Accounting Quotation Template

Quote your clients instantly. Accounting quotation that works.


Create accounting quotation online or download this fully customizable blank accounting quotation template in Word, Excel or PDF. You can also open it in Google docs and personalize the template. It will take less than a minute to quote your client and you can also seek online approval of the accounting quotation from your client.

Steps to create your first quotation with this accounting quotation template

1. On the top left of the template add name of your service or business, address & contact information
2. You can keep the default label of the document as “quotation” or change it to “estimate" or "proposal"
3. By default quotation date would be current date. You can keep the date as is or choose a different date
4. Add a unique quotation number. In case you are following a sequence for quotation number, you can edit the default number to the next number in your sequence
5. In the description section of this accounting quotation template please provide details of Services provided or products sold. If you provided multiple services/products you can add separate rows
6. If applicable, you can apply taxes as well using the tax option
7. Add payment terms and provide the expiry date of quotation. You can either provide a expiry date or number of days for which the quotation would be valid
8. Click on generate quotation button

Once you create accounting quotation online you can download the quotation in printable PDF format or email the quotation to your client in just one click. There is also an option to export/download the quotation in Word or Excel to your local system or open the quotation in Google docs or sheets.

Why should a business issue quotation?

Issuing a accounting quotation is a good practice. It greatly helps if you issue a professional quotation to your client highlighting details of your services/products and the price. It will help your client in evaluating your proposal. While there is absolutely no legal obligation for issuing a formal accounting quote, issuing quotation should be seen as an opportunity to place you brand as a great option for your prospective client. Quotation can help further the dialogue with potential client and close more deals.

How to quote for accounting?

When you are creating a accounting quote you need to carefully consider all the costs you will incur to make the sale plus your mark-up, which includes not only the direct cost of the product or service itself but also incidental costs such as cost of transport or commuting.

Is there a prescribed statutory accounting quotation template?

While there is no statutory template for creating a accounting quotation, it is strongly suggested that you include all the details listed above when you are creating a quotation.