Interior Design Quotation

​​

Creating and managing professional interior design quotations requires accuracy, clarity, and a touch of personalization. The Interior Design Quotation Template for Microsoft SharePoint, enhanced with Infowise Ultimate Forms, empowers interior designers and design firms to streamline their quotation process, automate document generation, and deliver polished, client-ready proposals without writing a single line of code.

Modernize Your Quotation Process with SharePoint and Infowise

This template provides a complete, end-to-end system to manage interior design quotes—covering client details, design requirements, itemized cost breakdowns, and terms & conditions. Designed with ease of use and flexibility in mind, the template leverages Infowise Ultimate Forms to automate repetitive tasks, ensure design consistency, and enhance the client experience through customized PDF outputs and dynamic email notifications.

Core Features & Benefits​

• Pre-Built Quotation Form​
  

Capture all relevant client details, design specifications, and room-by-room breakdowns using structured forms, dropdowns, and lookup columns.

• Itemized Cost Estimates

Use Ultimate Forms: Associated Items to manage multiple line items—like furniture, materials, and labor—linked directly to each quote.

• Automated Date Calculations & Deadlines

Calculate payment deadlines, revision windows, and quotation expiry using calculated fields and dynamic formatting.

• One-Click PDF Generation

Generate polished, branded PDF quotations using Ultimate Forms: Print templates, complete with terms, subtotals, and signatures.

• No-Code Custom Workflows

Automate approvals, internal alerts, and client follow-ups using Ultimate Forms: Actions and Alerts, reducing manual workload.

• Role-Based Permissions

Use Permissions Rules to restrict editing and access by user role (e.g. designers, finance, clients).

• Email Integration & Delivery

Send quotes directly to clients with dynamic email templates and attachments using Ultimate Forms: Actions.

• Custom Branding

Easily adjust logo, color palette, layout, and fonts on the quotation template using Print Template settings for a fully branded experience.

Key Components of the Quotation Template​

  1. Client & Project Details Section​

• Collect basic client information, project address, design scope, and timeline expectations. Custom fields allow tracking of design style preferences, room types, and additional notes.​

  2. Associated Items: Quotation Services​

• Use a linked “Quotation Services” list to capture each component of the estimate:
• Service Name
• Rate (USD/day)
• Number of days
• Cost
• Taxes (10%)
• Subtotals and Totals auto-calculated per item​

  3. Terms & Conditions​

• A customizable “Conditions” block outlines payment terms, client responsibilities, designer obligations, and project timelines. Example terms include:
• Validity of quote (e.g., 14 days)
• Down payment deadline
• Client review timelines
• Final payment terms​
  

  4. Approval Workflow

• Use Ultimate Forms: Action Buttons to move the quotation through various stages.

  5. Signature Section​

• Optionally include a digital acknowledgment or print signature line for in-person sign-off. Combined with PDF generation, this creates a ready-to-sign document.

Who Should Use This Template?​

• Interior Designers and Decorators
• Home Renovation & Staging Companies
• Design Studios and Freelancers
• Architectural Firms Offering Interior Design Services
• Office or Commercial Space Planners

Why Use Infowise Ultimate Forms?​

• No-Code Design Tools – Build custom quotation workflows in minutes with zero programming.
• Professional Output – Instantly generate clean, branded PDFs with itemized breakdowns.
• Automation Power – Reduce manual steps, increase accuracy, and improve client response times.
• Secure & Scalable – Enterprise-level permission controls and workflow tracking.

Get Started in 5 Steps​

1. Install the Template in your SharePoint site.
2. Customize Lists & Fields for your pricing model, design categories, and client preferences.
3. Set Up Action Buttons for approvals, printing, and sending.
4. Design Your Print Template to match your brand.
5. Start Creating & Sending Quotes to wow your clients.

Conclusion

The Interior Design Quotation Template, built on Microsoft SharePoint and powered by Infowise Ultimate Forms, gives you a complete quoting system to support your design business. Whether you're a solo designer or part of a growing studio, this template helps you automate your quotation process, improve client communication, and deliver high-quality, professional proposals every time.