Quotation Design Guide
Types of Quotation Designs and When to Use Each One
A quotation is not a receipt and it is not yet an invoice. It is a price proposal. The design should help the customer understand what you are offering, how much it will cost, how long the quote is valid and why your business looks trustworthy.
Quick answer
Choose Classic when unsure, Downtown for quote-book familiarity, Minimal for formal estimates, Corporate for B2B proposals, and Creative when presentation helps win the job.
Create a quotation
Best default
Classic
Most local feel
Downtown
Best for B2B
Corporate
Why Quotation Design Matters
A quotation is often the first serious document a customer receives from your business. Before they pay, before you issue an invoice, and before the work starts, the quotation tells them what you can provide and how professional your process feels.
The design matters because customers use quotations to compare options. If the quote is clear, the customer can quickly see the item list, price, validity period, terms and total. If the quote is messy, even a good price can feel uncertain. A clean quotation design makes the offer easier to approve.
HatiBiashara quotation templates use the same design family as invoices. That means you can send a quotation first, then create an invoice later in a matching style if the customer accepts the offer. The quote stays consistent with the rest of your documents.
Quotation No: QT-2026-001
Date: 2026-04-27
Valid Until: 2026-05-04
Business Name
123 Moi Avenue
Nairobi, Kenya
+254 700 000 000
accounts@example.co.ke
KRA Pin: A012345678Z
Client Name
456 Client Street
Nairobi, Kenya
+254 711 000 000
client@example.com
KRA Pin: P051234567X
Quote Terms: Payment due within 7 days.
Thank you for your business.
Quotation design type
Classic Quotation Design
Classic is the safest quotation design in HatiBiashara. It uses a clean white page, clear business and customer sections, a strong green table and a simple totals area. It feels professional without making the quote look heavy.
Best for
Service providers, shops, suppliers, consultants and businesses that want a clear price proposal without making it look too formal or too decorative.
Personality
Clean, familiar, practical and easy to approve.
Why use this design?
- It is the best starting point when you are not sure what kind of quote design the customer expects.
- The layout makes the quoted items, quantities, prices and total easy to compare.
- It keeps the quote number, quote date and validity period visible without crowding the page.
- It can later match a Classic invoice if the customer accepts the quotation.
Use Classic for general service quotes, product supply quotes, repairs, installation work, consulting, deliveries, printing, small projects and everyday business proposals.
Create Classic QuotationEmail: accounts@example.co.ke Tel: +254 700 000 000
123 Moi Avenue Nairobi, Kenya
PIN No. A012345678Z
Quotation design type
Downtown Quotation Design
Downtown is inspired by Kenyan receipt and invoice books. For quotations, it gives the customer a familiar ruled-paper style with blue lines, a long particulars table and handwriting-style entries.
Best for
Downtown shops, traders, hardware sellers, print shops, small wholesalers and suppliers who want the quote to feel close to familiar Kenyan quote books.
Personality
Local, practical, familiar and quote-book inspired.
Why use this design?
- It feels natural for customers who are used to handwritten quotation books and physical business stationery.
- The long table is useful when the quotation has many goods, supplies or service lines.
- The handwriting-style entries make the document feel filled-in rather than overly digital.
- It works well for small business customers who want a direct quote rather than a polished proposal.
Use Downtown for hardware quotes, stationery supply quotes, printing quotes, shop quotations, repair estimates, transport quotes, product lists and small wholesale price proposals.
Create Downtown QuotationBusiness Name
123 Moi Avenue
Nairobi, Kenya
#QT-2026-001
2026-04-27
Valid until 2026-05-04
Prepared For
Client Name
456 Client Street
Nairobi, Kenya
+254 711 000 000
client@example.com
KRA Pin: P051234567X
Quote Terms: Payment due within 7 days.
Thank you for your business.
Quotation design type
Minimal Quotation Design
Minimal removes extra styling and keeps the quotation quiet. It uses restrained lines, simple spacing and a monochrome presentation so the customer can focus on the offer.
