Tool Marketplace / Proposals & pricing
Quote Template Pack
Free until Nov 6 $9.99Send polished quotes in minutes: 7 editable Word templates for capital equipment, subscriptions, service plans, product orders, services, good/better/best and budget estimates, plus an Excel calculator.
For reps and sales managers who are tired of rebuilding quotes from an old email or a messy spreadsheet.
You get seven clean, professional quote templates in Word, one for each common deal: a capital equipment purchase with finance and lease options, a subscription with monthly vs annual billing and multi-year pricing, equipment plus a Basic / Standard / Premium service plan, a quick product order with volume pricing, a professional services project, a good / better / best options quote, and a budgetary estimate for budget season. Replace the [brackets], delete what you don't need, save as PDF and send.
The Quote Calculator does the math for every template: discounts, tax, deposits, finance and lease payments, subscription ramps and multi-year costs, with live formulas in Excel or Google Sheets. And the 7-page AI guide shows you how to hand any template to Claude, ChatGPT, Gemini or Copilot and get exactly the quote you need, with 30 ready-to-paste prompts and setup steps for your own AI quote assistant.
Example output
Example: Capital Equipment Quote, filled in
Made-up company and numbers, worked out in the Quote Calculator.
Prepared for: Dana Ruiz, Operations Manager · Summit Fabrication Project: Line 2 cutting upgrade · Valid until Dec 15
Thank you for the time with your team on Tuesday. Below is our quote for the LC-400 fiber laser cutter, sized for your goal of 30% more throughput on line 2. It includes delivery, installation and training, plus three ways to pay.
| # | Item | Qty | Unit price | Total |
|---|---|---|---|---|
| 1 | LC-400 Fiber Laser Cutter (4kW, 5x10 ft bed), 5% off | 1 | $185,000.00 | $175,750.00 |
| 2 | Automatic load/unload tower, 5% off | 1 | $24,500.00 | $23,275.00 |
| 3 | Delivery and rigging | 1 | $3,800.00 | $3,800.00 |
| 4 | Installation and setup | 1 | $6,500.00 | $6,500.00 |
| 5 | Operator training (on site) | 2 | $1,200.00 | $2,400.00 |
| 6 | Extended warranty, years 2–3 | 1 | $9,800.00 | $9,800.00 |
| Amount | |
|---|---|
| Subtotal | $232,000.00 |
| Discount | –$10,475.00 |
| Estimated sales tax (7.25% on equipment) | $15,139.81 |
| Total investment | $236,664.81 |
Ways to pay
| Option | How it works | Estimated cost |
|---|---|---|
| A. Purchase | 30% deposit with order, 70% net 30 after install | $70,999.44 deposit |
| B. Finance | 60 months at an estimated 7.9% APR | $4,787.39 / month |
| C. Lease | 60-month lease, rate factor 0.0205 | $4,851.63 / month |
Then: delivery and installation, warranty and service, what's not included, terms, next steps and a signature block, all ready to edit.
Ask your AI to change it
> "Turn this into Good / Better / Best. Good: the cutter only. Better: add the load tower. Best: add the 3-year warranty. Recommend Better because it allows lights-out running on night shift."
Made-up sample data. Your results use your own.
What's inside
- 7 editable Word quote templates (.docx)
- Quote Calculator for Excel and Google Sheets, one tab per template
- Finance, lease, ramp and multi-year cost math built in
- AI guide: edit, customize and reuse any quote with your AI (30 prompts)
- Setup steps for your own AI quote assistant in Claude, ChatGPT, Gemini or Copilot
- AI-ready text versions of every template
How to use it
- Download the file. If it's a .zip (a pack of files), unzip it first: double-click it on a Mac, or right-click → Extract All on Windows.
- Open the Word files in Word, and any spreadsheets in Excel.
- Using Google? Upload the file to Google Drive and open it with Google Docs or Google Sheets.
- Using Google Docs? Go to File → Open → Upload and choose the file.
- Replace every [bracketed] part with your details, then delete anything you don't need.