Format previewFictional example

Your Company LLC

Your Business Address

Austin, TX 78701

Phone:+1 (512) 555-0198

Email:[email protected]

Website:www.yourcompany.example

Tax ID:TX-981234

Quotation

Quotation No.
:
QT-2026-091
Quotation Date
:
Jun 17, 2026
Valid Until
:
Jul 17, 2026
Quote To

Client Company LLC

Client Contact, Marketing Lead

Client Office Address

Chicago, IL 60601

Phone:+1 (312) 555-0142

Email:[email protected]

Subject / Reference

Subject:Service quotation

Reference:Client request reference

#
Description
Qty
Unit Price (USD)
Sales Tax
Amount (USD)
1

Project Setup

Initial setup and delivery planning

1
$1,200.00
8.25%
$1,200.00
2

Implementation Package

Execution support for approved scope

1
$1,800.00
8.25%
$1,800.00
Subtotal
$3,000.00
Discount
-$150.00
Taxable Amount
$2,850.00
Sales Tax Breakdown
Sales Tax (8.25%)
$235.13
Grand Total (USD)
$3,085.13

Amount in Words: Three Thousand Eighty Five Dollars And Thirteen Cents Only

Terms & Conditions

  1. Scope changes are quoted separately.
  2. Timeline begins after written approval.

Payment Terms

  • Net 15 Days
  • Please reference quotation number on ACH or check payment.

Notes

  • Final files are delivered after payment clearance.

For Your Company LLC

Authorized Signature

Name:Your Name

Designation:Authorized Signatory

Date:Jun 17, 2026

The names, dates, and amounts shown here are sample data. Replace them with details from the real sale, payment, trip, stay, or service.

Service Quotation Format

A service quotation layout for price estimates, item rows, tax, validity, notes, and terms before work starts.

Use this format when

Use it for services, estimates, proposals, and pre-invoice pricing when the customer should approve the amount first.

Choose another format when

Do not use it as proof of payment or as the final bill. Use an invoice after approval and a receipt after payment.

Fields included in this format

These are the main details you can add. Leave optional fields empty when they do not apply.

  • Business details
  • customer details
  • quotation number
  • date
  • item rows
  • tax
  • totals
  • validity
  • terms
  • notes
  • signature support

Format details

Region
You can choose from several countries, currencies, and date styles. Pick the options that match the real document.
Tax
Tax fields are optional in the generator. Use them only when they apply, and check local rules before issuing the document.
Paper size
A4, US Letter. Made for full-page documents.
Example
The preview uses fictional names and amounts. It is an example, not an issued document.

Service Quotation or Tax Invoice Format?

Pick the document that matches what actually happened. The name alone is not enough.

QuestionService QuotationTax Invoice Format
PurposeShare a price before approvalRequest or record a taxable sale
Payment statusNo payment is expected yetMay be unpaid, partly paid, or paid
Tax detailsEstimated tax may be shownUsually important when tax applies
Date to showUses a validity date insteadCommon when payment is still due
Who creates itSeller or service providerSeller or service provider
View Tax Invoice Format

Common questions