CSV
Professional Trade Quote Template
A quote structure that answers the questions customers ask before they say yes: what is included, what is not, when it happens, what it costs and how payment works.
Free, no email required. The file is built in your browser, so nothing you enter into it reaches us.
What is inside
- Header block: your business, customer, site address, quote number and date
- Scope of works, itemised by stage
- Explicit exclusions list — the single biggest cause of disputes
- Materials, provisional sums and prime cost items
- Access, parking, waste and welfare assumptions
- Price, VAT position, deposit and stage payments
- Validity period and material price re-check clause
- Variation procedure and how extras are priced
- Acceptance block for signature and date
Preview
Section,Field,Your entry,Notes Header,Business name,,Trading name and legal name if different Header,Business address,, Header,Contact,,Phone and email the customer should use Header,VAT number,,Leave blank if not VAT registered Header,Quote number,,Sequential - never reuse Header,Date issued,, Header,Customer name,, Header,Site address,,If different from billing address Scope,Stage 1 description,,What you will do first Scope,Stage 2 description,, Scope,Stage 3 description,, Scope,Materials included,,List brand/spec where it affects price Scope,Provisional sums,,Items priced on assumption - state the assumption Exclusions,Not included 1,,e.g. making good decoration Exclusions,Not included 2,,e.g. asbestos survey or removal Exclusions,Not included 3,,e.g. builders work by others Assumptions,Access,,Working hours and access arrangements Assumptions,Parking,,Who pays for parking or permits Assumptions,Waste,,Who removes waste and pays disposal Assumptions,Welfare and power,,Use of water and electricity on site Price,Labour,, Price,Materials,, Price,Equipment hire and waste,, Price,Subtotal excluding VAT,, Price,VAT,,20% if registered - state if not registered Price,Total,, Payment,Deposit amount and due date,,Justify against early costs Payment,Stage payment 1,,Tie to a milestone not a date Payment,Stage payment 2,, Payment,Final balance,,Due on completion Payment,Payment terms,,e.g. 7 days from invoice Payment,Late payment,,State that statutory interest may be applied to commercial debts Validity,Quote valid until,,14 to 30 days is typical Validity,Material price re-check,,State that material prices are re-checked at order Variations,Procedure,,No extra work proceeds without written approval and a price Acceptance,Customer signature,, Acceptance,Date,,