Best for
Professional services, consultants, formal estimates, advisory work and customers who prefer a simple quote that focuses on the numbers.
Personality
Formal, calm, lightweight and direct.
Why use this design?
- It is easy to read when the quotation has only a few important items.
- It prints well because it does not depend on heavy color blocks.
- It works for formal clients who prefer documents that are simple and serious.
- It keeps the quotation from feeling like marketing material when the customer only needs a clear price.
Use Minimal for advisory quotes, consulting estimates, legal-style service quotes, professional work, formal one-page proposals and lightweight price estimates.
Create Minimal QuotationBusiness Name
123 Moi Avenue
Nairobi, Kenya
Phone: +254 700 000 000
Email: accounts@example.co.ke
KRA PIN: A012345678Z
QT-2026-001
Prepared For
Client Name
456 Client Street
Nairobi, Kenya
Contact: +254 711 000 000
Email: client@example.com
KRA PIN: P051234567X
Project / Scope
Brand identity package
Payment due within 7 days.
Notes:
Thank you for your business.
Quotation design type
Corporate Quotation Design
Corporate gives the quotation a stronger official look. It uses blue business styling, structured customer sections and a detailed table so the quote feels like a formal commercial document.
Best for
Companies, agencies, institutions, B2B suppliers and businesses sending formal quotes to organizations that expect structured paperwork.
Personality
Official, organized, stable and business-ready.
Why use this design?
- It gives customers confidence when the quote is for a bigger job or a company purchase.
- It separates business details, customer details, quote date, validity and totals clearly.
- It is useful when the quotation may be reviewed by more than one person before approval.
- It gives your business a more established look when bidding for formal work.
Use Corporate for B2B proposals, company supplies, agency work, office services, institutional customers, tender-style conversations and larger service packages.
Create Corporate Quotation+254 700 000 000
accounts@example.co.ke
123 Moi Avenue
Nairobi, Kenya
Client
Client Name
+254 711 000 000
client@example.com
456 Client Street, Nairobi, Kenya
Quoted Total
Ksh 92,800
2026-05-04
QT-2026-001
Brand identity package
Professional creative work and project delivery.
Print design
Professional creative work and project delivery.
Quote Terms
Terms: Payment due within 7 days.
Quote No: QT-2026-001
Terms & Conditions
Thank you for your business.
Quotation design type
Creative Quotation Design
Creative gives the quotation a more expressive feel while keeping it readable. It is built for businesses where the quote is also part of the customer experience.
Best for
Designers, photographers, studios, event vendors, marketers, content creators and service businesses where presentation helps sell the work.
Personality
Expressive, modern, confident and service-led.
Why use this design?
- It helps the quotation feel aligned with a creative or service brand.
- It is useful when the customer is comparing not only price, but presentation and professionalism.
- It makes project-based service quotes feel more intentional.
- It still keeps the quote number, validity, items and total clear enough for approval.
Use Creative for design quotes, photography packages, event services, branding, social media, video production, styling, decor, marketing and other creative services.
Create Creative QuotationQuotation Design Comparison
The quoted items can be the same, but the design changes how the customer reads the offer. Use this quick comparison before choosing a template.
How to Pick the Right Quotation Design
Start with the customer. A walk-in customer or small trader may understand a Downtown quote quickly because it looks close to the paperwork they already know. A company, school or institution may prefer Corporate because the layout feels more official. A consultant may choose Minimal because it looks calm and formal.
Then think about what the quotation is trying to do. If the quote is only confirming a simple price, Classic or Minimal may be enough. If it is trying to win a creative job, Creative gives the proposal more personality. If the quote has many items, Downtown gives room for a long particulars list.
Finally, check the validity period and terms before sending. A quotation should make it clear how long the price is valid, what is included, what is not included and whether the customer should expect the same style when the final invoice is created.
Create a Quotation Design in HatiBiashara
Open the quotation builder, choose a template under the preview, edit the fields, then download the quotation as PDF or PNG. You can also save it under Documents when logged in.