Quote template your AI agent can fill in.
A clean, branded Word quote with a repeating line-items table. Download it free, drop in your logo, and let Claude generate priced quotes from a prompt.
No signup to download. Sign up free when you want Claude to fill it in over MCP.
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About this template
This quote template ships with every field your agent needs: company and client blocks, quote metadata, a {{TableStart:LineItems}} region that grows to any number of rows, and subtotal/discount/tax/total math you control. Edit the .docx in Word to match your brand, then upload it to DocExport so Claude can draft quotes from a Gmail thread, a CRM deal, or a one-line prompt.
Every {{placeholder}} the agent fills in.
| Field | What it means | Example |
|---|---|---|
{{CompanyName}} | Your business name shown in the header. | Northwind Studio |
{{CompanyAddress}} | Your business's address line. | 12 Harbor Rd, Bristol |
{{QuoteNumber}} | Unique quote reference. | Q-2026-0142 |
{{QuoteDate}} | Date the quote is issued. | 2026-06-13 |
{{ValidUntil}} | Expiry date of the quote. | 2026-07-13 |
{{ClientName}} | Recipient contact name. | Steven Park |
{{ClientCompany}} | Recipient's company. | Park & Co. |
{{ClientAddress}} | Recipient's address. | 88 King St, Manchester |
{{LineItems}} | Repeating region — one row per line item (Description, Qty, UnitPrice, LineTotal). | array of rows |
{{Subtotal}} | Sum before discount and tax. | £4,200 |
{{Discount}} | Any discount applied. | £200 |
{{Tax}} | Tax or VAT amount. | £800 |
{{Total}} | Final amount due. | £4,800 |
{{Notes}} | Free-text terms or notes. | 50% deposit due on acceptance. |
{{PreparedBy}} | Name of the person issuing the quote. | Jordan Lee |
Ask Claude in plain English.
Or pass a JSON payload directly
{
"CompanyName": "Northwind Studio",
"CompanyAddress": "12 Harbor Rd, Bristol BS1 4AA",
"QuoteNumber": "Q-2026-0142",
"QuoteDate": "2026-06-13",
"ValidUntil": "2026-07-13",
"ClientName": "Steven Park",
"ClientCompany": "Park & Co.",
"ClientAddress": "88 King St, Manchester M2 4LQ",
"LineItems": [
{ "Description": "Brand identity package", "Qty": "1", "UnitPrice": "£2,400", "LineTotal": "£2,400" },
{ "Description": "Landing page design", "Qty": "3", "UnitPrice": "£600", "LineTotal": "£1,800" }
],
"Subtotal": "£4,200",
"Discount": "£200",
"Tax": "£800",
"Total": "£4,800",
"Notes": "50% deposit due on acceptance.",
"PreparedBy": "Jordan Lee"
}From download to Claude-callable in four steps.
Grab the .docx, open it in Word, and swap in your logo, colors, and any clauses you want. Keep the {{placeholders}} you need.
Drop the file into your DocExport workspace. It auto-annotates every field in plain English so your agent knows what each one means.
Point Claude (Desktop, API, or any MCP client) at your DocExport endpoint. The template shows up as a callable tool.
Ask in plain English. Claude previews, self-corrects, and returns a polished PDF or DOCX via signed URL.
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