Quotation Templates for FREE

Have a impact on clients with Refrens quotation templates.

Create, Manage & Track Quotes for businesses in Hong Kong.

Create Quotation Using Free Quotation Templates
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Quotation Template in PDF (Add quotation details and download it in PDF format.)

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Use Refrens quotation templates to create professional quotations

(You can choose the template in last step after making the quotation)
Quotation Template
Quotation Template
Quotation Template - Letterhead
Quotation Template
Classic Quotation Template
Quotation Template
Printable Quotation Template
Quotation Template
Modern Quotation Template
Quotation Template
Quotation Template - Business
Quotation Template
Get Your Free Quotation Templates NowCreate Free Quotation

Features of Quotation Templates

Customization of Columns
Customized TemplatesEasy to customize templates as per the requirement. No need of entering the details again and again. Add multiple custom columns and fields.
Customization of Quotation & Estimate
Customized ColorsSelect from a variety of colors. Refrens provide 250+ colors for your quotation template along with margin and print format.
Manage your quotations
Keep RecordsNo need of searching for the quotation on computer. Easy to manage and track all your quotations at one place on Refrens.
Create invoice from quotation with one click
Quotation to InvoiceOne click conversion to invoice using quotation. No need of creating the invoice from scratch.
Email and track quotation
Track Your QuotationsSend quotation via mail and check whether your client opened your quotation or not.
Schedule your Email and send quotation on time
Schedule Your EmailSchedule your email for the future date and send quotation to your client on time even when you are not working.
Multiple Currency and Country supported on quotation template
Countries SupportedRefrens quotation template support more than 150+ countries and currencies, even the rarest of the rare.
Upfront Support
Upfront SupportGet live support from our experienced support executive. We are available on chat and on WhatsApp.

Frequently Asked Questions (FAQ)

A quotation format is a document that contains all the information that includes product name, amount, quantity, and other essential details. You can easily edit this document and can customize it as per your requirement.

You can easily create a quotation using Refrens quotation template, you just have to add some details on the template:

  1. The name, address, logo, and other vendor details.
  2. Same as vendor details add buyers' information.
  3. Fill out the product or service name with a description.
  4. Add quantity or hours worked with your price or hourly rate.
  5. Clearly define the terms & conditions on the quotation.
  6. Sign of an authorized person.

Quotation template must include:

  1. Quotation at the top of the document.
  2. Quotation number and date.
  3. Logo of the company.
  4. Seller details with all relevant information.
  5. Buyer details with name and address, contact number.
  6. Product name, quantity, and rate.
  7. Terms and conditions.
  8. Accepted mode of payments.
  9. Signature.

Yes, you can customize Refrens quotation template by adding the logo, custom fields and columns, or by hiding the irrelevant columns. You can also change the color of the quotation, add letterhead at the top of the quotation.

Using our quotation template, you can create quotations in Excel and Word Format. Different types of templates include the freelance quote, service quote, price quote, business quote and construction quote templates.

Free Quotation Templates

Why one should use a quotation template for the Hong Kong business?

Why should businesses leverage a quotation template? Picture this: a well-structured and professionally crafted quotation isn't just another piece of paperwork; it's the face of your business, especially when wooing potential clients. When clients shop around for services or products, they're not just eyeing the prices; they're scrutinizing the professionalism and clarity showcased in each quotation received.

Let's paint a scenario: imagine a client scouting for a web developer to spruce up their website. They compile a list of potential vendors, reaching out to each with project specifics. What do they await eagerly? A detailed quotation, encompassing costs and project timelines.

Now, here's the kicker: upon perusing these quotations, clients don't merely skim through them; they dissect them meticulously. What catches their eye? Not just the figures but the professionalism exuded through a well-designed quotation. It speaks volumes about your business - organized, transparent, and detail-oriented. And guess what? It cultivates trust, nudging clients closer to sealing the deal.

But hold up, it's not just about appearances. A polished quotation brings clarity and transparency to the table. It spells out services, costs, terms, and timelines, ensuring everyone's on the same page. And in a cutthroat market, it's your golden ticket to stand out. A visually appealing document amidst a sea of bland ones? You've got their attention.

Now, let's talk efficiency. Quotation templates aren't just eye candy; they're time savers. Tailor your offerings effortlessly, juggling different clients and services without breaking a sweat. Efficiency? Check. Now, onto conversion. A compelling quotation isn't just an offer; it's a persuasion tool. It screams value, nudging clients towards that 'yes.'

And guess what? Streamline your workflow further. Transition seamlessly from quotation to invoice, no fuss. It's a win-win.

If you are looking for invoice templates or invoice generator, you can go for Refrens free tools.

Elements of Quotation Templates in Hong Kong

In today's competitive world just creating a quotation is not enough to it is also important to know the proper format of the quotation before making one. So here is the list of elements you must have in your quotation-making process.

