Quote Template
Create customer quotes that make products, decoration, artwork, shipping, terms and approval clear before production starts.
- Excel
- Google Sheets
Reduce quote revisions, missing approvals and margin-killing assumptions.
Free resources
Practical templates for print, sign, promo and apparel shops
Download clean, usable worksheets for quotes, purchase orders, size collection, decoration specs and margin control. Built for real shop workflows, not generic marketing PDFs.
The operating guide
These worksheets are steps in one workflow. See how they connect, quote to payment.
Read the workflow guidePurchase Order Template
Send suppliers purchase orders that separate product, decoration, artwork, delivery and required-date details clearly.
- Excel
Reduce supplier callbacks, wrong items and late surprises.
Size Collection Form
Collect names, departments, colours, sizes, fit, quantities and notes before ordering uniforms, teamwear or merchandise.
- Printable PDF
- Fillable PDF
- Excel
Stop chasing sizes across email threads, messages and last-minute changes.
Decoration Spec Sheet
Document artwork, placement, dimensions, colours, Pantones, method, special instructions and sign-off before production.
- Excel
Give production the same source of truth sales promised the customer.
Artwork Approval Checklist
Review proof files, placement, colours, size, spelling, method, production limits and final sign-off before decoration starts.
- Excel
Stop vague proof approvals from becoming reprints, disputes and production delays.
Production Handoff Checklist
Confirm quote, order, artwork, supplier, size, deadline, payment and production details before a job reaches the floor.
- Excel
Start jobs with the right information instead of stopping the floor to chase missing context.
Profit Margin Calculator
Calculate landed cost, decoration, setup, packaging, labour, markup, margin, selling price and profit with example jobs.
- Excel
- Google Sheets
Catch weak-margin jobs before the quote leaves your shop.
Supplier Comparison Checklist
Compare suppliers beyond headline unit price: stock confidence, setup charges, delivery fit, artwork requirements, terms and repeat-order reliability.
- Excel
Stop choosing a supplier on unit price alone and then absorbing the real cost later.
Promo Distributor Workflow Checklist
Move a customer request through supplier options, decoration spec, quote, proof, purchase order, invoice and reorder without losing margin or status.
- Excel
Keep every promo job moving from customer request to paid invoice without a dropped step.
Built for live jobs
Stop the mistakes that turn simple orders into rework
These templates capture the details that usually get scattered across email, WhatsApp, supplier portals and production notes: artwork status, decoration placement, sizes, supplier instructions, approvals and margin.
Quote cleaner
Show products, decoration, terms, shipping and customer approval in one place.
Order smarter
Give suppliers the SKU, colour, size, artwork and required date without guesswork.
Protect margin
Check landed cost, setup, decoration, labour and profit before a quote leaves the shop.
AI agents
When the paperwork becomes a job for an agent
The same steps these templates cover, handed to an agent that works from your records. Start with one, on the tools you already use.
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Production Agent Proposed build Chases artwork, sizes and sign-off so jobs keep moving. See the Production Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
FAQ
Questions about the templates
Are the TaggIQ resources free?
Yes. Quote, purchase order, size collection and decoration spec resources are ungated. The profit margin calculator asks only for email and optional company name.
Can the Excel resources be used in Google Sheets?
Yes. Download the Excel file, upload it to Google Drive and open it with Google Sheets.
Which template should I start with?
Start with the quote template if quotes go out inconsistent or under-priced. Start with the decoration spec sheet if production keeps chasing missing artwork, placement or colour. Start with the margin calculator if you suspect some jobs are barely breaking even.
Can I make these my own?
Yes. The PDFs print as worksheets for the counter or the job bag, and the Excel files are working files you can edit. Add your own pricing rules, supplier fields, approval wording and production notes.
How do these connect to TaggIQ?
They are the manual version of what TaggIQ does: quoting, supplier POs, artwork approval, production handoff and margin control in one connected workflow. Use the templates now. When the paperwork starts slowing the shop down, hand one job to an AI agent or move the workflow into TaggIQ.
Manual templates help. Connected workflows scale.
Hand one repetitive job to an AI agent, or run quotes, purchase orders, approvals, production and invoices in one TaggIQ workflow.
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