{"id":254922,"date":"2023-03-24T11:39:55","date_gmt":"2023-03-23T23:39:55","guid":{"rendered":"https:\/\/www.reckon.com\/au\/?page_id=254922"},"modified":"2025-09-12T12:49:44","modified_gmt":"2025-09-12T00:49:44","slug":"quote-template","status":"publish","type":"page","link":"https:\/\/www.reckon.com\/au\/small-business-resources\/quote-template\/","title":{"rendered":"Quote template"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#f3f2f6&#8243; background_image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2023\/08\/header-background.png&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_right&#8221; background_horizontal_offset=&#8221;25%&#8221; background_vertical_offset=&#8221;0%&#8221; custom_padding=&#8221;||0px||false|false&#8221; hover_enabled=&#8221;0&#8243; background_last_edited=&#8221;on|phone&#8221; background_vertical_offset_tablet=&#8221;-30%&#8221; background_vertical_offset_phone=&#8221;-30%&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|desktop&#8221; custom_css_main_element_tablet=&#8221;background-position: right 25% top -30% !important;&#8221; custom_css_main_element_phone=&#8221;background-position: right 25% top -50% !important;&#8221; sticky_enabled=&#8221;0&#8243; background_enable_image_phone=&#8221;off&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_image=&#8221;off&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_right&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;0px||||false|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; header_text_align_tablet=&#8221;center&#8221; header_text_align_phone=&#8221;center&#8221; header_text_align_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Free quote template for small businesses<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Create a professional quote in seconds with our easy-to-use quote template.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#template&#8221; button_text=&#8221;Get your free quote template&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; sticky_enabled=&#8221;0&#8243; custom_margin_phone=&#8221;||30px||false|false&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; 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global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Create a professional quote in minutes<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Free template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/file-check.svg&#8221; image_icon_width=&#8221;100%&#8221; icon_placement_tablet=&#8221;left&#8221; icon_placement_phone=&#8221;left&#8221; icon_placement_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.21.2&#8243; 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icon_placement_phone=&#8221;left&#8221; icon_placement_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_level=&#8221;h3&#8243; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; text_orientation=&#8221;center&#8221; header_text_align_tablet=&#8221;left&#8221; header_text_align_phone=&#8221;left&#8221; header_text_align_last_edited=&#8221;on|desktop&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;left&#8221; text_orientation_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Ready to customise with all requirements like your company and customer details, payment methods, item descriptions and amounts.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Easy to use&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/mouse-pointer.svg&#8221; icon_placement_tablet=&#8221;left&#8221; icon_placement_phone=&#8221;left&#8221; icon_placement_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_level=&#8221;h3&#8243; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; text_orientation=&#8221;center&#8221; header_text_align_tablet=&#8221;left&#8221; header_text_align_phone=&#8221;left&#8221; header_text_align_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;left&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Simply add your data and our template will do all the calculations for you.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; 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custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Download your free quote template<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;|700|||||||&#8221; header_4_text_color=&#8221;#df322a&#8221; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Quote template in Word &amp; Excel<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>Not sure what to include in your quote? Use our free customisable quote template for small businesses. The easy-to-use editable document contains all the requirements of a quote \u2013 simply add your business name and a few other details and you\u2019re ready to go!<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|60px|||false|false&#8221; custom_padding_tablet=&#8221;|30px||30px|false|true&#8221; custom_padding_phone=&#8221;|30px|||false|false&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_code admin_label=&#8221;Gravity Form&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<div<!-- [et_pb_line_break_holder] -->        data-form-id=&#8217;85ddc711-925f-ef11-bfe4-000d3ad1249a&#8217;<!-- [et_pb_line_break_holder] -->        data-form-api-url=&#8217;https:\/\/public-oce.mkt.dynamics.com\/api\/v1.0\/orgs\/c0847816-0caa-4954-ae40-21384473e68e\/landingpageforms&#8217;<!-- [et_pb_line_break_holder] -->        data-cached-form-url=&#8217;https:\/\/assets-oce.mkt.dynamics.com\/c0847816-0caa-4954-ae40-21384473e68e\/digitalassets\/forms\/85ddc711-925f-ef11-bfe4-000d3ad1249a&#8217; ><\/div>\n<p><!