Free Quote Template & Guide

Why Professional Quotes Matter

Your quote is often your first impression. A professional, well-structured quote:

• Builds trust and confidence
• Demonstrates attention to detail
• Justifies your pricing
• Increases your win rate

Essential Elements of a Professional Quote

1. Header Section

• Your business name and logo
• Contact details (phone, email, address)
• Business registration number (if applicable)
• Insurance details

2. Customer Information

• Customer name and address
• Contact details
• Quote date and reference number

3. Scope of Work

Detailed breakdown of what you'll do:

• Clear description of work
• Materials included
• Any exclusions
• Timeline/estimated duration

4. Pricing Breakdown

Transparent pricing builds trust:

• Labour costs
• Materials
• Equipment hire (if applicable)
• Waste disposal
• Subtotal and VAT (if applicable)
• Total amount

5. Terms and Conditions

• Payment terms
• Warranty period
• What's included/excluded
• Access requirements
• Validity period

6. Call to Action

Clear next steps:

• How to accept the quote
• Contact information for questions
• Deadline for acceptance

Free Online Quote Builder

Create professional quotes instantly with our online quote builder. Fill in your details, add line items, and see your quote preview update in real-time.

Quote Template Structure

Best Practices

• Be specific: Vague descriptions reduce confidence
• Show value: Explain why your price is fair
• Professional formatting: Clean, easy-to-read layout
• Personalize: Reference the customer by name
• Follow up: Don't let quotes go cold

Common Mistakes to Avoid

• Vague work descriptions
• Missing contact information
• No terms and conditions
• Poor formatting
• Forgetting to follow up

Using Quote Management Software

Professional quote management software like TradePlan helps you:

• Create quotes quickly with templates
• Track quote status
• Set follow-up reminders
• Convert quotes to jobs instantly
• Analyze your win rate