Pricing Quote Template

Sign up for Dock for free, create a new workspace, and select the price quote template. Customize it to fit your business, save it as a reusable template, and generate a personalized quote for each client. Then, share the link so your buyer can review and collaborate.

Yes! Dock is free to try for up to 5 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes, you can make a copy of the template and customize it as needed. You can also personalize it for each client before sending.

Yes. Each time you use the template, you can tailor the pricing, descriptions, and additional details to match the specific client and deal.

Yes. You can keep the template private to yourself or share it across your team. Dock lets you control template visibility and access settings.

A price quote template is a structured document that outlines the cost of products or services for a potential buyer. It typically includes item descriptions, a price estimate, payment terms, and validity periods. Whether you're a small business providing a service quote or a large company managing complex B2B deals, a well-organized price quotation template helps present clear, professional pricing to clients, reducing back-and-forth communication and speeding up decision-making.

A sales quote template is another term for a price quote template. It provides an itemized breakdown of pricing, potential discounts, and contract terms. Unlike an invoice template, which is issued after a sale, a sales quote helps new clients understand the total cost before they commit to a purchase.

An estimate template is similar to a price quote template but often used for project-based or service-driven businesses. A job estimate provides a rough cost calculation based on expected labor, materials, and other expenses. It helps customers make informed decisions before approving the final price.

A free quote template is a pre-designed document that businesses can use to create and send pricing proposals without starting from scratch. Many small businesses and freelancers use free quote templates to quickly generate service quotes for potential clients. With Dock, you can create and customize quotation templates that are both free to try and easy to share.

• Company name and contact details
• Client name and contact information
• Quote number and date
• Itemized list of products or services with descriptions
• Pricing breakdown, including any discounts or taxes
• Payment terms and conditions
• Expiration date of the quote
• Next steps for approval or acceptance

Use a price quote template whenever you need to provide a formal pricing proposal to a potential customer. This is essential for B2B sales, small businesses, and service-based industries where clients compare quotes before committing.

• Make it clear and concise. Clients need to understand costs quickly.
• Include multiple pricing options. A flexible price estimate helps clients choose the right option.
• Use a collaborative format. With Dock, buyers can ask questions and engage with your quotation template in real time.
• ‍Track buyer engagement. Dock lets you see when clients view and interact with the quote, so you know when to follow up.

• Sending static PDFs. They get buried in inboxes. Use a live workspace like Dock to keep pricing accessible.
• Forgetting an expiration date. Always include a deadline to create urgency.
• ‍Not providing next steps. Make it clear how the client can accept the quote or request changes.

Dock allows you to create, store, and share templates within your team. You can control permissions so only specific team members can edit or access the template, ensuring consistency while allowing flexibility.

• Send a simple link. Dock workspaces don’t require logins, making access easy.
• Introduce it during a call. Walk through the quote with your client in real time.
• ‍Follow up with engagement insights. If a client hasn’t viewed the quote, Dock lets you track engagement and follow up accordingly.

Yes, Dock allows you to customize the template with your company logo, colors, and fonts to ensure a professional, branded look.

Yes, you can add pricing tiers, optional add-ons, or bundled packages within the template to give clients flexibility.

Dock lets you include a call-to-action, such as an approval button or next steps section. You can also track engagement and follow up when needed.

A price quote is a formal proposal outlining the cost before a sale. An invoice template is issued after a sale as a request for payment.

Most businesses set an expiration date of 7 to 30 days to encourage faster decision-making.

Yes, with Dock, you can embed case studies, contracts, technical specs, or any other documents directly in the workspace.

Yes, Dock integrates with Salesforce and HubSpot, so you can pull client details, track engagement, and streamline your sales process.

With Dock’s engagement tracking, you can see when a client has viewed the quote and follow up at the right moment with a helpful message instead of a generic reminder.

Industries that commonly use price quotes, estimate templates, and service quotes include:

• B2B SaaS
• Consulting
• Marketing agencies
• IT services
• Construction
• Manufacturing

With Dock’s price quote template, you can create quotes faster, collaborate with clients more easily, and close deals with confidence.