GroupChatOnGroupChatOnToolkit
Word template

Quotation & Delivery Challan (Word)

Two everyday business documents as clean Word files: a quotation to send before the sale and a delivery challan that goes with the goods. Replace the words in [brackets] with your own, fill in the item table and print. They open in Microsoft Word, Google Docs, LibreOffice and WPS Office.

Free · no sign-up · opens in Microsoft Word, Google Docs, LibreOffice and WPS Office. Files contain no macros.

Preview

Real view of the file with its sample data (yellow cells are where you type).

[Your Business Name]

[Address line] · [City, State PIN] · Phone [ ] · [email]

GSTIN: [ ]

QUOTATION

Quotation No.Q-[001]Date[DD-MM-YYYY]
To[Customer name]Valid until[DD-MM-YYYY]
Address[Customer address]Contact[Name, phone]

Dear Sir / Madam,

Thank you for your enquiry. We are pleased to quote our best rates for the following:

#DescriptionHSN/SACQtyUnitRate (₹)Amount (₹)
1[Item or service description][ ][ ][ ][ ][ ]
2
Sub-total₹ [ ]GST @ [ ]%₹ [ ]
Freight / other₹ [ ]Total₹ [ ]

Terms and conditions

• Prices are [inclusive / exclusive] of GST.

• Payment: [100% advance / 50% advance, balance before dispatch / 30 days from invoice].

• Delivery: within [ ] days of confirmed order, [ex-works / delivered to your site].

• This quotation is valid until the date mentioned above.

• Warranty: [as per manufacturer / [ ] months].

We look forward to your order.

For [Your Business Name]

Authorised signatory

…

[Your Business Name]

[Address line] · [City, State PIN] · Phone [ ] · [email]

GSTIN: [ ]

DELIVERY CHALLAN

Challan No.DC-[001]Date[DD-MM-YYYY]
Consignee[Name]Consignee GSTIN[ ]
Delivery address[Address]Place of supply[State]
Vehicle No.[ ]Transporter / LR No.[ ]
Reason for movement[Job work / On approval / Branch transfer / Sale (invoice to follow) / Other]Reference (PO / invoice)[ ]
#Description of goodsHSNQtyUnitApprox. value (₹)Remarks
1[Description][ ][ ][ ][ ]

Goods sent in good condition. Please check on receipt and sign below. This challan is not a tax invoice.

Received the above goods in good conditionFor [Your Business Name]
Receiver's signature, name and dateAuthorised signatory

…

What's inside

How to use it

  1. Download both files and open them in Word (or Google Docs / LibreOffice).
  2. Replace [Your Business Name], address, GSTIN and phone with your own. Save this as your master copy (File › Save As › Word Template if you like).
  3. For each new quotation or challan, open the master copy and fill in the number, date and customer.
  4. Type the items in the table. To add a row, click in the last row and press Tab at the last cell.
  5. Print two copies of a challan: one goes with the goods, the other comes back signed.

Tips

Questions and answers

Is a delivery challan the same as an invoice?

No. A challan records that goods were sent; it does not charge tax. When goods are sold, issue a tax invoice.

Can I add my logo?

Yes. Click in the header area and use Insert › Pictures.

Do I need Microsoft Word?

No. The .docx files also open in Google Docs, LibreOffice Writer and WPS Office, including on phones.

More in the Shop & Small Business toolkit

Also useful