Stop Losing Jobs to a Scruffy Quote – Download Your Free Professional Template

What’s in the Free Quote Template for Tradesmen

The template is laid out in the order a customer reads a quote, so the important parts are impossible to miss:

1. Your details and logo: business name, contact details, and any accreditations or trade body memberships.
2. Customer and job details: who the quote is for, the site address, a quote number and the date.
3. Scope of works: what you will do, written in plain English, so there are no arguments later about what was included.
4. Materials and labour lines: listed separately so the customer can see where the money goes.
5. Subtotal, VAT and total: with the total in bold so it stands out.
6. Terms: how long the quote is valid, any deposit, when payment is due, and your bank details.
7. A short personal note: one or two lines thanking the customer, which helps you stand out against a bare price.

How to Fill In the Quote Template

1. Add your logo and business details once, then save it as your master copy.
2. For each new job, save a copy and give it a new quote number.
3. Describe the work in the customer’s language, not trade shorthand, and say what is not included.
4. Price materials and labour separately. If you are not sure what to charge, our day rate checker shows what others in your trade and region charge.
5. Set the expiry date and deposit terms, then save it as a PDF and send it the same day if you can.

For the full method, including how to price a job and follow up without being pushy, read our guide on how to write a quote that wins jobs.

Example layout

This is an illustrative example of how the price section reads once it is filled in. The figures are made up, so use your own.

Quote Templates by Trade

The template works for any trade. Our trade guides show what to include and how to price the jobs you do most:

• Electricians
• Plumbers
• Gas engineers
• Builders
• Joiners
• Roofers
• Plasterers
• Tilers
• Painters and decorators
• Bricklayers
• Landscapers
• Groundworkers
• Kitchen and bathroom fitters
• Fencers
• Tree surgeons

Template or Quoting Software?

A template costs nothing and is perfect while you are getting started. Once you are sending quotes every week, quoting software pays for itself: saved price lists, quotes sent from your phone on site, online acceptance and automatic reminders when a customer goes quiet. Compare the options in our best quoting software for tradesmen guide, including free plans. Need to bill the job afterwards? Grab our free invoice templates too.

Quote Template FAQs

Is this quote template really free?

Yes. Enter your email in the form above and we send you the download link. There is no charge and you can unsubscribe at any time.

What format is the quote template?

It is a Word document, so you can open it in Microsoft Word, or upload it to Google Docs or Apple Pages, add your logo and details, and save each quote as a PDF to send.

Should my quote include VAT?

Only if you are VAT registered. If you are, show the VAT line clearly and make it obvious whether the total includes VAT, because domestic customers expect to see the price they will actually pay. If you are not VAT registered, do not add VAT.

What is the difference between a quote and an estimate?

A quote is a fixed price for the work described, and once the customer accepts it you are expected to stick to it. An estimate is a rough guide that can change. If you are sending a fixed price, call it a quote and spell out exactly what is included.

How long should a quote be valid for?

Many tradespeople use 30 days, so a rise in material prices does not leave you stuck with an old price. Whatever you choose, write the expiry date on the quote.

When should I use quoting software instead of a template?

A template is fine while you are sending a handful of quotes a month. Once you are quoting every week, software saves time with saved prices, online acceptance, follow-up reminders and turning an accepted quote into an invoice.