Quote and Estimate Template for Trades (UK 2025)
A practical quote and estimate template for UK trades, including scope wording, exclusions, and acceptance terms.
The Reality: If your quote is vague, you invite scope creep and margin leaks. A clear, repeatable template is the easiest way to protect profit and close jobs faster.
If you are unsure about charging for quotes, read Should I Charge for Quotes?.
Copy and paste quote template
Quote summary
- Quote number
- Customer name and address
- Site address
- Quote date
- Valid until date
Scope of work
- Clear description of what is included
- Materials and labor assumptions
- Access requirements
Inclusions
- Materials supplied by you
- Disposal or cleanup
- Certification or testing
Exclusions
- Unforeseen repairs
- Structural changes not visible at survey
- Customer-supplied materials (if excluded)
Pricing
- Total price
- Deposit amount
- Payment schedule
Acceptance
- Digital acceptance statement
- Cancellation policy
For a full workflow, see Quote to Payment in 48 Hours.
Scope control block (copy and paste)
This quote covers only the work described above. Any additional work requested after approval will be priced separately and confirmed in writing before proceeding.
For change order guidance, see Dealing With Scope Creep While You're Here.
Price change clause (materials volatility)
This quote is valid for 14 days. If material prices increase by more than [percent] after approval, we will provide a revised price before ordering.
If this is common for you, read Material Prices Increased Since Quote.
Payment schedule example
- 40 percent deposit on acceptance
- 40 percent on start
- 20 percent on completion
Match this to your cash flow needs and job risk.
Where Toolfy fits
Toolfy lets you build quote templates with inclusions, exclusions, and acceptance terms so every job starts clean. Start a free trial to build your first template.
FAQ
Should I include a deposit? Yes for jobs above your material threshold. Deposits protect your cash flow.
Do I need customer signatures? A digital acceptance with timestamp is often enough for trade jobs.
How many templates should I have? Start with 3 to 5 templates covering your top job types.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What should be included in a trade quote?
How long should a quote be valid?
Should I charge for quotes?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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