Free Sample Quotation Template

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Free Sample Quotation Template

Fully editable with custom branding and pre-written services. Send and get read receipts.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Sample Quotation Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Sample Quotation Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Sample quotation template by hello bonsai

What is a Sample Quotation?

A quotation is a document that freelancers and independent contractors provide to their clients to outline specific services and their costs. A quotation can also be referred to as a:  

  • Quote
  • Price quote
  • Sales quote
  • Service quote

Who Should Use a Sample Quotation?

Any freelancer who provides quotes to clients before starting a new project should use a quote template, regardless of the industry you’re in. For example, you can use a quote template if you’re a professional who offers: 

  • Graphic design services
  • Writing and editing services
  • Software development services
  • Photography or videography services
  • Digital or social media marketing services
  • and many more

When to Use a Sample Quotation

The best time to send a price quote to a prospective client is after an initial meeting or phone call where you had a chance to determine which services they want to hire you for. This information is used to create your quote, where you outline your services, their associated costs, and the total price for the project as a whole. 

Price quotes are sent before the client signs a contract and are used to inform your invoices, as you can base your pricing details on the services and costs you initially quoted.

What to Include in a Sample Quotation

All of your price quotes need to be customized for a specific client and project. However, each individual quote will contain the same elements. Here’s what you should have in each of your quotation templates. 

1. A quote number

Every quote you create using a quotation template should have a unique number. This will make it easier for you to track, retrieve, and follow up on in the future. 

You can use any naming or numbering system you like for your quote number, just make sure it’s consistent across all of your quotes and that it’s easy to understand. 

2. Sent date and expiration date

There are two important dates to include in every quote that you create: a sent date and an expiry date. While the sent date refers to the date you provided the quote to a prospective client, the expiration date refers to when the quote will no longer be valid. 

Outlining this date helps to ensure that a client doesn’t respond to you six months down the road expecting the same price. After all, inflation, the cost of materials, and your availability all play a role in the total cost of a job, so an expiry gives you a chance to reevaluate your initial quote and make any necessary adjustments. 

3. A list of services, their prices, and the total cost

Many quotation templates include a pricing table that outlines each individual service, its associated cost, and the total price of the proposed freelance work as a whole. 

This section is the most important one for most prospective clients since it tells them what to expect in regards to total costs and budget. It lays out all the details of the services you have been asked to provide and how much each one costs. This helps to break down the total cost, showing clients exactly what they’ll be paying for. 

And, if it’s outside of their budget, they’ll have a better idea of which services they would like to cut or adjust. 

Remember to calculate and include any additional amounts that may affect the total, like taxes, fees, or discounts in your final price as well. 

4. Payment terms

Relevant payment terms can also be included in your quote templates, such as: 

  • Whether deposits are required
  • When payments are due
  • The payment methods you accept
  • Late fees or interest charges for nonpayments

While not all quotation forms cover payment terms, you should discuss them with prospective clients at the very least. This is especially important if you require a certain percentage down before starting work. 

5. Client and contractor information

Last but not least, each time you create a quote it needs to have information about both you and your potential customer, such as your: 

  • Contact details, like your professional phone number and email address
  • Company logo or company letterhead
  • Business address, if applicable 

The Benefits of Quotation Templates

Using a quote template for each of your clients comes with a number of benefits to everyone involved. For example, use quotes to: 

1. Boost your professionalism

Quotes help to give your freelance business a professional edge. Providing potential customers with a well-designed, easy-to-understand quote adds to your legitimacy and quality as a small business. And, it’s a great way to stand out from the competition. You can even add your branding to Bonsai quotations to look even more professional.

2. Organize your clients into different categories

Clients require different documents depending on where they are in terms of their relationship with you. For example, where an existing client needs a monthly invoice, a new client requires an initial quote. 

Using a price quote template helps you to keep your clients organized and helps to inform your responsibilities and obligations to each one. Clients who had quotes sent to them within the last 7 days with no response will likely benefit from a quick follow-up. 

Then, when a customer accepts your quote, they move into your new client folder, where you can provide them with a contract and invoice. 

Just like invoices help you to track partial, full, and non-payments, quotes help to track where a client is in your sales funnel, and which action you should take next. 

3. Price accurately

Pricing your freelance work is one of the toughest aspects of being an independent contractor. Making a quote for each new potential job is a great way to keep your pricing consistent and accurate. 