-- [et_pb_line_break_holder] -->        <script src = 'https:\/\/cxppusa1formui01cdnsa01-endpoint.azureedge.net\/oce\/FormLoader\/FormLoader.bundle.js' ><\/script>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; admin_label=&#8221;Responsive Comparison Chart &#8211; Simple 3-col version:&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;0px||||false|false&#8221; custom_padding_phone=&#8221;0px||||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; header_2_text_align=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Reckon One software vs free quote template<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; admin_label=&#8221;Row with the CSS Grid declaration in the Column Advanced Main CSS area&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width_tablet=&#8221;90%&#8221; 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da_disable_devices=&#8221;off|off|off&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; make_equal=&#8221;on&#8221; module_class=&#8221;blurb-icon-left&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; 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(You can reach us over the phone and talk to a real person.)<br \/>\n[\/et_pb_text][ba_dual_button btn_a_text=&#8221;Support Hub&#8221; btn_a_link=&#8221;https:\/\/www.reckon.com\/au\/support\/&#8221; btn_b_text=&#8221;Contact Us&#8221; btn_b_link=&#8221;https:\/\/www.reckon.com\/au\/contact-us\/&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/ba_dual_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; pac_dcm_is_carousel=&#8221;on&#8221; pac_dcm_carousel_row_items=&#8221;1&#8243; pac_dcm_carousel_spacing=&#8221;0px|0px|0px|0px|false|false&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; pac_dcm_carousel_row_items_infinite_carousel=&#8221;off&#8221; pac_dcm_carousel_navigation_arrows_conditional=&#8221;opacity&#8221; pac_dcm_carousel_row_items_autoplay=&#8221;off&#8221; pac_dcm_carousel_row_items_pause_on_hover=&#8221;on&#8221; 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position: relative;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_embed wistia_async_0nzm5jdegy seo=false videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/0nzm5jdegy\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"background: #fff; padding: 15px 35px; line-height: 1.5em; text-align: center;\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->&#8220;A partner you can rely on like Reckon&#8221;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><em><strong>Anne George,<\/strong> Owner of Word &#038; Web<\/em><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->[\/et_pb_code][et_pb_code _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221;]<script src=\"https:\/\/fast.wistia.com\/embed\/medias\/gby66wld39.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_embed wistia_async_gby66wld39 seo=false videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\"><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/gby66wld39\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"background: #fff; padding: 15px 35px; line-height: 1.5em; text-align: center;\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->&#8220;Reckon has the capability to grow with us as we require&#8221;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><em><strong>Rohan Sanderson,<\/strong> Owner of Operational Advancement Solutions<\/em><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Accounting Testimonial&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#ffddda&#8221; da_disable_devices=&#8221;off|off|off&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.27.4&#8243; text_font_size=&#8221;24px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>What our customers are saying<\/h2>\n<p>[\/et_pb_text][difl_contentcarousel item_spacing=&#8221;40px&#8221; arrow=&#8221;on&#8221; equal_height=&#8221;on&#8221; arrow_color=&#8221;#FFFFFF&#8221; arrow_background=&#8221;#5a3fff&#8221; arrow_opacity_disable=&#8221;0&#8243; arrow_circle=&#8221;on&#8221; arrow_prev_icon_use_icon=&#8221;on&#8221; arrow_prev_icon_font_icon=&#8221;&#x34;||divi||400&#8243; arrow_next_icon_use_icon=&#8221;on&#8221; arrow_next_icon_font_icon=&#8221;&#x35;||divi||400&#8243; arrow_prev_margin=&#8221;|||-65px|false|false&#8221; arrow_prev_margin_tablet=&#8221;|||-65px|false|false&#8221; arrow_prev_margin_phone=&#8221;|||-30px|false|false&#8221; arrow_prev_margin_last_edited=&#8221;on|phone&#8221; arrow_next_margin=&#8221;|-65px|||false|false&#8221; arrow_next_margin_tablet=&#8221;|-65px|||false|false&#8221; arrow_next_margin_phone=&#8221;|-30px|||false|false&#8221; arrow_next_margin_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; df_content_inherit_font_size=&#8221;17px&#8221; df_content_inherit_line_height=&#8221;1.4em&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_css_free_form=&#8221;.df_cci_image_container{||  z-index:1;||}||&#8221; custom_css_content=&#8221;border-radius: 25px 25px 25px 0px;||flex:auto;&#8221; global_colors_info=&#8221;{}&#8221;][difl_contentcarouselitem df_cci_image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/Gary-Angel_House-Proud-Reality-1.png&#8221; df_cci_image_align=&#8221;center&#8221; df_cci_max_width=&#8221;50%&#8221; df_content_bg_bgcolor=&#8221;#FFFFFF&#8221; cc_button_button_url_new_window=&#8221;1&#8243; image_margin=&#8221;||-50px||false|false&#8221; content_padding=&#8221;80px|40px|40px|40px|false|true&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>\u201cThe software works well, my data is always reliably available from the cloud, making BAS and tax returns very simple.\u201d<\/p>\n<p><strong>Gary Angel<br \/>House Proud Realty, Real Estate<\/strong><\/p>\n<p>[\/difl_contentcarouselitem][difl_contentcarouselitem df_cci_image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2022\/10\/amanda_profile.png&#8221; df_cci_image_align=&#8221;center&#8221; df_cci_max_width=&#8221;50%&#8221; df_content_bg_bgcolor=&#8221;#FFFFFF&#8221; cc_button_button_url_new_window=&#8221;1&#8243; image_margin=&#8221;||-50px||false|false&#8221; content_padding=&#8221;80px|40px|40px|40px|false|true&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>\u201c<span style=\"font-weight: 400;\">We needed simple, functional and reliable accounting software. It had to be something Mum could confidently use from her place. I could use from anywhere and my accountant could access with a click.