Builder Quote template UK with a completed example

Start with the template and completed example

Save a copy of the blank DOCX for the enquiry you are quoting. Open it in Word or a compatible editor and replace the bracketed fields. The yellow price-table headings and numbered sections help separate the information the customer needs to review.

The second part of the same file is a completed example. It uses an illustrative Customer and business, so nobody should send it as an actual offer. Compare its descriptions with your own proposed work rather than copying its quantities, amounts or payment arrangement. Remove the example pages from the copy you send to a customer.

Keep your editable draft separate from the copy you deliver. Once the offer is ready, export the reviewed document through your usual method and retain an identifiable version. A customer should not receive unfinished instructions or a file whose wording changes without explanation.

Fill in the business, Customer and site

Enter your business details and identify the person or company receiving the offer. Include the relevant contact route for questions. A familiar name in an email thread is not enough to establish every commercial detail of a company enquiry.

Record the work address separately from billing or correspondence details. The example leaves a clear reminder to complete the full site address before sending. In a real proposal, resolve that gap so the customer and team can identify the location reliably.

Give the document a reference, date and revision identifier. Those fields let you name the offer when a customer responds or requests a change. Use an unambiguous date such as 30 September 2026, rather than a numeric format that somebody could interpret differently.

Describe the drawing or specification basis

Use the scope-basis field to identify the information behind your proposal. That may be a measured drawing, specification, visit note or defined customer selection. Where a drawing has revisions, record the reference that actually supports the price.

The example names drawing EX-A, revision 1. That explains why changing dimensions requires review. Your own document needs the equivalent real reference, not a generic statement that the offer follows whatever plans happen to be circulating.

If an essential specification remains unknown, obtain it before presenting a firm proposal based on a guess. If an assumption is appropriate to your actual offer, state it explicitly and explain its boundary. The basis should help the customer understand what was priced.

Write the priced items

Each price-table row contains a reference, included work, quantity, unit price and line total. Use rows for recognisable components of the result. Do not turn every internal action into a separate customer choice if you are offering one coherent package.

In the example, two base cupboards at £750 each total £1,500. Two sets of shelves at £300 each total £600. A £150 fitting and tidying item takes the subtotal to £2,250 before the illustrative tax calculation.

Describe materials and supply arrangements where they define the offered result. "Selected board finish" in a learning example still needs the exact confirmed selection in a real offer. If the customer supplies an item, identify that arrangement rather than implying your selling price includes purchasing it.

The document is editable rather than an automatic estimator. Check quantity multiplied by unit price and the sum of all line totals yourself. If you remove or add a row, update the subtotal and every affected figure before exporting the customer copy.

Review the total and tax presentation

The completed example shows a £2,250 subtotal, an illustrative 20% tax amount of £450 and a £2,700 total. That arithmetic helps show the field relationship. It is not a recommendation that your supply should use that rate or presentation.

Determine actual treatment using the facts and your business settings. Do not infer it from being a UK builder, from the work address or from copying the sample. Complete the blank tax fields according to the reviewed position for the offer.

Keep the selling total distinct from your private cost build-up. A cost estimate may include labour, materials and allocated overhead; the customer-facing table describes what you offer for a selling amount. Do not accidentally paste internal margin notes into the document.

Complete exclusions and assumptions

State boundaries in practical language. The sample excludes wall repair and room decoration, which helps explain the expected result after fitting the joinery. A real offer should identify the relevant excluded areas or tasks rather than rely on "everything else excluded".

Record assumptions that affect your scope or price and identify outstanding customer decisions. The example requires handle selection before ordering. That is a concrete dependency; it does not imply that every later handle choice can be supplied on unchanged terms.

Compare this section with the main items. An exclusion should not contradict a promise in the price table, and an assumption should not conceal work you cannot yet define. Resolve those inconsistencies before asking the customer to consider the proposal.

Complete programme, payment and response fields

Describe the status of any proposed timing and the expected duration. The example uses an October window subject to confirmation, not a reserved date. Check access and readiness responsibilities separately so the customer understands what would need arranging.

Enter payment stages and terms references that match your actual reviewed agreement. The example splits £2,700 into £900 and £1,800 solely to illustrate amounts adding up. It does not prescribe a deposit percentage, due date or right to payment for every project.

Provide an appropriate response route and identify the offer reference. If the customer raises a condition or asks for changed scope, clarify it before recording their decision. A response to the offer does not automatically confirm the work date or prove receipt of money.

Use the before-sending checklist

Before exporting, check how the document falls across pages in your editor. A price row split between pages or a heading separated from its exclusions can make the proposal harder to read. Keep the table headings visible and ensure the total is easy to locate. If you create a revision, save it with a distinct reference and date, then explain which offer is current in the accompanying message. Retain the earlier customer copy rather than overwriting it with a file that no longer matches what they received.

The document ends with checks for identity, address, scope, tax arithmetic, recipients and relevant terms. Read the exported customer copy as well as the editable source. Page breaks or a forgotten placeholder can survive even when the main draft seems complete.

Take one current enquiry and fill in the template using its actual scope. Use the example pages for structure, then remove them from the customer copy and review only your own proposal. The finished offer should identify the work and amount without asking the customer to reconstruct the earlier conversation.