Sales Quote Agreement
Share clear and professional sales quotes with clients. Include pricing, terms, and validity dates to close deals faster and build trust.
About this template
Sales teams often need to prepare quotes quickly for prospects. A well-designed Sales Quote Template helps you present product prices, discounts, delivery timelines, and payment terms clearly. This reduces confusion, speeds up approvals, and builds client trust.
With Formester, you can generate polished quotes without extra effort. You can also build your own form in seconds using AI to customize sales quotes for different products or services, saving your team valuable time.
What is a Sales Quote Template?
A Sales Quote Template is a structured document that provides customers with itemized pricing and conditions for a product or service before purchase. It ensures both parties are aligned on costs and expectations before closing the deal.
Why use a Sales Quote Template?
When selling products or services, clarity is key. A Sales Quote Template keeps everything transparent by outlining pricing, terms, and conditions upfront. With Formester, you can also create fillable PDF forms so clients can approve and sign quotes online instantly.
How to Use the Template:
Select the Sales Quote Template.
Click “Use Template.”
Add customer details and product or service descriptions.
Enter prices, discounts, and terms.
Generate a PDF and share it with your client.
Collect approvals and keep digital records.
If you receive existing quotes in static PDF format, you can easily convert them into fillable forms for quicker client responses.
Key Features
Pre-built structure for sales quotes.
Easy customization with products, services, and terms.
Supports discounts, taxes, and delivery details.
Fillable PDF for faster client approvals.
Automatic PDF generation for records.
Frequently Asked Questions
Yes. The template works for both product-based and service-based sales.
Yes. You can set tax rates and discounts, and the system updates totals instantly.
Absolutely. You can add your logo and customize colors for a branded look.
Clients can approve it online or you can export it as a PDF for signatures.
Looking for more templates?
Simplify your form creation process with our range of professionally designed form templates. Choose from a variety of styles and designs, including contact forms, surveys, job applications, and more - all available now for free!
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