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Price quotation template: automate quotes for clients
Streamline your billing process with this intelligent price quote template.
Customize it to suit your specific needs, and build the perfect cost tool to calculate accurate service quotes based on client requirements, automate proposal generation, and ensure consistent pricing across all your projects.
This estimate template helps any contractor, vendor, or freelance professional create professional price quotes in a standardized format. Whether you need to outline essential details for products or services, modify your price list for different clients, or create your first business quote, this flexible solution ensures professionalism throughout your quotation process while accurately calculating the total amount for any potential client.
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Create smart pricing systems that calculate accurate quotes automatically
Make a price quotation form using Formly's no-code platform.
Fully brand your form with colors, fonts, and logos and place them exactly where prospects find you—on your website, in sales conversations, and client consultation workflows.
Price quote template FAQs
1. How do I use this template to create a quote?
Start by selecting the ready-made template in Formly's no-code form builder. From there, you can easily customize pricing variables to match your service offerings, set up calculation logic that factors in project complexity, timeline, and scope, and create professional quote presentations that clients receive instantly. The template is designed for marketing agencies and freelancers but can be adapted for any service-based business that needs accurate, consistent pricing. It's the fastest way to launch a professional quote generation system that saves time while ensuring profitable pricing.
2. What factors should I include in my pricing calculations?
Effective price quotation forms typically consider project scope and complexity, timeline and urgency, required deliverables, client size and budget, revision rounds, additional services, and resource requirements. For marketing services specifically, factor in strategy development time, creative work, implementation efforts, ongoing management, and reporting needs. You might also include variables like industry expertise, rush fees, travel requirements, or third-party tool costs. Build your pricing logic around your actual costs, desired profit margins, and competitive positioning to ensure sustainable, profitable quotes.
3. Can I customize my price quotation form in Formly?
Yes! You can fully customize the design with your brand colors, fonts, and logo to create a professional client experience that reinforces your expertise. Beyond aesthetics, you can tailor pricing variables to your specific services, set up complex calculation formulas that account for multiple factors, and create conditional logic that shows relevant options based on project type or client needs. This makes it perfect for marketing agencies, freelancers, consultants, web designers, and any service provider who needs accurate, automated pricing for custom projects.
4. How do I set up automated pricing calculations?
Form creation is a breeze with Formly. In our form builder, you can assign monetary values to different service options and create calculation rules that automatically generate quotes based on selected requirements. For example, multiply base hourly rates by estimated hours, add percentage markups for complexity levels, or include flat fees for specific deliverables. You can also set up tiered pricing, package deals, or volume discounts that adjust automatically based on project scope. This ensures consistent, profitable pricing while providing instant quotes to prospects.
5. Where can I use my price quotation form?
You can deploy your pricing form across all sales touchpoints! Embed it on your website's services or pricing pages, share the direct link during sales conversations, or include it in your consultation follow-up process. Use it at networking events to provide instant ballpark figures, add it to your email signature for easy access, or integrate it into your CRM workflow for consistent quote generation. Whether prospects are using it on mobile or desktop, Formly's forms are fully responsive and provide a professional experience across all devices.
You can even take advantage of Formly's integration with Google Sheets to streamline your workflow and connect pricing data to 3000+ apps and automation tools.
6. How do I convert price quotes into signed contracts?
With our built-in automation features, you can create seamless quote-to-contract workflows that maximize conversion rates. Set up immediate delivery of professional quote documents, then trigger follow-up sequences that address common objections and highlight your value proposition. Integrate with tools like Zapier, DocuSign, or your CRM to automatically generate contracts from accepted quotes, schedule follow-up calls with interested prospects, or create custom proposals based on specific requirements. Want to improve closing rates? Use quote data to identify pricing sweet spots, track which services generate the most interest, or create targeted sales materials—all based on how prospects interact with your pricing options and quote requests.
7. How can I streamline my quoting process from quote creation to invoice?
This sales quote system streamlines the entire quotation process from initial inquiry to final payment. Create price quotes that automatically connect to your favorite apps using Formly's Google Sheets integration. For example, you can generate PDF versions for professional presentation, then send them via email to potential clients with all essential details clearly outlined. When a quote is accepted, easily convert the quote to an invoice using the same format and data, eliminating double entry and reducing errors.
You can also export quote data to a spreadsheet for further analysis or integrate with your existing business systems to ensure the entire workflow—from sales quote to final invoice—maintains consistency and professionalism throughout your quoting process.
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