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    Free quote template (PDF, Excel, Word)

    Download a professional quote template: Excel (CSV), a ready-to-print A4 PDF file and a editable Word document (.docx). Files are in Italian and intended for the Italian market.

    More than 3 quotes a month? Automate with AequoTax

    • Automatic numbering and chronological archive
    • VAT, discount and withholding calculations
    • Convert quotes into electronic invoices (SDI)
    • Digital client signatures directly from a link
    • Send via WhatsApp, email or a public link
    Start free — 3 docs/month included

    Excel template (CSV)

    Open in Excel, Numbers or Google Sheets.

    Download .csv

    PDF template

    Italian A4 template, ready to print.

    Download .pdf

    Word template (.docx)

    Open and edit in Word or LibreOffice.

    Download .docx

    How to complete a quote template

    1. Details of both parties. Business names, addresses, VAT numbers and sender and recipient contact details.
    2. Number, date and validity. Use sequential numbering and state an expiry, usually 15–30 days.
    3. Cost items. Description, quantity, unit price, discount and VAT rate; in Italy, for example, 22%, 10%, 4% or exempt.
    4. Totals. Calculate taxable amount, VAT and total. Italian flat-rate taxpayers add “Operazione senza applicazione dell'IVA, art. 1 commi 54-89 L. 190/2014”.
    5. Final notes. Payment method, delivery times, general terms and room for the client’s acceptance signature.

    Moving from a manual template to software

    For regular quotes, AequoTax saves duplicate data entry and manual calculations, keeping quotes, electronic invoices and client signatures together.

    Frequently asked questions

    How do I fill in a quote template?

    Enter sender and client details, quote number and date, then items with quantity, price, discount and VAT. Calculate the taxable amount, VAT and total. Always specify payment terms and validity.

    Which format: PDF, Excel or Word?

    Use Excel/CSV for data, Word (.docx) to edit text and PDF for printing. The A4 PDF file downloads directly.

    Manual template or software?

    Static templates suit occasional quotes. Software such as AequoTax automates numbering, VAT, conversion to electronic invoices and digital client signatures.

    Is a quote a tax document?

    A quote is not a tax document: it formalises a commercial offer. An invoice is issued later in accordance with applicable rules.

    Ready to stop filling in templates manually?

    Create quotes and electronic invoices in seconds, free up to 3 documents per month.

    Try AequoTax free