Sales quote template that sells the upgrade
When you sell a product, the customer also wants to know when it arrives and what delivery and fitting cost. Follow a shopfront sign sample with a 50% deposit.
- Unit price, lead time, delivery and install on separate lines
- An optional LED light shown as an honest upsell
- Price it free in the online quote maker
Who uses a sales quotation template
A sales quote template is built for selling a product: what it is, how many, the unit price, when it arrives, and what it costs to deliver and fit. It also makes room for the upgrade the customer did not ask for. The sample is a shopfront sign, designed, made and installed, with a 50% deposit to order materials and an LED light offered as an option.
Sales teams and owner operators who sell goods, with or without fitting: sign makers, equipment suppliers, furniture and fit out firms, security installers and wholesalers quoting trade customers. If your quote names a model, a size or a stock code more often than a task, this layout fits better than a labor led trade quote.
- Lines start from a product and its specification, not from a task.
- Lead time and stock availability matter almost as much as price.
- Delivery, installation and removal of old items sit on separate lines.
- Warranty comes partly from the manufacturer and partly from you.
What goes on a product quotation
A product quotation should let the buyer, or their manager, identify exactly what is being sold without phoning you. That means a model or stock code, the key specification, quantity, unit price and amount on each line, with lead time, delivery and warranty stated once, plainly, below the lines.
| Field | Example from the sign quote |
|---|---|
| Product | Aluminum composite panel |
| Specification | 3.0 x 0.6 m, with cut vinyl lettering and logo |
| Quantity and unit | 1 each |
| Unit price and amount | $390.00 |
| Lead time | Ready to install 7 working days after proof approval |
| Fitting | Install on fascia, two installers, 3 hrs |
| Warranty | Manufacturer cover on materials, plus your workmanship period |
| Availability | Prices depend on stock at the time of order |
Delivery, installation and access as separate lines
Keep the product price clean and give everything needed to get it working its own line: delivery, installation, access equipment, removal of the old item. The buyer can then compare your product price with a competitor’s, and you are not left absorbing a lift hire you forgot to mention.
The sample does this with installation at 3 hrs x $95 = $285 for two installers, and a separate day of access equipment hire at $180. If the customer collects and fits the product themselves, delete those two lines and the quote still adds up correctly.
- Freight or courier, by weight or delivery zone
- Installation, by the hour or per unit
- Access equipment or a crane, by the day
- Removal and disposal of the old product
- Permits or landlord approval where the product is fixed to a building
Optional upgrades: the honest upsell
Optional lines let you offer the better version without inflating the price the customer asked for. The upgrade appears with its full price, marked optional, and stays out of the total until they choose it. The buyer sees the cost right next to the main item and can decide on the spot, rather than after the order is placed.
- Offer one or two options, not ten: a better model, a longer warranty or faster delivery.
- Price each option fully fitted so the buyer sees the real cost.
- In the Excel file an optional line carries N in the Include column. In the quote maker, optional items show as Optional and stay out of the total until the customer chooses them.
The sample sales quote, line by line
The sample sells a shopfront sign to a bakery: design and proof, the panel and lettering, two installers for three hours and a day of access equipment. Half is paid up front so materials can be ordered. The prices are examples to show the layout, not sign industry rates for your region.
| Line | Qty and rate | Amount |
|---|---|---|
| Sign design and proof, two revisions | 1 job | $280.00 |
| Aluminum composite panel, 3.0 x 0.6 m | 1 each | $390.00 |
| Cut vinyl lettering and logo | 1 set | $240.00 |
| Install on fascia, two installers | 3 hrs x $95 | $285.00 |
| Access equipment hire | 1 day | $180.00 |
| Quote total | $1,375.00 | |
| Deposit to book, 50% | $687.50 | |
| Balance on completion | $687.50 | |
| LED trough light, optional | 1 each | $620.00, not included |
The Docket design suits this kind of quote: business details on one line, the quote number top right, and dashed rules that read like an order docket from a trade counter.
Deposits and validity on a sales quote
Custom or ordered-in products justify a deposit, because once you cut, print or order, the materials cannot be resold to anyone else. Tie the deposit to that cost, say when the balance is due, and keep validity short where supplier prices move. Put both in writing so the order and the payment start together.
More on setting the amount in deposits on quotes, and on choosing an expiry in how long a quote is valid.
When to choose a sales quote
Choose it when the product is the main thing being bought and fitting comes second. If the job is mostly labor with materials as a minor part, a trade quote reads more clearly, and if the buyer only wants a unit price for a standard item, a shorter price quote does the job with less to read.
- Standard items where only the price matters: the price quote template
- More lines and wording for sign work: the signage quote template
- Labor led jobs: browse the trade quote templates
- After the quote goes out: how to follow up a quote
Sales quote questions
What is a sales quote?
A sales quote is a written offer to sell specific products at stated prices and quantities for a limited time. It usually includes product descriptions or model numbers, unit prices, delivery and installation charges, lead time, warranty, payment terms and an expiry date. Once the buyer accepts, it becomes the basis for the order and the invoice.
What is the difference between a sales quote and an invoice?
The sales quote comes first and is an offer the buyer can accept or decline. The invoice follows the sale and asks for payment. Most details carry over, and WhizInvoice can turn an accepted quote into an invoice in one click. See quote vs invoice for the full comparison.
How do I write a product quotation?
Name each product with its model or stock code and key specification, then give quantity, unit price and amount. Add delivery, installation and access equipment as separate lines, then tax, the total, lead time, warranty and payment terms. Finish with a valid until date and a clear way to accept.
Should a sales quote include delivery costs?
Yes, either as a priced line or as a clear statement that delivery is included or excluded. Freight that only appears on the invoice tends to start arguments. If delivery depends on the address, price the usual zone and say how other areas are charged.
How long should a sales quote be valid?
Long enough for the buyer to decide and short enough to protect you from price rises. For stocked products with stable prices, 30 days is reasonable. For items tied to supplier pricing, a shorter window or a note that prices are confirmed when the order is placed is safer.
Can I offer a discount on a sales quote?
Yes. Show the full price on each line and the discount as its own line under the subtotal, so the buyer sees the saving and tax is worked out on the reduced amount. The quote maker and the Excel file both include a discount that works this way.
