Free quote template for tradespeople and small businesses

Whatever you call it, a quote is a price the client can say yes to. This template sets out the work, the cost and the total on one page.

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Quote template

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PDFFillable, type and printWord (.docx)Edit text freelyExcel (.xlsx)Auto totals
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What it includes

  • Your business name, address and contact details
  • The client’s name and address
  • A quote number and the date
  • Itemized lines with quantity, price and amount
  • Subtotal, tax (GST or VAT) and total, plus a notes box

How to use it

  1. Pick a style and download the PDF, Word or Excel file.
  2. Replace the sample details with your business and your client.
  3. Add a line for each piece of labour and material, with quantity and price.
  4. Check the total, save a PDF copy if you edited the Word or Excel file, and send it.

Common questions

What is the difference between a quote and an estimate?

A quote is a fixed price for defined work. An estimate is a best guess that can change. In the US people often say estimate for both; in most other countries, quote is the usual word.

Should I include GST or VAT on a quote?

If you are registered, show the tax as its own line so the client sees the price before and after tax. The rate and the rules depend on your country, so check your tax office’s guidance.

How long is a quote valid for?

State an expiry in the notes, often two to four weeks, so a rise in material prices does not leave you stuck with an old price.