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Sales Quotation Document Template

A clear and professional layout for quoting prices to prospective customers.

Sales Quotation

This document serves as an official quotation detailing the prices and terms offered to a prospective customer. It includes the products or services proposed, pricing, and other pertinent transaction details to help the customer make an informed purchasing decision.

Customer Information

Customer Name {customerName}
Company {companyName}
Address {customerAddress}
Email {customerEmail}
Phone {customerPhone}

Quotation Details

Quotation Number {quotationNumber}
Date {quotationDate}
Valid Until {validUntil}
Prepared By {preparedBy}

Items Quoted

Item Description Quantity Unit Price Total
{#items}{itemName} {itemDescription} {quantity} {unitPrice} {total}{/items}

Summary

Subtotal {subtotal}
Tax ({taxRate}%) {taxAmount}
Grand Total {grandTotal}

Payment Terms

{paymentTerms}

Additional Notes

{additionalNotes}

{^hasDiscount}

No discounts are being offered with this quotation.

{/hasDiscount}

{#hasDiscount}

Discount Offered: {discountDescription}

{/hasDiscount}

Please contact us if you have any questions or require any modifications to this quote.

Thank you for considering us!

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Download the Sales Quotation template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Sales Quotation Using Forms

generate sales quotation from online customer request form
create professional quote from shared deal registration form
produce branded sales quote from product inquiry form
generate PDF price quote from web order form submission
automatically create quotation from B2B lead capture form

Generate Sales Quotation Using APIs

automatically create sales quotation from CRM via API
generate quote document from e-commerce checkout data via API
trigger sales quote generation from custom ERP system
build dynamic pricing quote from API based on customer input
auto-generate sales quotation from product configurator via API

Integrations / Automations

generate sales quote from new Salesforce opportunity in Zapier
create PDF sales quotation from Airtable record using Make
automatically send sales quote from HubSpot deal stage via Zapier
generate and email quote from Google Sheets pricing tool in Make
trigger sales quotation creation from Typeform submission in Zapier

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