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Quote template — items, sales tax and total
Enter who the quote is for, the items, quantities and prices, and your sales tax rate to get a quote with the subtotal, tax and total worked out, a valid-until date and a line for the customer to accept. Save it as a PDF or export a CSV.
Days from the quote date. Leave it empty and no validity line is printed.
States and local areas set sales tax. Type the rate that applies; leave it empty and no tax line is printed.
Totals
- Subtotal
- $0.00
- Total
- $0.00
A print window opens. Choose “Save as PDF” as the printer, then save. The quote prints in English.
Quotes in the United States
No federal law sets a form for a quote or an estimate; businesses use their own. This page prints the quote number, date and validity, the customer, the items, the subtotal, sales tax and total, your notes, and a line for the customer to accept it.
Sales tax is set by states and local areas, so no rate is built in. Type the rate that applies and tick the lines that are not taxed.
A document helper, not legal or tax advice.
Quick questions
Is there a required format for a quote or estimate?
No federal law sets one; businesses use their own. This page prints the quote number, date and validity, the customer, the items, the subtotal, sales tax and total, your notes, and a line for the customer to accept.
What sales tax rate should I put on a quote?
Sales tax is set by states and local areas, so no rate is built in. Type the rate that applies, and tick any lines that are not taxed.
How is sales tax rounded on the quote?
Each line (quantity × unit price) is rounded half up to the cent, and the tax is worked out once on the taxed subtotal, also half up. The totals are the sums of what prints.
Can I save a quote as a PDF or CSV?
Yes. In the print window, choose “Save as PDF” as the printer, or export the quote as a CSV.