Sales template
Quotation / Estimate Template
Quick answer
A professional quotation to send prospects with pricing, scope, and validity. When to use it: When a prospect requests pricing before committing — a clear quote builds trust and sets expectations.
| Fill in 1 | Your business details |
|---|---|
| Fill in 2 | Client name |
| Fill in 3 | Quote number & date |
| Fill in 4 | Scope/items & prices |
| Fill in 5 | Validity period |
What's in it — and why
Validity period
States how long the quoted prices hold. Protects you from cost increases (materials, FX, fuel) and signals the client to decide promptly.
Scope / exclusions
Defines exactly what is and isn't covered so the eventual invoice matches expectations and scope-creep disputes are avoided.
Tax treatment (inclusive/exclusive)
Clarifies whether the total includes sales tax; prevents arguments at invoicing. Only FBR-registered suppliers may add sales tax.
Payment terms
Advance/milestone structure protects cash flow and reduces credit risk before you commit resources.
Quotation is not a tax invoice
A quote does not create a tax point. The line makes clear a compliant Tax Invoice follows on order confirmation, keeping FBR records clean.
Acceptance / PO reference
Converts the quote into a binding order. A signature or referenced PO is your evidence of the agreed price and scope.
The template
Copy the text below (or download a Word copy) and replace everything in [BRACKETS].
================================================================
QUOTATION
================================================================
[COMPANY NAME]
[Address, City, Postal Code]
NTN: [NTN] STRN: [STRN (if registered)]
Phone: [PHONE] Email: [EMAIL] Web: [WEBSITE]
----------------------------------------------------------------
Quotation No.: [QTN-2026-0001] Date: [DD-MMM-YYYY]
Valid Until: [DD-MMM-YYYY] Prepared by: [NAME]
----------------------------------------------------------------
TO (CLIENT)
----------------------------------------------------------------
[CLIENT NAME / COMPANY]
Attn: [CONTACT PERSON]
[Address, City]
Phone/Email: [DETAILS]
Subject: Quotation for [SCOPE / PROJECT / GOODS]
Dear [CONTACT PERSON],
Thank you for your enquiry. We are pleased to quote as follows:
SCOPE OF SUPPLY
+----+----------------------------+-----+------+-----------+-----------+
| # | Item / Description | Qty | Unit | Rate(PKR) | Amount |
+----+----------------------------+-----+------+-----------+-----------+
| 1 | [DESCRIPTION] | [Q] | [U] | [RATE] | [AMOUNT] |
| 2 | [DESCRIPTION] | [Q] | [U] | [RATE] | [AMOUNT] |
| 3 | [DESCRIPTION] | [Q] | [U] | [RATE] | [AMOUNT] |
+----+----------------------------+-----+------+-----------+-----------+
Subtotal ............................. PKR [SUBTOTAL]
Discount ............................. PKR [DISCOUNT]
Sales Tax @ [RATE %] (if applicable).. PKR [TAX]
------------------------------------------------------------
TOTAL ESTIMATE ....................... PKR [TOTAL]
------------------------------------------------------------
Amount in words: [AMOUNT IN WORDS] Rupees Only.
TERMS & CONDITIONS
----------------------------------------------------------------
1. Validity: This quotation is valid for [N] days from the date
above; prices are subject to revision thereafter.
2. Payment: [e.g. 50% advance, 50% on delivery] via [METHOD].
3. Delivery/Completion: within [N] days of confirmed order &
advance receipt.
4. Taxes: Prices are [inclusive / exclusive] of sales tax.
Sales tax charged only if supplier is FBR-registered.
5. Warranty/Support: [DETAILS, if any].
6. Quotation is an estimate, not a tax invoice; a Tax Invoice
will be issued on order confirmation.
7. Prices assume [ASSUMPTIONS / EXCLUSIONS].
To proceed, please sign and return this quotation or issue a
Purchase Order referencing the quotation number above.
Accepted for & on behalf of [CLIENT]:
_____________________ Date: ____________
Name / Signature / Stamp
Regards,
[YOUR NAME], [DESIGNATION]
[COMPANY NAME]
================================================================Related on BuzIntel
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