Quote / Quotation Template — FreelancerPackZA

How to use: Duplicate this file for each quote. Fill the [brackets]. Delete the variant you do not need (sole prop vs company). Mark VAT lines as N/A if you are not VAT-registered.

QUOTATION

Field	Value
Quote no.	`[Q-YYYY-001]`
Date	`[DD Month YYYY]`
Valid until	`[DD Month YYYY]` (typically 14–30 days)

From (choose one variant)

Variant A — Sole proprietor / freelance

Field	Value
Trading as	`[Your trading name]`
Full name	`[Your full legal name]`
Address	`[Street, suburb, city, postal code]`
Email	`[you@email.com]`
Phone / WhatsApp	`[+27 XX XXX XXXX]`
Income tax ref. (optional)	`[XXXXXXXXXX]`
VAT number	`[Not VAT-registered]` or `[4XXXXXXXXX]`

Variant B — Company (Pty Ltd / CC)

Field	Value
Company name	`[Your Company (Pty) Ltd]`
Registration no.	`[YYYY/XXXXXX/XX]`
Registered address	`[Street, suburb, city, postal code]`
Email	`[accounts@company.co.za]`
Phone	`[+27 XX XXX XXXX]`
VAT number	`[4XXXXXXXXX]` or `[Not VAT-registered]`
Contact person	`[Name, role]`

Bill to (client)

Field	Value
Client / company	`[Client legal or trading name]`
Attention	`[Contact person]`
Address	`[Address]`
Email	`[client@email.com]`
VAT number (if known)	`[4XXXXXXXXX]` / N/A
Purchase order (if any)	`[PO-XXXX]`

Project summary

Project title: [Short descriptive title]

Background / objective:

[1–3 sentences on what they need and why.]

Deliverables:

[Deliverable 1 — specific and measurable]
[Deliverable 2]
[Deliverable 3]

Out of scope (explicit):

[Item not included — e.g. ongoing social posting]
[Item not included — e.g. stock photography licence fees]
[Item not included — e.g. third-party software subscriptions]

Timeline: [Start date] → [Estimated completion]

Assumptions: [e.g. Client provides brand assets within 5 working days; one round of revisions included.]

Pricing (ZAR)

#	Description	Qty	Unit (ZAR)	Line total (ZAR)
1	`[Service / deliverable]`	`[1]`	`[R X,XXX.00]`	`[R X,XXX.00]`
2	`[Service / deliverable]`	`[1]`	`[R X,XXX.00]`	`[R X,XXX.00]`
3	`[Optional add-on]`	`[1]`	`[R X,XXX.00]`	`[R X,XXX.00]`

Item	Amount (ZAR)
Subtotal (excl. VAT)	`[R X,XXX.00]`
VAT @ 15% (delete if not VAT-registered)	`[R X,XXX.00]` or `N/A — not VAT-registered`
Total due if accepted	`[R X,XXX.00]`

Payment terms (proposed):

[e.g. 50% deposit on acceptance; 50% on delivery / net 7 / net 14.]

Bank details for deposit (optional on quote):

Bank: [Bank name] · Account name: [Name] · Account no.: [XXXXXXXX] · Branch: [XXXXXX] · Type: [Cheque / Savings] · Reference: [Quote no. + client surname]

Acceptance

To accept this quotation, reply in writing (email/WhatsApp) stating “I accept Quote [Q-YYYY-001]”, or sign below.

Field	Value
Client name	___________________________
Signature	___________________________
Date	___________________________

Notes: This quotation is not a tax invoice. An invoice will be issued on acceptance / deposit. Prices in South African Rand (ZAR). Quote valid until the date above unless withdrawn earlier in writing.

Template from FreelancerPackZA · J Live Solutions · General business use — not legal advice.