# QUOTE

> **Disclaimer — not legal advice.** This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use

**Document type:** [FIXED QUOTE / ESTIMATE]
**Quote number:** [QUOTE NUMBER]  |  **Date:** [DATE]  |  **Valid until:** [VALIDITY DATE]

| From | To |
| --- | --- |
| [YOUR NAME / BUSINESS NAME] | [CLIENT CONTACT NAME] |
| [YOUR ADDRESS] | [CLIENT COMPANY NAME] |
| [YOUR EMAIL], [YOUR PHONE] | [CLIENT EMAIL] |
| [TAX ID, IF APPLICABLE] | [CLIENT REFERENCE / PO NUMBER, IF ANY] |

## Job description

[TWO OR THREE LINES. Example: "Resize the approved spring campaign key visual into six digital ad formats and two email header sizes, using the final artwork supplied on [DATE]."]

**Target delivery:** [DATE OR NUMBER OF BUSINESS DAYS AFTER ACCEPTANCE]

## Line items

| # | Description | Qty | Unit | Rate | Amount |
| --- | --- | --- | --- | --- | --- |
| 1 | [ITEM DESCRIPTION] | [QTY] | [ITEM / HOUR / PAGE / MINUTE] | [CURRENCY] [RATE] | [CURRENCY] [AMOUNT] |
| 2 | [ITEM DESCRIPTION] | [QTY] | [UNIT] | [CURRENCY] [RATE] | [CURRENCY] [AMOUNT] |
| 3 | [ITEM DESCRIPTION] | [QTY] | [UNIT] | [CURRENCY] [RATE] | [CURRENCY] [AMOUNT] |
| 4 | [ITEM DESCRIPTION] | [QTY] | [UNIT] | [CURRENCY] [RATE] | [CURRENCY] [AMOUNT] |

| | Amount |
| --- | --- |
| Subtotal | [CURRENCY] [SUBTOTAL] |
| Discount ([REASON, E.G. REPEAT CLIENT]) | – [CURRENCY] [AMOUNT] |
| [TAX NAME] at [TAX RATE]% | [CURRENCY] [AMOUNT] |
| **Total** | **[CURRENCY] [TOTAL]** |

**If this is an estimate:** the final invoice reflects actual time at [CURRENCY] [HOURLY RATE] per hour. If the work looks likely to exceed [CURRENCY] [CEILING AMOUNT], I will check with you before continuing.

## Assumptions

This price is based on:

- [ASSUMPTION 1, E.G. FINAL APPROVED ARTWORK AND COPY SUPPLIED BEFORE WORK STARTS]
- [ASSUMPTION 2, E.G. ONE ROUND OF MINOR CHANGES INCLUDED]
- [ASSUMPTION 3, E.G. FILES DELIVERED IN [FORMATS]]
- [ASSUMPTION 4, E.G. WORK STARTS WITHIN [NUMBER] DAYS OF ACCEPTANCE]

If any of these change, I will send a revised quote before continuing.

## Not included

- [EXCLUSION 1, E.G. NEW DESIGN CONCEPTS]
- [EXCLUSION 2, E.G. ADDITIONAL SIZES BEYOND THOSE LISTED]
- [EXCLUSION 3, E.G. STOCK IMAGE OR FONT LICENSES]
- Anything not listed under line items.

## Payment terms

- **Deposit:** [NONE / [PERCENT]% ON ACCEPTANCE]
- **Balance:** due [ON DELIVERY / WITHIN [NUMBER] DAYS OF INVOICE]
- **Payment methods:** [BANK TRANSFER / CARD / PAYPAL / OTHER]
- **Late payment:** [LATE PAYMENT TERMS, IF ANY]
- Ownership of delivered work passes to the client on payment in full.

## How to accept

Reply "accepted" to the email this quote came with, accept it online where offered, or sign below. Work starts on [DATE / RECEIPT OF DEPOSIT]. This quote expires on [VALIDITY DATE].

| Accepted by | |
| --- | --- |
| Name: [CLIENT NAME] | Signature: ____________________ |
| Company: [CLIENT COMPANY NAME] | Date: [DATE] |

Larger or ongoing work is covered by a [FREELANCE PROPOSAL] and [SERVICE CONTRACT].

---

### How to use this template

1. Choose "fixed quote" or "estimate" in the header and delete the other.
2. Break the price into line items with units the client recognizes.
3. Write at least three assumptions. They are what protect a fixed price.
4. Set a validity date of 14 to 30 days.
5. If the job grows beyond a page, switch to a proposal.

*Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.*