Sales Quotation

What is Sales Quotation?

Sales Quotation, also known as a sales quote or a price quote, is a document that provides the customer with the proposed cost of a product or service. It is a formal written estimate that includes details such as the quantity, price, and description of the items or services being offered. Sales quotations are commonly used in business-to-business transactions, and they serve as a preliminary proposal for potential customers to consider.

What are the types of Sales Quotation?

There are several types of sales quotations that businesses can use based on their specific needs. Some common types include: 1. Standard Sales Quotation: This is a general quotation that provides the customer with the standard pricing and terms. 2. Customized Sales Quotation: This type of quotation is tailored to meet the specific requirements of the customer, such as customized pricing, discounts, or additional services. 3. Pro Forma Sales Quotation: Pro forma quotations are used to provide a preliminary cost estimate before the final invoice is issued. 4. Online Sales Quotation: With the advent of e-commerce, many businesses offer online sales quotations that can be generated and sent electronically through websites or software platforms.

Standard Sales Quotation
Customized Sales Quotation
Pro Forma Sales Quotation
Online Sales Quotation

How to complete Sales Quotation

Completing a sales quotation requires careful attention to detail to ensure accuracy and professionalism. Here is a step-by-step guide to help you complete a sales quotation: 1. Start with a professional template: Begin by selecting a sales quotation template that matches your business aesthetics and branding. 2. Fill in the customer and company information: Include your company's name, address, contact details, and the customer's information. 3. List the items or services: Clearly specify the items or services being quoted, including their quantities, descriptions, and prices. 4. Calculate totals: Calculate the total cost for each item or service, as well as any applicable taxes or discounts. 5. Include terms and conditions: Specify the payment terms, delivery details, and any other relevant terms and conditions. 6. Review and proofread: Double-check all the information to ensure accuracy and professionalism. 7. Save and share: Save the completed sales quotation as a PDF file and share it with the customer via email or any other preferred method.

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Start with a professional template
02
Fill in the customer and company information
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List the items or services
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Calculate totals
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Include terms and conditions
06
Review and proofread
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Save and share

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Video Tutorial How to Fill Out Sales Quotation

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Questions & answers

Quoted a price of 300, she bought it at once.
What should I include in a quote template? your telephone number and email address. recipient's name, address and contact information. the date that the quotation was made. a brief description of services and their price. name, price and quantity of any goods sold. VAT where applicable.
What to include in a quote Business details. Providing your ABN and contact information is a legal requirement. Total cost. Breakdown of costs. Variations. Revisions. Schedule for work. Payment terms and conditions. Quote expiry date.
A professional sales quotation contains an itemized list of products and services defining the prices and terms of sale and payment. Before making a purchase. sales quotes is created at the request of a prospective buyer who is interested in knowing the cost of certain products or services.
Enter a detailed description of your product and service business. Mention every product and service you provide, along with their price quote to give a rough idea to your client. The itemized quote should include a concise description of the items and their quantity, per unit price, and total price.
What to include in a quote Business details. Providing your ABN and contact information is a legal requirement. Total cost. Breakdown of costs. Variations. Revisions. Schedule for work. Payment terms and conditions. Quote expiry date.