Free template

UK trade quote template

Shaun Holmes

I've spent over 20 years in UK construction, and I write the number down before the document gets a sentence.

The file is free. You do not need to sign up to download it or to copy the words. Replace every bracket. Do not leave an example price in a real document, because this template does not contain one.

The blank

QUOTE

Trading name: [trading name]
Your name: [your name]
Phone: [phone]
Email: [email]
Address: [your address]

Quote date: [date]
Valid until: [date]
Quote reference: [reference]

Customer: [customer name]
Customer address: [customer address]
Site: [site address]
Job: [one line]

Price: £[total]
VAT: [not VAT registered, so no VAT is added / VAT is included in this price / VAT at the rate I charge is extra]

SCOPE
[The work, in the order it happens, in words the customer can follow.]

NOT INCLUDED
[What this price does not cover. If you would not do it for free, it belongs here.]

MATERIALS
[Who buys them, and whether the cost is inside the total or on top. Name what you are supplying.]

LABOUR
[Inside the total, or on its own line with what it covers. Do not list a labour price and then add it again inside the total.]

PAYMENT
Deposit: £[amount or none], due [when], for [what it covers].
Balance: £[amount], due [when: before materials, on completion, or a number of days after the invoice].

This price is for the scope above. Extra work is a separate price.

Before you send it

These are the headings from the quote template guide. A quote is not an invoice. What a bill must contain is on the invoice template and on GOV.UK's invoice page (opens in a new tab).

Say whether you are VAT registered, and whether this price includes VAT, has VAT on top, or has no VAT because you are not registered. The words have to match how you will invoice. GOV.UK's VAT rates page (opens in a new tab) lists the standard rate at 20%. Use the rate you charge. If both you and a contractor customer are VAT registered, the VAT reverse charge guide is the separate check. Do not add the reverse charge sentence to a householder quote.

The Word and PDF files include a short note after the blank. Do not send that note to the customer. Paste from the copy button if you only want the blank in Google Docs.

Figures and wording checked on 19 October 2026.

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