Templates

Quote template

Three priced options the client picks between, with the validity, the exclusions and the payment terms already written.

Use this template — free

No card. The template opens in the editor.

Why it is ordered this way

A quote with one number invites a negotiation about that number. A quote with three invites a choice between them. This template sets out the options as cards the client can compare, and states what the price does not include before anyone assumes otherwise.

What is inside

Package selector

three options as cards, compared side by side

In scope / out of scope

what the number covers, and what it does not

Numbered terms

validity, payment schedule and the conditions, cross-referenced

Cover

addressed to the client, dated

Timeline

what happens after they choose

Variable fields

client name, dates and figures from one entry

The sections it comes with

  • What you are quoting for
  • The options
  • What is included
  • What is not included
  • Validity and payment terms
  • What happens next

And then you find out what happened

Send the document as a link rather than an attachment and it reports back: when it was opened, which sections held attention and for how long, what was skipped, and whether the reader came back on a later day.

It measures what was on screen and for how long. It cannot tell you whether someone read a word, and it does not claim to — and every recipient can see exactly what is recorded, from a link on the document itself.

Questions

Can the client choose an option in the document?

They can select one, and their choice is recorded and shown to you alongside the rest of the reading data.

How long is a quote valid?

The template states a validity period in its terms, and the share link itself can be given an expiry date.