<\/span>\u201d<\/p>\n<p><strong>Amanda Stevens<br \/>Gravel &amp; Grace, Retail<br \/><\/strong><\/p>\n<p>[\/difl_contentcarouselitem][difl_contentcarouselitem df_cci_image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2025\/07\/Katy-Walker.png&#8221; df_cci_image_align=&#8221;center&#8221; df_cci_max_width=&#8221;50%&#8221; df_content_bg_bgcolor=&#8221;#FFFFFF&#8221; cc_button_button_url_new_window=&#8221;1&#8243; image_margin=&#8221;||-50px||false|false&#8221; content_padding=&#8221;80px|40px|40px|40px|false|true&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>\u201cReckon one was exactly what I was looking for. It\u2019s accounting software that\u2019s easy to use for my small business and will grow alongside it.&#8221;<\/p>\n<p><strong>Katy Walker<br \/>The Clearing Room, Professional Services<br \/><\/strong><\/p>\n<p>[\/difl_contentcarouselitem][\/difl_contentcarousel][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;guides&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_module=&#8221;268366&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; header_2_text_align=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Free downloadable templates<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=&#8221;on&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_is_carousel=&#8221;on&#8221; pac_dcm_carousel_spacing=&#8221;0px|0px|0px|0px|true|true&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; pac_dcm_carousel_row_items_infinite_carousel=&#8221;off&#8221; pac_dcm_carousel_navigation_arrows_conditional=&#8221;opacity&#8221; pac_dcm_carousel_row_items_autoplay=&#8221;off&#8221; pac_dcm_carousel_navigation_arrows_position=&#8221;sides_inset&#8221; pac_dcm_carousel_navigation_arrows_background_color=&#8221;#ff5447&#8243; pac_dcm_carousel_navigation_arrows_color=&#8221;#FFFFFF&#8221; pac_dcm_carousel_navigation_arrows_border_rad=&#8221;on|128px|128px|128px|128px&#8221; pac_dcm_carousel_navigation_prev_icon=&#8221;&#x34;||divi||400&#8243; pac_dcm_carousel_navigation_prev_horizontal=&#8221;22px&#8221; pac_dcm_carousel_navigation_next_icon=&#8221;&#x35;||divi||400&#8243; pac_dcm_carousel_navigation_next_horizontal=&#8221;22px&#8221; pac_dcm_carousel_navigation_dots=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Invoice template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/invoice-template-1.png&#8221; alt=&#8221;Invoice Template&#8221; admin_label=&#8221;Invoice template&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free &amp; customisable Excel and Word invoice template for your small business.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/invoice-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Payslip template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/payslip-template-1.png&#8221; alt=&#8221;Payslip Template&#8221; admin_label=&#8221;Payslip template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free &amp; editable payslip template for Aussie small businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/payslip-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Business plan&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/business-plan-template-2.png&#8221; alt=&#8221;Business Plan Template&#8221; admin_label=&#8221;Business plan&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free editable business plan template to build out your business strategy.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/business-plan-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Cashflow forecast template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/cashflow-forecast-template-1.png&#8221; alt=&#8221;Cashflow Forecast Template&#8221; admin_label=&#8221;Cashflow forecast template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free cashflow forecast template for small businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/cashflow-forecast-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Balance sheet template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/balance-sheet-template-1.png&#8221; alt=&#8221;Balance Sheet Template&#8221; admin_label=&#8221;Balance sheet template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free &amp; customisable balance sheet for your small business.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/balance-sheet-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Profit &#038; Loss template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/profit-and-loss-template-1.png&#8221; alt=&#8221;Profit and Loss Template&#8221; admin_label=&#8221;Profit &#038; Loss template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free &amp; editable profit &amp; loss template for Aussie small businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/profit-and-loss-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Cashflow statement template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/cashflow-statement-template-1.png&#8221; alt=&#8221;Cashflow Statement Template&#8221; admin_label=&#8221;Cashflow statement template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free cashflow statement template for small businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/cashflow-statement-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Quote template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/quote-template-1.png&#8221; alt=&#8221;Point Of Sale Manage Customers&#8221; admin_label=&#8221;Quote template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free quote template for<br \/>\nsmall businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/quote-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Business continuity plan template&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/04\/business-continuity-plan-template-1.png&#8221; alt=&#8221;Business Continuity Plan Template&#8221; admin_label=&#8221;Business continuity plan template&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;84c72f0b-4b93-4a99-a19d-fc01dad3752f&#8221; header_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;20px&#8221; header_line_height=&#8221;1.4em&#8221; body_text_align=&#8221;center&#8221; body_line_height=&#8221;1.4em&#8221; background_color=&#8221;#f3f2f6&#8243; text_orientation=&#8221;center&#8221; custom_padding=&#8221;35px|30px|35px|30px|true|true&#8221; border_radii=&#8221;on|15px|15px|15px|15px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Free continuity plan template for small businesses.