QUOTE

Quote reference: [Unique reference]
Quote date: [Date]
Valid until: [Date agreed for this price]

FROM
Your legal name or registered company name: [Name]
Trading name, if used: [Business name]
Business address: [Full address]
Contact details: [Phone and/or email]

PREPARED FOR
Customer name: [Customer or business name]
Customer address: [Full address]
Site address: [Full address]

WORK INCLUDED
[Describe the work, dimensions, finish, materials and other agreed details]

WORK NOT INCLUDED
[List exclusions, such as skips, electrical work or making good elsewhere]

PRICES
Description | Quantity | Unit price (GBP) | Line total (GBP)
[Labour or work stage] | [Quantity] | [Your own rate] | [Quantity x rate]
[Materials] | [Quantity] | [Your own price] | [Quantity x price]
[Add or remove lines as needed]

Subtotal (GBP): [Sum of line totals]
Agreed discount (GBP), if any: [Amount]
VAT treatment: [State whether no VAT is charged, VAT is included, or VAT is added; check your registration and the correct treatment]
VAT amount (GBP), if applicable: [Checked amount]
Total quoted price including any applicable VAT (GBP): [Checked total]

ACCESS AND TIMING
Proposed timing: [Subject to the agreed conditions]
Customer responsibilities or access needed: [Details]
Assumptions still to confirm: [Details]

PAYMENT AND CHANGES
Deposit or staged payments, if agreed: [Amounts, dates or work milestones]
Balance payment terms: [Agreed terms]
How changes will be priced and agreed: [Your process]

CUSTOMER RESPONSE
[Ask the customer to confirm the scope, price and terms. Keep their actual reply with your records.]

CHECK BEFORE SENDING
Replace every bracketed field, remove unused lines and this checklist, and check all calculations yourself.
This is a starting point for a quote, not a complete building contract, a VAT invoice or evidence of acceptance.
Use your own prices. Do not treat an uncertain estimate as a fixed quote without making the basis clear.
Check tax treatment and any required consumer or contract terms with a suitable adviser.
Free template from SayInvoice: https://www.sayinvoice.app/building-quote-template