In every business, whether it’s offering professional services or products, you need a tool to generate Quotations for your customers. Some of them prefer to use customized software to record customer information and generate quotations quickly. However, it can be an expensive option so not everyone especially small business owners can afford it. Another economical option is using free quotation Templates in MS Word or MS Excel to quickly print your own quotations.
In this second option, you need to store a digital copy on your PC for the record. Keeping a record of all of your quotations is quite critical so don’t take it easy. Sometimes customer refers to your previous quotations to seal a deal with a better bargain. In that case, if you don’t have a past record, you can miss a chance to earn a good customer effectively.
Free Quotation Templates:
We are sharing several free but high-quality MS Word Quotation Templates to assist our visitors in creating their own quotations quickly.
Key Elements of an Effective Quotation Template
For the purpose of generating an attractive citation form it is important for one to include any of the following in their quotation template:
Header and Business Information
A logo is a symbol of a brand that lets people know whose product it is. Product promotion is done very easily since a client can easily access the company.
Client Details
To showcase personalized attention, it is important to explicitly mention the client’s name and contact details.
Itemized List of Products/Services
Please give a full breakdown of the products or services you have quoted for. This is the best method for customers to easily comprehend what they are paying for.
Pricing and Payment Terms
Defining product or facility value is absolutely necessary since it prevents misinterpretation between the two groups and in order to be more confident on the transactions.
Terms and Conditions
For your quotation, also ensure you include any terms and conditions that may be necessary to protect your rights and avoid any future misunderstandings.
Using Quotation Templates
Here are some major points to consider before using these Quotation Templates to create and print your own Quotation.
- A Professional Quotation printed on your company’s letterhead extends your Business’s Repute.
- It is also used as a reference on a later date to comply with the Product or Services Invoice when matured.
- Quotations are also considered your Project Bids for large projects. Companies ask for Quotations from different vendors and then compare them to select the best candidate. Hence prepare it with extreme care.
- Use of Quotation Templates decreases your time spent on taking care of Professional Format and Layout for your quotation. Hence you can expedite your process of generating quotations without worrying about its professional format.
- The market moves every day and new documentation trends come up any day. So use of modern Quotation Templates can help you catch up with the latest trends and be competitive in the eyes of your customers.
- These are quite handy when you are in a rush and want to quickly prepare and print your own quotation.
Consultant Quotation Template
Consultant position holds a very broad and variable term that is not so simple to explain for its diverse kind of duties. These professionals work in almost all kinds of business settings; they are very expert in their fields and are paid for their valued opinions. They directly work with customers, find out their needs, and give their opinions on how a particular product or service will fit those needs appropriately. So, the consultants working in a large variety of fields keep on learning more and more about a particular product, service, or field they are in. So the ideal qualities of a consultant include determination to learn things and great communication ability. Some of their job titles consist of Bridal Consultant, Media Consultant, Leasing Consultant, Business Consultant, Financial Consultant, Engineering Consultant, Technical Consultant, Sales Consultant, etc.
Consultants deal with the customers directly but act like a bridge between clients and the company at the same time. Usually, these professionals work on an individual basis in their private offices, but they are also hired by some companies on a permanent basis. Though everyone cannot afford to hire a consultant on a permanent basis, they are hired only when needed as they charge for their professional advice. In some settings, companies also assist individuals in finding the right consultant or advice for a particular situation. It happens when companies and consultants have agreed upon terms between them for paid or not-paid service.