  1. It is a good practice to add "Quotation" at the top of the document as a title.

  2. Add a quotation number, so that when creating an invoice it can be used as a reference number.

  3. Quotation date and due date.

  4. Seller's company information with name, address, email, phone number, and all other relevant information.

  5. Buyer information like name, address, email, and phone number.

  6. Product or service name you are going to offer to the client.

  7. After adding the name of the product, give a detailed description of the product so that it becomes easy for your client to understand.

  8. Detailed breakdown of the amount as per the project so that you can client can analyze and compare it with others.

  9. Total cost to complete the project.

  10. Also mention on the quotation that pricing is not constant and it may vary depending on various factors.

  11. Terms and conditions. Here you can add the terms related to the project like the payment mode you will accept or any other conditions.

  12. Additional Notes: you can add extra notes if you want to like how many revisions you will provide in case of any changes needed by the client.

  13. Signature of the authorized person.

Quotation Templates offered by Refrens

Sample Quotation Template

A sample quotation template provides a basic and versatile format that can be customized according to your specific requirements. It serves as a foundation upon which you can add your company's details, product or service information, and pricing.

Business Quotation Template

A business quotation template is designed for formal business transactions. It often includes fields for detailed product or service descriptions, quantities, rates, and total costs. Business quotation templates are ideal for professional organizations looking to create detailed and comprehensive quotes for clients.

Company Quotation Template

The company quotation template is tailored for businesses that want to present a unified and professional image. It includes fields for company branding, such as logos and letterheads, along with detailed sections for products or services and their corresponding prices. This template is ideal for companies that prioritize branding consistency in their quotations.

Price Quotation Template

A price quotation template focuses on providing clear and detailed pricing information. It often includes itemized lists of products or services, along with their prices. Price quotation templates are suitable for businesses that want to present transparent pricing structures to their clients.

Work Quotation Template

A work quotation template is specifically designed for service-based businesses and contractors. It includes sections describing the scope of work, materials or resources required, labour costs, and any additional charges. Work quotation templates are perfect for professionals in fields such as construction, home improvement, or consulting.

Sales Quotation Template

A sales quotation template is focused on showcasing products or services appealingly. It often includes images, detailed descriptions, pricing, and any special offers. Sales quotation templates are suitable for businesses aiming to impress potential clients with visually appealing quotes, especially in industries like retail or e-commerce.

You can also use our other templates like invoice templates, proforma invoice templates, purchase order templates, estimate templates and also invoice templates in Excel, tally invoice templates, Blank Invoice Templates, printable invoice templates, tax invoice templates.

Professionals who can use Refrens quotation templates for their business

Refrens' versatile quotation template caters to a wide array of professions, making it an invaluable tool for various businesses and service providers. Here's how different professionals can benefit from using Refrens' quotations for free:

Freelancers

Freelancers across diverse fields, such as writers, designers, developers, and consultants, can utilize Refrens to create professional quotations for their clients. The platform allows freelancers to present their services in a structured and visually appealing manner, enhancing their credibility.

Small Business Owners

Small business owners, whether operating in retail, services, or consulting, can use Refrens to generate detailed and customized quotations. This is especially beneficial for businesses involved in sales, marketing, IT services, and more. By creating professional quotes, small businesses can make a significant impact on potential clients and increase their chances of securing contracts.

Creative Professionals

Creative professionals such as artists, photographers, graphic designers, and content creators can showcase their work and pricing creatively through Refrens' quotation templates. This platform allows them to highlight their portfolio effectively and attractively present their creative services.

Consultants

Consultants from various fields, including management, finance, legal, and marketing, can use Refrens to outline their services clearly. By creating detailed quotations, consultants can communicate their expertise, services, and associated costs, fostering transparency and trust with their clients.

IT Professionals

IT professionals, including software developers, web designers, and digital marketers, can use Refrens to create quotations that delineate the specifics of their services. This is especially valuable for IT projects, where clear communication of services, costs, and timelines is crucial.

Service Providers

Service-oriented businesses, such as cleaning services, repair services, catering companies, and event planners, can leverage Refrens to provide clients with detailed quotations. By presenting their offerings clearly, service providers can demonstrate professionalism and reliability.

Sales Professionals

Sales professionals in various industries can utilize Refrens to create sales quotations. These quotations can be tailored to showcase products, services, pricing, and terms, enabling sales teams to make compelling offers to potential clients and close deals effectively.

Marketing Agencies

Marketing agencies and professionals can use Refrens to present their marketing strategies, campaign details, and associated costs professionally. The platform allows them to create visually appealing quotations, showcasing their expertise and creativity to potential clients.

Easy to customize quotation templates

Crafting customized quotation templates is a breeze with Refrens. Our platform offers a seamless experience, allowing you to effortlessly design professional quotations tailored to your specifications. Picture this: a blank canvas awaiting your creative touch to kickstart your quotation journey.

Now, let's talk essentials. Refrens empowers you to incorporate all necessary elements into your quotation, ensuring clarity and professionalism every step of the way. Need to spice things up with additional information? Our custom column feature has you covered, offering flexibility to add extra columns wherever you see fit.

But wait, it gets better. With Refrens, customization knows no bounds. Choose from a range of templates and colors to match your brand's aesthetic. And for that extra touch of sophistication, don't forget to add your company letterhead at the top of the quotation.

