Finance template
Quotation template
An itemised quotation with inclusions, exclusions, a timeline, payment stages and an acceptance block. It suits builders, trades and service businesses pricing a job for a client.
5 sections, 3 tables, 1 signature block
Use this template opens a copy in the document builder after you sign in. Adapt it with AI opens the generator with this template chosen, so you can describe your business and get a version written for it.
What you fill in
- [Quote number]
- [Date]
- [Expiry date]
- [Client name]
- [Client address]
- [Email]
- [Your company]
- [Licence number]
- [Company number]
- [Phone]
The template, in full
Quotation [Quote number]
Itemised price
What is included
What is not included
Hidden damage. Bathrooms of this age often hide water damage behind the wall sheet. If we find any, work stops, you get photographs and a written price, and nothing proceeds until you approve it.
Timing and payment
Accepting this quote
Sign below and return one copy, or reply to [Email] with your acceptance in writing. We hold the price for 30 days from the quote date. Once accepted we will confirm a start date within two business days, and the current lead time is four weeks.