Free trade quote template
Fill in the quote below. It works out the totals and VAT for you, then print it or save it as a PDF. It's the same layout TradePlan sends, and nothing you type leaves your browser.
Click any text to edit it. Totals and VAT update as you type.
Your Business Name
12 High Street, Anytown AB1 2CD · 07700 900000 · you@example.co.uk
Prepared for
Mr Alan Example
1 Station Road, Anytown AB1 3EF
Valid until 30 days from today
Quote
Q001-1
Replace existing boiler with a new combi and fit thermostatic valves to all radiators.
| Description | Qty | Unit price | Total |
|---|
Included
All materials and labour listed, removal of the old boiler, system flush and commissioning.
Not included
Making good and decorating.
Payment terms
25% deposit to book, balance on completion.
To accept
Reply to this email or call to confirm a start date.
Doing this every week? TradePlan builds this quote from your own price list, sends it as a PDF, keeps every revision, and turns it into a job and an invoice.
Try it free for 14 daysWhat every quotation should include
- Your details
- Business name, contact details and any registration numbers your trade needs (Gas Safe, NICEIC) plus your VAT number if you are registered.
- Client and site
- The client’s name and the site address, which might not be the billing address for a landlord or agent.
- Quote number and validity
- A reference you can find later and a date the price is good until. 30 days is common; material prices move.
- Itemised lines
- Materials and labour on separate lines with quantities. Itemised quotes win more work because the client can see what they are paying for.
- VAT and total
- Net, VAT and gross shown separately if you are VAT registered.
- Inclusions and exclusions
- What the price covers and what it doesn’t. This one line prevents most arguments later.
- Payment terms and how to accept
- Deposit, stage payments, balance on completion, and exactly how the client says yes.
More on writing quotes that get accepted: how to create professional quotes that win work and how to stop losing jobs after quoting.
Stop retyping quotes
TradePlan builds this quote from your own price list, puts your logo on it, sends it as a PDF, and tracks whether it was accepted.
Try it free for 14 daysQuote template questions
What should a trade quote include?
Your details and registrations, the client and site address, a quote number and validity date, itemised materials and labour, VAT and total, what is and isn’t included, payment terms, and how to accept.
Is a quote legally binding?
Once the client accepts a fixed-price quote, it generally forms the basis of the contract. That is why the inclusions, exclusions and validity date matter. An estimate is a guide price, not a fixed one.
Is my quote saved?
It is kept in this browser only, so you can come back to it on the same device. Nothing is uploaded. Use Print to save a PDF you can send.
How long should a quote be valid for?
Commonly 30 days. Shorter if your material prices are moving quickly.
Can I make quotes like this automatically?
Yes. TradePlan builds this layout from your own price list, adds your logo and colours, sends it as a PDF and keeps every revision. Try it free for 14 days.
Get your evenings back
Set up your price list, send your first quote, and see the difference by the end of the week.
Start your 14-day free trialNo credit card required. No setup fees. Cancel anytime.