agree on a price. An invoice is sent after the work, or at agreed stages, to ask for payment. This generator only makes quotes.