Free quote template for distributors
Short answer
Download a free quote template for distributors and manufacturers in Word (DOCX) and Excel (XLSX), in English and French. It includes line items, quantity-break pricing, lead times, terms, validity and taxes, with formulas in the Excel version.
Download the template
Word (DOCX), Englishmerlin-quote-template-en.docxExcel (XLSX), Englishmerlin-quote-template-en.xlsxWord (DOCX), françaismodele-soumission-merlin-fr.docxExcel (XLSX), françaismodele-soumission-merlin-fr.xlsx
Free to use and adapt. No email required.
What's in the template?
- Header with your company details, quote number, date and validity
- Customer and RFQ reference, contact and need-by date
- Line items: part number, description, quantity, unit of measure, unit price, lead time, line total
- Quantity-break table for the main items
- Subtotal, GST/QST or HST lines, total (the Excel version calculates them)
- Terms: payment, FOB/shipping, validity, notes, and a signature line
How do I use it?
- Download the format you quote in.
- Replace the company block and logo placeholder with your own.
- Fill in one line per requested item; keep part numbers exactly as in your price sheet.
- Check taxes for the delivery province before sending; tax rates are left for you to confirm.
- Save as PDF and send.
Can this be automated?
Yes. Merlin's Quote Desk fills the same fields from your price sheet and drafts the PDF in minutes, in the customer's language, for your rep to approve. If you quote from Excel today, see how to prepare your price sheet.