Now, onto delivery. With Refrens' built-in emailing system, sending your quotation to potential clients is a cinch. But here's the kicker: you can track the status of your quotation in real-time, ensuring it doesn't get lost in the shuffle.

But that's not all. Refrens isn't just about quotations. It's your one-stop-shop for managing all your business documents, from quotations to invoices and everything in between. With no limits on clients or creations, you have the freedom to streamline your workflow like a pro.

You can create quotations for clients, there are no restrictions for creating or adding the client. manage all your quotations, and invoices, and can use proforma invoice templates, and other documents in one place.

Countries Supported

za Quotation Templates | my Quotation Templates | in Quotation Templates | Quotation Templates Word | om Quotation Templates | kw Quotation Templates | qa Quotation Templates

Adding Tax to Your Quotation

When preparing a quotation, it's essential to include tax to provide a complete picture of the costs involved. This ensures transparency and avoids any confusion with your clients. Using a well-designed quotation format makes this process simple.

Why is including tax Important?

Adding tax to your quotation ensures your client knows exactly what they’ll be paying. This clarity is vital for maintaining trust and professionalism. A clear quotation format helps you present all the necessary information, including taxes, so there are no surprises later on.

Steps to Add Tax to Your Quotation

1. Choose the Right Quotation Template: Begin by selecting a quotation template that has sections for item prices, discounts, and taxes. A good template ensures that all details are organized and easy to understand. A well-structured quotation form makes it easy to fill in all the required information.

2. Determine the Correct Tax Rate: Before you add tax, make sure you know the correct tax rate for each item or service. Different items may have different tax rates, so it’s important to apply the right rate. This helps ensure your quotation is accurate and reliable.

3. Calculate the Tax: Once you have the prices listed, calculate the tax for each item. Multiply the item price by the tax rate to determine the tax amount. Precision is key here to avoid any errors. The quotation format should clearly show the tax for each item and the total tax amount.

4. Present the Tax Clearly: After calculating the tax, make sure it is clearly displayed in your quotation. Include the tax rate, the tax amount for each item, and the total tax. This transparency helps your client understand exactly how the final amount is calculated.

5. Summarize the Total Cost: Finally, add up the item prices and the total tax to provide the final amount your client needs to pay. Ensure this total is easy to find in your quotation sample so your client can see it at a glance.

Differences Between a Quotation and an Estimate, When Should Each Be Used?

Understanding the difference between a quotation and an estimate is important for clear communication with clients. Though they may seem similar, they serve different purposes.

What is a Quotation?

A quotation is a fixed price offer. Once a client accepts it, the price cannot change. This makes a quotation legally binding. You should use a quotation when you know exactly what the project involves and the costs are clear. For example, if you're a contractor and know the materials and labor needed, a quotation gives your client a clear, unchanging price. Using a quotation template from Refrens ensures your quote is professional and easy to understand.

What is an Estimate?

An estimate is an educated guess of the cost. It’s not fixed and can change as the project progresses. Estimates are useful when the project details aren’t fully known, or the costs might vary. For instance, in creative work like graphic design, where changes might occur, an estimate gives flexibility in pricing. You can start with an estimate using Refrens’ quotation format, which can be adjusted as needed.

When to Use Each?

Quotation: Use a quotation when the project scope is clear, and you can commit to a specific price. This helps build trust, as the client knows exactly what they will pay. Refrens' quotation template makes it easy to create a clear and professional document.

Estimate: Use an estimate when the project may change, or if costs are uncertain. An estimate allows you to update the client on potential changes in cost. This is helpful in situations where the final price may vary.

Send Follow-Up Emails After Sending a Quotation

After sending a quotation, your job isn’t finished. Follow-up emails play a key role in securing deals. They keep your offer in the client’s mind, show your interest, and help move the negotiation forward.

When a client receives a quotation template, they might be considering multiple offers. A follow-up email helps you stand out. It shows that you care about their business and are proactive. This simple action can make a big difference in closing the deal.

1. Reinforce Your Offer A follow-up email is a chance to remind the client of your offer’s value. Highlight important details from the quotation format that match the client’s needs. This helps them see why your offer is the best choice. The clearer your quotation form, the easier it is for them to decide.

2. Answer Questions Clients often have questions after receiving a quotation sample. A follow-up email gives you the chance to answer these questions. Offer to explain any part of the quotation format that might be unclear. This shows that you are committed to helping them, which builds trust.

3. Timing Matters Send your first follow-up email 2-3 days after the quotation. If you don’t hear back, send another one a week later. This way, you keep communication open without being pushy.

4. Make It Personal Avoid sending generic follow-up emails. Mention specific details from your quotation form or earlier conversations with the client. This shows that you are paying attention to their needs and not just sending out mass emails.

5. Building Relationships Even if the client doesn’t accept your quotation this time, your follow-up email leaves a good impression. They may come back to you in the future or recommend you to others. Building a relationship with the client can lead to more opportunities down the road.