The figures on this sheet add up as you type. A quotation is an offer of price for a named customer, so the page also carries a validity window, a scope statement and a list of exclusions. The entry you make stays in this browser and is never sent to a server.
Not tax or legal advice. A quote is an offer, not a bill. The tax line is a multiplier over the numbers you enter. Check the rate, the currency and the required wording against the rules where you trade. Nothing is uploaded — no account, no server copy.
Quotation
| Quote number | Q-2026-0417 |
|---|---|
| Date | — |
| Valid until | — (30 days) |
| Prepared for | Lakeside Property Group Attn: procurement, 12 Quay Street, Brightwater |
|---|---|
| Reference | Site visit 9 June |
Scope
Supply and install of powder-coated balustrade to the east terrace, including posts, top rail and fixings. Finish to RAL 7016 as sampled. Excludes groundworks and any painting of existing structure.
Line items
| Description | Qty | Unit price | Amount | |
|---|---|---|---|---|
| Balustrade panels, 1.1 m high, powder coated | 0.00 | |||
| Site survey and first fix, one visit | 0.00 |
Exclusions and assumptions
This price assumes clear site access and a single scaffold position. Changes to length, finish or access after acceptance are quoted separately. Valid only for the named customer and reference above.
Acceptance
Sign below to accept this quotation at the total shown. Acceptance forms a contract on the terms stated. Return a copy by the valid-until date to hold the price.
Accepted by ________________________ Date ____________ Signature ________________
Example content only. A quote is an offer, not a contract and not a tax document; the page is not tied to any payment system. Confirm the fields, the rate and the wording against the rules where you trade before you send the quote.
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What a quotation sets out to do
A quotation is an offer to carry out work or supply goods at a stated price for one named customer, and it is not a request for payment. The moment a customer accepts the offer, the figures on the page usually become the basis of a contract, which is why the document has to carry more than a single price. It needs a validity window, a scope statement, and a list of what is excluded, because those three things are what stop a later disagreement about price from becoming a disagreement about what was actually agreed between the two sides.
The page loads with a worked example so the position of every field is visible at a glance. Each word on the sheet can be edited where it stands, so the example is overwritten line by line rather than rebuilt from nothing. The entries you make stay in this browser on the device you are using; the only copies are the printout, the PDF the browser produces, and a draft held in local storage.
A quotation that is revised should be re-issued under a fresh number and a new valid-until date rather than quietly altered, because the customer is entitled to know which version they are accepting. Keeping the old and new versions as separate documents is the simplest way to avoid a dispute about which promise applied.
Fields a quotation usually carries
Different trades and different countries expect different details, but the core set is stable. The table maps each field to the commercial question it answers, so a missing field is easy to spot before the quote leaves the building and reaches the customer.
| Field | The question it answers |
|---|---|
| Quote number | Which offer is this, when it is referred to later? |
| Date | When was the offer made? |
| Valid until | How long is the price held, and after when must it be re-priced? |
| Customer and reference | Who is the offer for, and what enquiry does it answer? |
| Scope summary | Exactly what work or goods does the price cover? |
| Line items | What is each part, how many, and at what unit price? |
| Subtotal, tax, total | What is owed if the quote is accepted exactly as written? |
| Exclusions | What is deliberately not included in the price? |
| Acceptance line | Where does the customer sign to turn the offer into a contract? |
A quote that omits the valid-until date invites a customer to accept a price months later after costs have moved. A quote that omits exclusions invites a dispute about whether a change was in scope. Both fields exist to protect the person who wrote the quote as much as the person who receives it, and neither should be treated as optional decoration.
Fixed price against estimate
The same arithmetic can sit under two very different commitments. The table contrasts a fixed-price quote with an estimate-style quote so the right label is used on the right job, and so the customer is not misled about what the number means.
| Approach | What it commits you to |
|---|---|
| Fixed-price quote | The total shown is what you charge if the scope stays as written. Changes need a new quote. |
| Estimate | A planning figure, not a ceiling. The final charge can move with actual time, materials or findings. |
| Quote marked estimate | Contradictory. Pick one label; mixing them creates a dispute about which promise applies. |
The arithmetic on the sheet is identical either way; only the wording around the total changes. Marking a document both quote and estimate is the most common way these documents fail, because it tells the customer two different things about the same number and leaves the business unable to say which one it intended.
How the arithmetic on this sheet works
The totals block is the same engine used by the invoice page, and it is worth reading once so the figures can be checked by hand rather than trusted blindly.
- Each line amount is quantity multiplied by unit price, shown rounded to two decimals. A quantity of 2.5 at a unit price of 10.33 gives 25.825 and displays 25.83.
- The subtotal adds those line amounts and rounds once at the end, so printed lines can differ from the printed subtotal by a cent when several lines have awkward fractions.
- Tax is subtotal multiplied by the rate typed into the tax line. The rate accepts decimals, so 7.5 works.
- The total is subtotal plus tax.
Rounding is two-decimal for display only. Where a jurisdiction requires per-line rounding, or rounding at a different precision, the figures should be adjusted by hand or the tax entered as its own line with the rate set to zero. The block computes the common case and nothing more, which is the honest limit of a sheet of paper.
Printing a quotation without surprises
A quotation is usually read on screen and then printed for signature, so the printed copy has to match what was agreed. The notes beneath cover this document only; the printing guide holds the full A4-against-Letter and scaling checklist.
- Set the paper size to match the selector at the top of the sheet. When the two disagree, the driver rescales the page and the signature line can drift off the bottom edge.
- Leave the scale at 100 percent. The fit-to-page option rewrites every column boundary, and a quote whose totals no longer line up with the on-screen version looks like two different documents.
- Turn headers and footers off in the browser dialog. The browser prints the date and the page address across the bottom, which lands on top of the acceptance line.
- Leave margins at Default or None. The sheet already carries its own 16 mm inner margin, so an extra printer margin only shrinks the usable area.
The totals block sits in a fixed-width column measured in millimetres and does not reflow when the paper size changes, because a total that jumps position between A4 and Letter is exactly the kind of detail that gets a quote queried by a careful accounts team.
Where this sheet stops
- No versioning. If a quote is revised, the old and new versions are the same file with different numbers; nothing tracks which one a customer actually saw.
- No acceptance tracking. A signature line is printed, but whether it was signed, by whom, and when, is not recorded anywhere by this page.
- No e-signature. The acceptance space is a blank line to sign by hand or scan; there is no cryptographic or verified signature.
- No contract terms beyond what is typed. Liability, intellectual property, and cancellation live outside this sheet unless you add them.
- No tax position. The rate is a figure you type into the box; this page does not decide how the supply should be treated for tax.
Related pages
- Invoice template — the same figures once the work is agreed and payment is due.
- Receipt template — the short proof that payment was received.
- Purchase order template — the buyer’s side of the same transaction.
- Letterhead template — a reusable header block for documents that are not quotes.
- Timesheet template — where the quantity column comes from when the unit is hours.
- Print at the right size — the general checklist for A4 against Letter and exact scaling.