WhizQuote

Construction quotation template the client can follow

Clients balk at one big number. Price building work section by section, from preliminaries to provisional sums, so they see where the money goes and what happens when plans change.

  • 24 building trade templates to choose from
  • Groups, allowances and a booking deposit priced online
  • General template free in Word, Excel and PDF
Free download
A construction quotation for a rear extension, with materials and labor sections
Example only: business names and prices are made up.

Construction quote templates by trade

Every template has the lines that trade usually prices, with example amounts to replace with your own.

Roofer preview

Roofer

Roof replacement by the square

Plumber preview

Plumber

Rough in, fixtures, hot water

Tiler preview

Tiler

Floors, walls and wet areas

How a construction quote template is structured

A construction quotation prices building work section by section, so the client can see where the money goes and what happens when plans change. Use the free construction quotation template below in Word, Excel or PDF, choose one of 24 building trade templates, or price the job in the online quote maker with groups, allowances and a deposit to book. The general file comes as a construction quote template Word document and a construction estimate template Excel workbook, both free by email.

A construction quote breaks the price into the stages a client can understand: preliminaries, then each trade or element of the build, then allowances for items not yet chosen, then the terms. That structure makes variations easy to price later, because every change maps to a line that already exists.

  1. PreliminariesSite setup, temporary fencing, toilets, skips, permits and supervision, priced once for the job.
  2. Trade sectionsGroundworks, structure, roofing, services, internal finishes, each with materials and labor.
  3. Provisional sumsMoney set aside for work that cannot be priced yet, such as unknown ground conditions.
  4. Prime cost itemsAllowances for fixtures the client will choose, with the amount stated so the client knows the budget.
  5. Payment stagesDeposit, then stage payments at slab, frame, lock up and completion, or as your local contract rules allow.
  6. Exclusions and variationsWhat is not included and how changes will be priced and approved in writing.

Construction estimate template or fixed quotation?

Early in a project, before drawings are final, a construction estimate template with allowances and a range is the honest choice. Once the design and specifications are settled, convert it into a fixed construction quotation so the client can sign and you can order materials.

The contractor estimate template shows how allowances and ranges look on paper, and the estimate maker adds the range for you. When you move to a fixed price, keep the same sections so the client can see what changed.

Construction quote template in Word and Excel

Builders with long schedules of work usually prefer the Excel construction quote template, because each line multiplies quantity by rate and the sheet totals every section, the tax and the deposit. The Word version suits smaller works where the scope description carries more weight than the numbers.

FileUse it when
ExcelMany lines, repeat rates, stage totals and a deposit percentage
WordSmall works, detailed scope wording, a covering letter on the same page
PDFPrinting a blank form to fill in on site

See the Excel quote template page for how the formulas work.

Pricing changes on a construction quotation

Changes are normal on building work, and they cause most disputes when they are agreed by word of mouth. State on the quotation that every change will be priced in writing and approved before the work is done, then use a change order for each one.

Price a change from the same rates as the original quotation where you can, add any extra preliminaries such as longer scaffold hire, and show the effect on the completion date. The change order template and the guide to variations and change orders cover the process.

Construction quotation questions

What should a construction quotation include?

Your business details and licence number where your region requires one, the client and site, a scope tied to the drawings, preliminaries, priced sections for each trade, provisional sums and allowances, tax, payment stages, exclusions, the validity period and signatures.

How do I price preliminaries?

List every cost of running the site for the length of the job: setup, fencing, toilets, waste removal, scaffolding, permits and your supervision time. Price them by week or as a lump sum, and keep them on their own line so changes to the programme can be priced fairly.

What is the difference between a provisional sum and a prime cost item?

A provisional sum covers work you cannot price yet, such as rock in the excavation. A prime cost item is an allowance for something the client will choose, such as tapware. Both show an amount and are adjusted to the actual cost later.

Should builders charge a deposit?

Many do, to cover early material orders, but several regions cap deposits on home building work. Check your country page, for example the Australia page, and the deposits guide.

Is a construction estimate the same as a quotation?

No. An estimate is a guide that can change, while a quotation is usually a firm price for the scope described. Use an estimate while the design is moving and a quotation once it is fixed.

Send the quote while the customer is still keen.

Every quote template and the quote maker are free. Want your quotes sent, followed up and turned into invoices for you? WhizInvoice does that on the Starter plan, and you can start free.

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