What is a Request for Quote (RFQ) template?

A Request for Quote (RFQ) template is a formal document sent by a procurement manager to one or more suppliers to solicit competitive pricing on goods or services. It typically specifies quantities, required delivery dates, and product specifications so vendors can respond with their best bid.

What is a sales quote template and how is it used?

A sales quote template is a structured document used by B2B sales teams to formally present pricing to a prospect. It outlines the products or services being offered, quantities, unit prices, terms, and an expiration date — giving the buyer a clear offer they can accept to move forward.

Free Business & Service Quote Builder

Fill in the details below to generate a professional sales quote. Perfect for B2B services, contractors, and manufacturers.

Industry Presets

Quote Type Presets

Company Branding

Upload Company Logo

Recommended: PNG or JPG (Transparent background preferred)

Company Details

Your Company Name

Client Name

Quote #

Valid Until (Expiration Date)

Addresses

Billing Heading

Billing Address

Shipping Heading

Shipping Address

Line Items

Pricing Adjustments

Discount (%)

Tax Rate (%)

Terms & Conditions

Include Signature Lines

PDF Font Size 10px

Smaller values fit more content on one page.

Outgrown Manual PDF & Excel Quotes?

Manual quoting costs B2B sales teams hours every week. We help service businesses and manufacturers integrate HubSpot CPQ (Configure, Price, Quote) to automate quoting, track when clients open your proposals, and close deals faster.

See How HubSpot Automates Quoting

Acme Manufacturing

Industrial Quote

Quote #: QT-2026-001

Date: March 7, 2026

Valid Until:

Prepared For:

Global Logistics Inc.

Billing Address

Shipping/Pickup Address

Description	Qty	Unit Price	Total
Subtotal			$0.00
Discount (0%)			-$0.00
Tax (0%)			$0.00
QUOTE TOTAL			$0.00

Terms & Conditions

Standard 30-day payment terms apply. Quote is valid for 15 days from date of issue. Lead times are subject to production capacity at time of order.

Thank you for your business. For any questions regarding this quote, please contact our sales team.

Generated via MFG Web Design Online Quote Builder

Download Free Quote Templates

Prefer to work offline? Download our free templates in your preferred format.

Excel Quote Template

Auto-calculating spreadsheet for complex quotes.

Download Excel (.xlsx)

Word Quote Template

Clean, easy-to-edit document for simple services.

Download Word (.docx)

Google Sheets Quote

Collaborative template for your team.

Copy Google Sheet

📧 Need This Quote Reviewed by a Pro?

If you're spending hours manually quoting every deal, we can help. Our team sets up HubSpot CPQ for manufacturers and service businesses — so quotes go out in minutes, not hours.

Book a Free 20-Min Consultation →

No obligation. We'll show you exactly how CPQ would work for your business.

Common Quote Template Types

Not sure which template fits your use case? Here's a quick guide.

🔧

Service Work Order Quote Template

A staple for industrial repair and field service management. Covers labor hours, parts, diagnostics, and travel charges. Used by HVAC technicians, equipment repair shops, and maintenance contractors. Learn more about field service quoting →

📋

Request for Quote Template (RFQ)

The standard document procurement managers send to solicit competitive bids. The buyer specifies part numbers, quantities, and delivery requirements — vendors respond with their best pricing. See our RFQ guide →

💼

Sales Quote Template

Used by B2B sales teams to formalize an offer. Presents product or service pricing, quantities, terms, and an expiration date — giving prospects everything they need to say yes. Automate sales quoting with HubSpot →

Frequently Asked Questions

A professional business quote should include your company details, the client's information, a unique quote number, clear line items with descriptions and pricing, a subtotal, any taxes or discounts, and the final total. It's also important to include terms and conditions, such as payment terms and quote expiration date.

An estimate is a rough guess of what a job might cost, while a quote is a fixed price that you commit to honoring once accepted. Quotes are typically used when the scope of work and costs are well-defined.

You can automate your quoting process by using a CRM with CPQ (Configure, Price, Quote) capabilities, such as HubSpot. This allows you to generate quotes instantly from deal records, collect electronic signatures, and track when prospects open your proposals. Contact our team to learn how we can set this up for your business.

A service work order quote template is a document used in field service and industrial repair to quote specific labor tasks, parts, and travel charges before work begins. It combines work authorization with pricing, making it a staple for HVAC, equipment repair, and maintenance businesses. Use the 🔧 Service Work Order preset above to load a ready-to-use example.

An RFQ (Request for Quote) is sent by a buyer to one or more suppliers — it specifies what they need and asks vendors to respond with pricing. A sales quote flows the other direction: the seller sends it to a prospect with their offer. Use the 📋 RFQ preset to build a procurement-ready request form, or 💼 Sales Quote for a seller-side template.

A B2B sales quote template should include your company and prospect details, a unique quote number, a list of products or services with unit pricing and quantities, subtotal, applicable taxes or discounts, a grand total, payment terms, and a quote expiration date. For complex deals, consider adding a digital signature line and a HubSpot CPQ link so prospects can approve directly online.