[Your company name] · License # [License #]
Customer signature and date
What’s in it
Your company and license number, quote number, date and valid-until date, the customer, the job address and a one-line description of the job.
Line items with quantity, unit, unit price and amount. The Excel file multiplies each line and adds them up.
Extras priced outside the total. The customer initials the ones they want; in Excel, choose Yes and the price moves into the total.
In Excel, mark each line taxable or not and set your rate. Tax is figured only on the taxable lines and accepted add-ons.
A deposit line on every version. In Excel, enter a percentage and the deposit and the balance after deposit calculate.
Fill in the PDF by hand, edit the Word file, or let the Excel file do the math. Excel also has cost and margin columns outside the print area.
How to fill it in
Quote vs. estimate
A quote is a fixed price for the work you list, good until a date you set. An estimate is your best figure for a job that still has open questions, and it can move as the details firm up. Use a quote when you know the scope; use an estimate when you don’t yet.
Who it’s for
List each small task as its own line (hang two doors, patch a ceiling, swap a faucet) or price a half day as one lot. The add-ons table catches the “while you’re here” jobs without changing the base price.
For a bathroom refresh, a deck or a basement: group the lines by phase (demo, framing, tile, fixtures), list allowances for items not chosen yet, and take a deposit at signing. For plan-based work with several trades, the construction bid template fits better.
FAQ
Visit the site and measure first. Then describe the job in one sentence, list the work line by line with quantities and prices, add optional upgrades separately, and say what’s included and what isn’t. Finish with tax, the total, the deposit, a valid-until date, payment terms and a place to sign.
Your company name and license number, the customer and job address, a clear description of the work, line items with prices, tax, the total, what’s not included, how long the price is good for, the deposit and payment terms, and signature lines.
Long enough for the customer to decide, and short enough that your material and labor prices still hold. Pick a period that fits your market and write the date on every quote.
Not by editing the signed copy. Write any change to the work or price on a change order and have the customer sign it before the changed work starts.
Yes. The Word file is fully editable, so you can add your logo and change any wording. The Excel file adds up the lines, add-ons, tax and deposit for you, and both print on letter paper.
Related
Line items, tax and totals, with an Excel version that does the math.
Get the template →Price and schedule changes in writing, signed before the work.
Get the template →Line totals, tax, payments received and balance due.
Get the template →See all free contractor templates
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