Free quotation template.
Offer a clear price before the work starts. Copy or print the layout, and use the guide below to fill it in.
A made-up example. Every name, number and bank detail below is fictional.
12 Jalan Contoh 3/4
50000 Kuala Lumpur
hello@contoh-studio.example
+60 3-0000 0000
Attn: Puan Sampel
8 Lorong Sampel 1
47000 Petaling Jaya, Selangor
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Signboard design Two rounds of changes included | 1 | RM 1,200.00 | RM 1,200.00 |
| Signboard printing Weatherproof material, 2 boards | 2 | RM 1,450.00 | RM 2,900.00 |
| Installation At your shopfront, one visit | 1 | RM 600.00 | RM 600.00 |
Account name: Contoh Studio Sdn Bhd
Account no.: 0000 0000 0000 (placeholder)
Reference: use the document number
This quotation is an offer, not an invoice. An invoice follows after you accept.
How to fill it in
A quotation is an offer. It tells the customer what you will do and what it costs, so both sides agree before any work starts. Go through the template from top to bottom.
- Your business details. Logo, business name, address, email and phone, so the customer knows who is making the offer.
- The quotation number. Number each quote in running order, such as QUO-0001. When the customer accepts, you can refer to it on the invoice.
- Dates. Add the date you made the quote and a "valid until" date. Prices change, so do not leave the offer open forever.
- Prepared for. The customer's full name or company and address.
- Line items. Break the job into parts the customer can understand. Add a short note under a line if it helps explain what is included.
- Totals. Subtotal, any discount, tax only if you are tax registered, and the quoted total.
- Proposed payment. Say how you would like to be paid, for example a deposit to confirm and the balance on completion.
- Terms and signature. State what is and is not included, and leave a line for the customer to sign and date to accept.
Getting the numbers right
Quote in the same way you will later invoice, so the two documents match. Each line is quantity multiplied by unit price.
| Signboard design, 1 x RM 1,200.00 | RM 1,200.00 |
| Signboard printing, 2 x RM 1,450.00 | RM 2,900.00 |
| Installation, 1 x RM 600.00 | RM 600.00 |
| Subtotal | RM 4,700.00 |
| Discount | - RM 300.00 |
| Quoted total | RM 4,400.00 |
Working out the deposit
A 30% deposit on RM 4,400.00 is RM 1,320.00. The balance is the rest, RM 3,080.00. Together they make RM 4,400.00.
Rules change.Confirm current rates and dates with the Royal Malaysian Customs Department, LHDN or your accountant. Faas gives general education, not legal or tax advice.
Tips for quotes that win work
- Reply fast. A quick, clear quote often beats a slightly cheaper slow one.
- Describe what is included and what is not, so there are no surprises later.
- Always put a valid-until date on it.
- Break big jobs into a few lines. One huge number is harder to say yes to.
- Make accepting easy: a signature line, or a simple reply of "accepted".
- Keep the quote when it is accepted. If the job changes, send a new version instead of editing the old one.
Make it automatic with Faas.
Build the quote once, send it in a tap, and turn it into an invoice the moment the customer says yes. No retyping.
- See when the customer has viewed your quote
- Convert an accepted quote into an invoice in one tap
- Credit notes when something changes later
Quotation template questions
What is the difference between a quotation and an invoice?
Is a signed quotation a contract?
How long should a quote stay valid?
Should I ask for a deposit on a quote?
Can I change a quote after sending it?
Send your first quote from Faas.
Quotes, invoices and payments stay linked, so nothing is typed twice.