Free quote template

Fill in the form to get a quote template as an editable PDF. We’ll also link you to a guide on how to use it. Or try Xero accounting software for free.

Quote template with blank fields for users to fill out.

Download the free quote template

Fill in the form to get a quote template as an editable PDF. We’ll also link you to a guide on how to use it.

Getting started with the quote template

Just add prices and quantities, and the template will do the maths for you. For more on how to use this quote template, see our how-to guide (we'll send the link along with the template).

Just add prices and quantities, and the template will do the maths for you. For more on how to use this quote template, see our how-to guide (we'll send the link along with the template).

Check what tax rate applies (if any) and add it to the appropriate boxes. If there's no tax, just leave blank.

Check what tax rate applies (if any) and add it to the appropriate boxes. If there's no tax, just leave blank.

Put your payment terms in the box provided. This will say when the job will be invoiced, how long they’ll have to pay, and the forms of payment you accept. It’s better to set expectations now. Now let’s get this quote out the door. Good luck!

Put your payment terms in the box provided. This will say when the job will be invoiced, how long they’ll have to pay, and the forms of payment you accept. It’s better to set expectations now. Now let’s get this quote out the door. Good luck!

Go from quote to invoice in one smooth move

Create your quotes on Xero and easily convert them to invoices when you win the job. You can even accept payments through the same system.

  • Included
    Send online quotes that customers can click to accept
  • Included
    Instantly convert your quote to an invoice on billing day
  • Included
    Accept instant online payments through your Xero invoice
Check out Xero quotes
Table shows Xero makes it easy to send quotes with a logo, and convert them to invoices when customers click accept.

Disclaimer

Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.

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