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FREE TEMPLATE · SOUTH AFRICA

Free quotation template for South African businesses.

Build a professional quote in a minute. Add your items, and the total and VAT are worked out for you. Add your logo and create a PDF to send to your customer.

QUOTE

Client details
DescriptionQtyRate (R)AmountRemove
R 3 600,00
R 2 200,00
Banking details
Subtotal
R 5 800,00
Tax
R 0,00
Total
R 5 800,00

Example prices only. Your PDF is created on this device: nothing you type, and no logo, is saved, sent or uploaded.

What your quote should include

  • Your business details and your customer’s details
  • A quote number and the date
  • A clear breakdown of labour, materials and any other costs
  • The total, with VAT shown separately if you are VAT-registered
  • How long the quote is valid for (for example 30 days)
  • What the customer needs to do to accept, and any deposit you need

Tips

  • Always add a validity period. Material prices change, and an open-ended quote can cost you money.
  • Split labour and materials. Customers trust a breakdown more than one round number.
  • Say how to accept (“Reply to accept, 50% deposit to book”). It turns a quote into a booking.

Questions

What is the difference between a quote and an invoice?

A quote is an offer before work starts and is not a request for payment. An invoice asks for payment for work that was agreed or done. Once a quote is accepted, it should become the invoice.

Is a quotation legally binding in South Africa?

Once your customer accepts it, a quote can form part of the agreement between you, so make sure the scope, price and validity period are clear before you send it.

Can I turn this quote into an invoice?

Switch the template to “Invoice” at the top. In VumaBill, an accepted quote converts into an invoice in one tap, with every line kept.