How to Use ClickUp Quote Templates Step by Step

ClickUp offers flexible project and document tools you can adapt into powerful quote templates, helping you send accurate, professional prices in minutes instead of hours.

This how-to guide walks you through building, organizing, and reusing quote templates so your team can close deals faster and keep pricing consistent across every proposal.

Why Use ClickUp for Quote Templates?

Before you build your first template, it helps to understand how ClickUp can improve your quoting workflow compared to manual spreadsheets or scattered documents.

Centralized information: Keep prices, client details, and proposal notes together in one workspace.
Consistent formatting: Reuse the same branded layout every time.
Faster approvals: Clients receive clear, structured quotes they can review quickly.
Fewer errors: Standard fields and pre-filled items reduce manual data entry and miscalculations.

The original overview of quote templates and examples is available on the ClickUp blog article about quote templates, which highlights use cases across different industries.

Plan Your ClickUp Quote Template Structure

Defining your structure first makes it easier to turn any document or task into a reusable quote template inside ClickUp.

Decide What Every Quote Must Include

List the information that should appear in every quote, regardless of client or project type.

Client name and contact information
Project or service description
Itemized line items with quantities and prices
Taxes, discounts, and totals
Payment terms and due dates
Scope notes, assumptions, and exclusions
Signature or acceptance section

Choose the Right ClickUp Tools

You can build reusable quote templates in several ways inside ClickUp, depending on your workflow.

Docs: Best for narrative quotes, proposals, and multi-page offers.
Tasks: Helpful when you want each quote tracked as a task with statuses.
Custom fields: Ideal for structured pricing data, totals, and toggles.
Lists or Folders: Useful for grouping quote templates by product line or region.

Most teams combine a template Doc with task templates and custom fields to capture both narrative and pricing data.

Create a ClickUp Doc Quote Template

This section explains how to create a reusable Doc layout that your team can duplicate for every new quote.

Step 1: Create a New Doc

Open your workspace and navigate to the space or folder where you manage sales or client projects.
Click the option to create a new Doc.
Give it a clear name, such as “Master Quote Template” or “Standard Service Quote”.

Step 2: Add Core Quote Sections

Draft the structure of your quote inside the Doc. You can follow a simple layout:

Header: Company name, logo, contact details, and date.
Client section: Client name, address, and main contact.
Project overview: Short summary of goals and deliverables.
Pricing table: A table for item, description, quantity, unit price, and line total.
Totals: Subtotal, tax, discounts, and grand total.
Terms: Payment schedule, validity period, and legal notes.
Acceptance: Signature line, name, title, and date fields.

Leave placeholder text (for example, “<Client Name>”) anywhere information will change between quotes.

Step 3: Format for Clarity and Consistency

Use headings, bold text, and tables to make the quote easy to skim.

Apply heading levels for major sections like “Project Overview” or “Pricing”.
Use tables for line items to keep numbers aligned.
Add bullet lists for deliverables and assumptions.
Include a short introduction and closing paragraph that stays the same in every quote.

Step 4: Turn the Doc into a Template

When you are satisfied with the layout, open the Doc options menu.
Choose the option to save or convert the Doc as a template.
Give the template a specific name and add a description so teammates know when to use it.
Set sharing or privacy options so your sales or account team can access it.

From now on, your team can generate a consistent quote by creating a new Doc from this saved template inside ClickUp.

Build a Task-Based ClickUp Quote Template

Many teams want each quote to be trackable with statuses, assignees, and due dates. In that case, a task template works well alongside your Doc layout.

Step 1: Create a “Quote” Task

Go to the list where you manage deals or proposals.
Create a new task called something like “Quote Template – Standard”.
Add a detailed description linking to your Doc quote template if you are using one.

Step 2: Add Custom Fields for Pricing

Use custom fields to store structured information that appears in your quotes.

Client organization
Contact person
Quote value or total estimate
Start date and end date
Discount percentage
Approval status (for example, Draft, Sent, Accepted, Rejected)

These fields help you filter, report, and forecast revenue from quotes in ClickUp views.

Step 3: Define Subtasks and Checklists

Outline the repeatable steps for preparing and sending a quote.

Gather requirements from client
Confirm internal pricing or rates
Draft quote using Doc template
Review with manager or finance
Send to client
Follow up after a set number of days

Turn these steps into subtasks or checklist items so no step is missed when creating a real quote.

Step 4: Save the Task as a Template

Open the task options menu.
Select the option to save it as a task template.
Choose which elements to include: description, subtasks, custom fields, and attachments.
Name the template and add clear usage notes in the description.

Whenever a new quote is needed, your team can create a task from this task template in ClickUp and follow the predefined steps.

Organize Multiple ClickUp Quote Templates

If you sell different products, packages, or regions, you may need more than one quote layout.

Group Templates by Use Case

Consider creating distinct templates for scenarios like:

Fixed-fee project quotes
Hourly or time-and-materials quotes
Retainers and subscription services
Product bundles or tiered packages

Store these in a dedicated folder or list so your team can quickly choose the right ClickUp template for each deal.

Standardize Naming and Permissions

Use clear names such as “Quote Template – Web Design – Fixed Fee”.
Grant access only to teams who need to edit prices or terms.
Limit edit rights on master templates to prevent accidental changes.

Use ClickUp Views to Monitor Quotes

Once you create consistent templates, you can monitor quotes using views and filters.

Board views: Track quotes by status, such as Draft, Sent, Negotiation, and Won.
List views: Sort by quote amount, due date, or client.
Calendar views: See follow-up and expiration dates at a glance.
Dashboards: Visualize total quoted amount, win rate, or average approval time.

Because your task templates use the same custom fields, every quote appears consistently in these views.

Best Practices for Maintaining ClickUp Quote Templates

Keeping your templates accurate is just as important as creating them.

Review prices and terms on a regular schedule.
Store version notes in a dedicated Doc so you know when templates changed.
Train new team members on which templates to use for each situation.
Archive outdated templates instead of deleting them for historical reference.

For deeper help implementing quoting processes and broader work management systems, you can also work with specialists such as Consultevo to refine your setup.

Next Steps: Put Your ClickUp Quote Templates to Work

To recap, you can streamline your entire quoting process when you:

Plan a consistent structure for every quote.
Create a Doc-based layout for narrative and pricing tables.
Build a task template for tracking, approvals, and custom fields.
Organize multiple templates for different products or services.
Use views and dashboards to monitor quote performance over time.

By following these steps, you turn ClickUp into a reliable quoting system that saves time, reduces errors, and helps your team close more deals with confidence.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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