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FREE TEMPLATE / SALES AND COMMERCIAL

Quote and Acceptance

A price quote listing items, prices, tax and payment terms that your client accepts by signing. Only the client signs, and your organisation sends it without signing.

For the United States, Canada, the United Kingdom and Australia.

The PDF is free to download. Centilio Sign is free to start.

First page of the Quote and Acceptance template
PDF, 2 pages, 12 KB
THE DOCUMENT

What it covers

The template has 4 parts.

  1. Items and prices
  2. Payment and delivery
  3. Terms
  4. Acceptance
BEFORE YOU START

What you will be asked

Have these details ready. The template needs them before anyone signs.

  • What is the quote number?
  • Until what date is this quote valid?
  • What are you quoting, with quantities and prices?
  • What is the subtotal before tax?
  • How much tax applies?
  • What is the total including tax?
  • When will you deliver or start the work?
THE PEOPLE

Who signs

Everyone the template names, and what each one does.

  • ClientSigns
THE RIGHT TEMPLATE

Where it fits

For a quick price quote the client accepts by signing. Use the proposal for project work with a scope and timeline, the quotation for India with GST, and the sales agreement for a larger negotiated sale of goods.

A CAREFUL CHECK

Before you rely on it

Original Centilio wording, not legal advice. Check that the tax line matches the sales tax, GST or VAT rules where you sell, and add any cancellation notice the law requires when the client is a consumer. Approve it once the payment terms suit your business.