For example, if you provide a quote to write a blog post for $250, but after the job is done, find that you actually spent significantly more time on it than you had anticipated, you can refer back to your original quote and price higher next time. 

It’s also a useful method of keeping track of your prices over time, which can indicate when you need to increase your rates or freelance offerings. 

4. Be upfront with clients

Quotes are one of the best ways to make sure that you’re clear and upfront about pricing from the getgo. Your clients want to know exactly what they’ll be paying for. They don’t want halfhearted guesstimates that turn into unexpectedly high bills once the project is done. 

Using a price quote allows your customers to plan a specific budget and anticipate the cost of your invoice. They’ll appreciate your transparency because it means they can plan ahead. 

5. Prevent scope creep

Scope creep is when a project starts to expand beyond the borders of its initial description, typically resulting in additional work. For freelancers, this sometimes means stretching a budget beyond its limits or even working for free because they didn’t set boundaries early on. 

Quotes are essential for protecting you from scope creep because they outline specific services and their prices from the beginning. If a client requests extra work, all you have to do is refer back to your original quote and inform them that any services outside of the accepted quote are subject to an additional charge. 

Be as specific as possible in your quotes so that you and your customers are on the same page in terms of expectations, services, and costs. 

Creating a Sample Quotation is Simple with Bonsai

With Bonsai’s quotation template, you can: 

  • Customize your colors and add your logo
  • Describe each service you plan to provide
  • Add individual pricing to each line item
  • Digitally send completed quotes to clients
  • Collect digital signatures and sign-offs from clients

When your client hires you, don’t forget to send a thank-you note.

Use Bonsai’s quote template to create quotes that will impress clients, keep you organized, and land you more jobs. Sign up now for free to get started. 

Sample Quotation FAQs

What’s the difference between a quote, proposal, and estimate?

Quotes, estimates, and proposals have a number of key differences. 

A quote is what you send to a client after they reach out to inquire about your services and their costs. The price in a quote is relatively set in stone, meaning that if your quote is accepted by the client, the amount you listed is what you can expect to invoice them for — barring any extraneous or unexpected issues, where additional costs will need to be preapproved. 

An estimate is more of a general ballpark number for a potential project, excluding taxes, fees, discounts, and any materials or supplies. It’s useful when clients haven’t provided specifics about what they’re looking for but have still asked you to give them a loose budget. 

A proposal is like a quote in that it has detailed pricing information, but unlike a quote in that it’s also a sales pitch. A proposal is used when you are trying to convince a client to work with you on a specific project and it can include market research, a portfolio, and testimonials from previous clients. 

READ MORE: Proposal vs quote explained

Why should I use a quote template?

A quote template helps to ensure that all of your quotes: 

  • Include the necessary elements
  • Have a consistent design
  • Are properly formatted
  • Are saved and stored properly
  • Look professional

If you don’t use a template, you’ll be creating and sending quotes individually each time. Unfortunately, that leaves a lot of room for error. Using a template will save time, freeing up your schedule and taking some of the admin work off your plate. 

Should I send digital or paper quotes?

Most quotes are sent digitally unless otherwise requested by a client. If a client does request a paper quote, make sure to send an emailed copy as well. 

Physical quotes can get lost in the mail and are easy to overlook and misplace. Digital quotes are instant, can be accepted online, and can be easily adjusted based on a client’s feedback. 

Related Documents

  • Quote Templates: Looking for a specific quote template? Take a look at our industry-specific templates, including mobile design, digital marketing, photography, and software development. 
  • Invoice Templates: Already had a quote accepted and ready to send a bill? Take a look at our invoice templates to find one that will work for you. 
  • Proposal Templates: Think a proposal makes more sense for your situation? Browse our proposal templates instead. 
  • Contract Templates: Did a client already accept your quote? Then it’s time to make a formal contract. Find one that matches your industry, from construction and modeling to personal training and landscape design. 

Here’s some specific industry quote templates

Frequently Asked Questions
Questions about this template.

Does Microsoft word have a quote template?

Microsoft Word has default quotation templates--but Bonsai is much easier to use. With Bonsai, you'll edit a pre-made template that looks professional and stunning.

How do you draft a quote template?

Select one of Bonsai's pre-made templates (depending o the role). Then, add the client info, quote number, date of issuance, and terms / conditions. Send professional looking templates today.

How do you quote a client?

Evaluate the problem the client is looking to solve, and provide an itemized list of services along with terms/conditions to quote a price. There are variables to the price like your experience and skill.