Quotes and Sales

Ready-to-Use Price List Template for Products and Services

A price list template helps businesses communicate product and service rates in a clear, consistent, and professional format. This ready-to-use model includes supplier and customer details, item descriptions, unit prices, taxes, discounts, validity periods, payment terms, and approval signatures.

A price list is a commercial document that presents the prices of products or services offered by a business. It helps customers compare options, understand applicable charges, and make informed purchasing decisions. A well-organized list also reduces misunderstandings about taxes, discounts, delivery costs, and payment conditions. This ready-to-use template can be adapted for retail, wholesale, professional services, and recurring commercial offers.

Purpose of a Price List

A price list provides a structured record of current commercial rates. It may be sent to prospective customers, attached to proposals, displayed in a physical location, or used internally by sales teams to apply consistent pricing.

Unlike a binding quotation, a general price list normally sets out indicative prices and conditions. It should therefore state its validity period and clarify whether the listed amounts include taxes, shipping, installation, or other additional charges.

Essential Information to Include

The document should identify the issuing business and provide sufficient detail for the customer to understand each item or service. Clear descriptions, units of measure, and tax treatment are particularly important when several products or pricing tiers are offered.

FieldPurposeCommon Error
Business detailsIdentifies the supplier and contact informationOmitting a telephone number or email address
Item descriptionExplains the product or service being soldUsing vague or incomplete descriptions
Unit priceShows the price per item, hour, package, or unitFailing to state the currency
Tax informationClarifies whether taxes are included or excludedLeaving tax treatment unspecified
Validity periodDefines how long prices remain availableUsing expired prices without notice

Product and Service Descriptions

Each line should state the item name, reference number where relevant, unit of sale, and price. For services, include the billing basis, such as hourly rate, fixed fee, monthly subscription, or project package.

Taxes, Discounts, and Additional Charges

State whether listed figures are tax inclusive or tax exclusive. If discounts, minimum order quantities, shipping charges, or installation fees may apply, describe the relevant conditions directly in the price list or in a referenced set of terms.

Editable template

Document template

PRICE LIST

Place: ____________________     Date: ____________________

Price List Reference: ____________________

Valid From: ____________________     Valid Until: ____________________

Supplier Details

Business Name: ____________________

Registration / Tax Number: ____________________

Address: ____________________

Telephone: ____________________     Email: ____________________

Customer Details

Customer Name: ____________________

Company / Organization: ____________________

Address: ____________________

Contact Email / Telephone: ____________________

Products and Services

No.Item / Service DescriptionReferenceUnitUnit PriceTaxDiscountTotal Price
1____________________________________________________________________________________________________________________________________________
2____________________________________________________________________________________________________________________________________________
3____________________________________________________________________________________________________________________________________________
4____________________________________________________________________________________________________________________________________________

Terms and Conditions

  1. All prices are stated in ____________________ currency and are ☐ inclusive of taxes / ☐ exclusive of taxes.
  2. This price list is valid from ____________________ until ____________________, unless replaced or withdrawn in writing.
  3. Payment shall be made by ____________________ within ____________________ days of invoice date.
  4. Delivery, availability, installation, and other additional charges are subject to the following conditions: ____________________.
  5. Discounts, special rates, and customized orders require prior written confirmation by the supplier.

Additional Notes: ____________________________________________________________________

________________________________________________________________________________

Authorized Representative of Supplier

Name: ____________________

Signature: ____________________     Date: ____________________

Customer Acknowledgment

Name: ____________________

Signature: ____________________     Date: ____________________

Edit the text right here. Changes are stored in your browser, and you can print them or export to Word and PDF.

How to Prepare a Clear Price List

Before publication, verify that all figures match your internal pricing policy and that currency, tax rules, and validity dates are accurate. Use a consistent format so that customers can compare items without needing additional explanations.

  1. List the products or services to be offered.
  2. Assign the correct unit, currency, and base price to each item.
  3. Specify tax treatment, discounts, and any supplementary charges.
  4. Set a validity period and issue the document with authorized approval.
Review and reissue your price list whenever pricing, taxes, supply costs, or sales conditions change, and keep a dated copy of each version.

Useful Conditions and Commercial Notes

A price list should not create uncertainty about what the customer receives. Add concise notes on availability, delivery timing, payment methods, returns, warranties, and whether prices are subject to confirmation for large or customized orders.

  • State the currency used for every listed amount.
  • Indicate whether taxes are included or excluded.
  • Describe the unit of sale or service billing method.
  • Include payment deadlines and accepted payment methods.
  • Specify the start and end date of price validity.

Using the Template for Different Sales Activities

Retail businesses may organize the list by product category, model, size, or quantity. Wholesale suppliers can include volume tiers, minimum order quantities, and delivery terms, while service providers may present hourly rates, packages, and optional extras.

If prices vary by customer category or region, issue separate versions or clearly label the applicable conditions. Avoid distributing an outdated list, as this can lead to commercial disputes and customer dissatisfaction.

Frequently Asked Questions

Is a price list legally binding?

A price list may be an invitation to purchase rather than a binding offer, depending on its wording and the law that applies. Clearly reserve the right to confirm availability and final terms when necessary.

Should prices include tax?

That depends on the applicable legal and commercial requirements. In all cases, the document should clearly state whether taxes are included, excluded, or calculated separately.

How long should a price list remain valid?

The validity period is a business decision, but it should be expressly stated. Shorter periods can be useful where costs, exchange rates, or supply conditions change frequently.

References

Written by

Stefano Barcellos

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