Guides for quoting and order work
For the people who quote, take orders and sign them off.
Free templates
Word, Excel and PDF
Quotation template
A quote set out for made-to-order work: price breaks, lead time, tooling and terms.
Word, Excel and PDF
RFQ template
The details every enquiry should arrive with, so estimating starts without chasing.
Excel, Word and PDF
Bill of materials template
Parts, quantities and costs on one sheet, ready to price from.
Word and PDF
Price increase letter
A plain letter telling customers about a price change, with the notice and dates.