Quote template
Get the Free Contractor Quote Template
Use a simple quote structure to show scope, pricing, terms, and next steps clearly.
Template sections
- Scope and exclusions
- Labor, materials, and allowances
- Payment terms and quote expiry
- Approval and next steps
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What every contractor quote should include
- Scope and exclusions — exactly what is included and, just as important, what is not.
- Materials and allowances — products, quantities, and how selections or overages are handled.
- Labor and timeline — who does the work and the schedule assumptions behind the price.
- Price, terms, and expiry — total, deposit, balance, and how long the quote stays valid.
- Approval and next steps — what the client signs and what happens after.
Quote vs estimate vs scope of work
| Document | Answers the question | When to send it |
|---|---|---|
| Estimate | Roughly what will this cost? | Early, to qualify the lead |
| Scope of work | Exactly what will you do? | With the proposal, before approval |
| Quote | Here is the price and terms | As the formal offer to proceed |
Common quote mistakes that lose jobs
- Vague scope that lets the client assume more is included than you intended.
- No exclusions, so every change becomes a dispute instead of a change order.
- Missing allowances for owner-selected materials and fixtures.
- No quote expiry, leaving the price exposed to material swings.
- A drawing attached to the estimate but not the quote, so scope and price drift apart.