<\/p>\n<p><a class=\"et_pb_button\" href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/business-continuity-plan-template\/\">Download now<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/www.reckon.com\/au\/small-business-resources\/&#8221; button_text=&#8221;see all our business resources&#8221; button_alignment=&#8221;center&#8221; module_class=&#8221;alt&#8221; _builder_version=&#8221;4.22.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Invoicing &#8211; FAQs&#8221; module_id=&#8221;faqs&#8221; module_class=&#8221;faqs&#8221; _builder_version=&#8221;4.19.5&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||20px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.19.5&#8243; _module_preset=&#8221;default&#8221; header_2_text_align=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Frequently asked questions<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;60%&#8221; width_tablet=&#8221;75%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|tablet&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_toggle title=&#8221;What is a quote?&#8221; admin_label=&#8221;What is a quote?&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>New business can be won or lost during the quote stage, so it\u2019s important to get it right! A quote is a formal document of an agreed upon price for a job or order, and gives your client or customer a clear breakdown of costs.<\/p>\n<p>A good quote is a summary of your discussions with your client and should include everything relevant to the job, project or <a href=\"https:\/\/www.reckon.com\/au\/accountant-bookkeeper-resources\/payroll\/payroll-services\/\" data-wpil-monitor-id=\"42\">service<\/a> you\u2019re planning to provide. The best quotes are the ones that are brief, yet accurate and comprehensive. Our easy-to-use quote template can help you to provide a professional quote and make a good impression on your prospective client or customer.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;What is the difference between a quote and an estimate?&#8221; admin_label=&#8221;What is the difference between a quote and an estimate?&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><a href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/invoicing\/price-quote\/\" data-wpil-monitor-id=\"43\">A\u00a0<\/a><a href=\"https:\/\/www.reckon.com\/au\/small-business-resources\/invoicing\/price-quote\/\" data-wpil-monitor-id=\"43\"><strong>quote<\/strong>\u00a0is an exact price<\/a> for the job being offered and is <strong>fixed<\/strong>. Quotes are presented formally and represent a contract between you and the customer or client.<\/p>\n<p>An\u00a0<strong>estimate<\/strong>\u00a0is a rough educated guess based on what a job may cost. Estimates are your first thoughts on costs and can change drastically when you get further information or the scope of the job increases.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;How does the quote process work?&#8221; admin_label=&#8221;How does the quote process work?&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>To efficiently issue a professional quote, you can <strong>follow the below steps<\/strong>:<\/p>\n<ol>\n<li>Determine your pricing strategy and estimate costs<\/li>\n<li>Create a formal quote that includes key details including your business information, customer\/clients details, scope of work and pricing<\/li>\n<li>Send the quote to the customer or client of total costs for review and approval<\/li>\n<li>Once approved, confirm services or work to be carried out as well as timeframe and expectations<\/li>\n<li>Send the contract to be signed and request a deposit if required<\/li>\n<\/ol>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;What should be included in a quote?&#8221; admin_label=&#8221;What should be included in a quote?&#8221; _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>As a minimum a quote should include:<\/p>\n<ul>\n<li>Reference number<\/li>\n<li>Date<\/li>\n<li>Your business\u2019s name, address, contact details, payment details and ABN<\/li>\n<li>Client\u2019s name, address and contact details<\/li>\n<li>Description of work or services<\/li>\n<li>Breakdown of costs<\/li>\n<li>Total cost for the work to be completed<\/li>\n<li>Expiration date of the quote<\/li>\n<li>Terms &amp; conditions such as payment schedule<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;cta&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Try Reckon One today!<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]Unlimited invoices. 30 days free. Cancel anytime.<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; pac_dcm_carousel_specific_module_num=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/www.reckon.com\/au\/accounting-software\/&#8221; button_text=&#8221;try free for 30 days&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Free quote template for small businessesCreate a professional quote in seconds with our easy-to-use quote template.Create a professional quote in minutesOur Australian quote template can save you time &amp; money.Ready to customise with all requirements like your company and customer details, payment methods, item descriptions and amounts.Simply add your data and our template will do [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":279611,"parent":539,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"difl_page_category":[],"class_list":["post-254922","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Free Quote Template for Small Businesses | Reckon AU<\/title>\n<meta name=\"description\" content=\"Create professional quotes for your clients and customers, with a customisable quote template from Reckon. 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