What a quote template includes
Add client details, project summary, line items, optional extras, tax, validity date, acceptance terms, and deposit requirements.
- • Scope
- • Price
- • Validity date
- • Acceptance terms
Quote templates
Quote Template
A quote template helps you present scope and price before work begins. It should be clear enough for the client to approve and structured enough to become an invoice later.
Example documentInvoicey
- Quote term
- Valid for 14 days
- Deposit
- 50% due on acceptance
- Optional extra
- Additional design concept
Use quotes to prevent scope confusion
Specific line items make it easier to explain what is included, what costs extra, and when the quote expires.
Convert the quote into an invoice
Once accepted, use the same line items and client details to create the invoice. That keeps sales and billing aligned.
Invoicey vs manual templates
FeatureManual fileInvoicey
Totals and taxYou calculate every subtotal, discount, and tax line yourself.Invoicey calculates totals, tax lines, and PDF output from structured fields.
NumberingYou need to track invoice or document numbers manually.Invoicey keeps numbering consistent and gives you a dedicated invoice number generator.
Repeat workYou copy old files and risk leaving stale client or project details.Saved clients, reusable templates, and related tools reduce repeated entry.
Frequently asked questions
Is a quote legally binding?
It can be, depending on wording, acceptance, and local law. Use clear validity and acceptance terms.
Can I add optional items to a quote?
Yes. Optional line items help clients choose scope without creating a new document.
Can a quote become an invoice?
Yes. In Invoicey you can use the accepted quote details as the basis for the final invoice.