报价单模板

Quotation No.: {QT-20260618-001}

Quotation Date: {YYYY-MM-DD}

Valid Until: {YYYY-MM-DD}

Buyer: {Company name}

Trade Term: {EXW / FOB / CIF / DDP + place}

Currency: {USD / EUR / JPY}

Payment Term: {30% deposit, 70% before shipment}

Lead Time: {Production days} after deposit and artwork confirmation

Item: {Product name}

Model: {Model / SKU}

Specification: {Size, material, color, standard}

Packing: {Inner pack / carton / pallet}

MOQ: {Quantity}

Unit Price: {Price} / {unit}, based on {trade term}

Quantity: {Quantity}

Amount: {Unit price x quantity}

FOB price: includes product, packing, inland delivery to loading port, export clearance, and loading-related local charges if agreed.

CIF price: includes FOB basis, ocean freight, and insurance to destination port; import clearance, duty, tax, destination port charge, and local delivery are excluded unless stated.

DDP price: includes delivery to {customer address}; duty, tax, customs clearance, local delivery, and remote/inspection risk should be included or clearly reserved.

每个价格都要绑定 destination、quantity、packing、valid until 和费用包含项，不要只写一个单价。

Option 1: Increase quantity to {quantity} and keep the same packing to reduce unit cost.

Option 2: Change from DDP to FOB/CIF if the buyer has their own forwarder or importer of record.

Option 3: Simplify packaging, logo, accessories, or sample requirements if these are driving cost.

Option 4: Keep the target specification but extend lead time, so production can follow normal schedule instead of urgent cost.

Price is based on the above quantity and trade term.

Bank charge, destination tax, and local delivery are excluded unless clearly stated.

Final production will start after deposit and confirmed artwork or samples.

Any change in quantity, packaging, destination, or delivery term may affect the price.

报价单发出前，先确认币种、贸易术语、目的港和数量阶梯是否一致。

如果客户后续改数量、包装或目的地，不要直接沿用旧单价，要重新核算毛利和运费。

报价有效期建议控制在 7 到 15 天，原材料或汇率波动明显时要写得更短。

Internal Cost Basis: {product cost + packaging + inland cost + freight + tax estimate}

Target Gross Margin: {margin rate}

Minimum Acceptable Price: {floor price}

Approval Owner: {sales manager / finance}

Reason for Discount: {volume / sample / strategic account / old customer}

Next Action: {send PI / ask quantity / confirm destination / wait customer feedback}

If quantity changes, unit price and lead time need to be recalculated.

If destination, trade term, packaging, or artwork changes, freight and handling cost may change.

Sample fee, mold fee, certification fee, and bank charge are not included unless stated.

This quotation is for decision review only; final order should be confirmed by Proforma Invoice.

发送报价单后，建议在客户跟进表里记录报价版本、贸易术语、有效期、客户异议和下一步动作。

如果客户只回复价格太高，先追问目标数量、目的地、付款方式和竞品口径，再决定是否调整单价。