Create a quote: template and professional tips for 2026

    A good quote creates your client’s first impression of your business. Find required details, a free template and tips to improve acceptance. This guide concerns the German market.

    Required details on a quote

    1. Sender and recipient with full addresses.
    2. Quote number and date, sequential, e.g. ANG-2026-001.
    3. Description of services, precise and including quantities and units.
    4. Unit and total prices, net, VAT and gross.
    5. Validity period.
    6. Payment and delivery terms.
    7. Reference to general terms (AGB), if available.

    5 tips to improve acceptance

    • Respond quickly — Send quotes within 24 hours.
    • Itemise costs — Clients see the value behind the price.
    • Offer three options — Basic, Standard and Premium; the middle option is often selected.
    • Add a clear call to action — “Accept quote” as a PDF button or online link.
    • Follow up — A friendly reminder after 5 days can help secure a response.

    Free quote template

    Download the German Angebot template: Word (.docx) or Excel (.xlsx), with totals and VAT calculated automatically.

    Find more German Word and Excel templates in our tradespeople quote guide and cost estimate guide.

    From quote to invoice in one click

    AequoTax converts accepted quotes into standard PDFs or ZUGFeRD 2.1 / XRechnung 3.0 electronic invoices. See our guide to small businesses under §19 UStG.

    Frequently asked questions

    How long is a quote valid?

    Usually 14–30 days. For materials with fluctuating prices, such as wood, metal or energy, 7–14 days is sensible. State validity clearly.

    Is a quote legally binding?

    In Germany, a binding offer becomes a contract when accepted. Adding “freibleibend” indicates a non-binding offer.

    Should I show VAT on a quote?

    German B2C quotes show gross prices; B2B commonly shows net prices plus VAT information. Small businesses under §19 UStG do not charge VAT and add the required notice.

    How can a quote be signed digitally?

    AequoTax sends a public link. The client signs with a mouse or finger and you receive the signed PDF with a timestamp.

    Quotes clients can sign digitally

    Send quotes by link and let clients sign online. Up to 3 documents per month free.

    Try AequoTax free