Construction Quote Template: Free PDF, Excel and CSV
A clear price helps clients decide. Use this construction quote template to list the work, total and payment terms. Choose Excel for automatic totals, PDF for a fillable record, or CSV for plain data.
By SimplyWise · Updated November 11, 2026 · 5 min read
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At a glance
Price and terms, ready to review.
- Name the client and job.
- List quantities, units and prices.
- Show the total and what it covers.
- Set an expiry date and payment terms.
Need a cover letter and a fuller work plan? Use the proposal template linked below.
What goes on a construction quote?
Keep the price easy to check. This construction quote template holds job details, priced items and terms. It leaves out the sales pitch and project plan.
Job details
Match the quote to the client, address and quote number.
Price basis
Say whether the price is fixed or an estimate.
Line items
Show each quantity, unit and unit price.
Total
Add line amounts, then enter tax and fees.
Terms
State when payment is due and how to pay.
Expiry
Choose the date through which you can honor the price.
Start your draft with SimplyWise Cost Estimator. Check each quantity and price before you send it.
What is the difference between a quote and a proposal?
Use a quote when the client needs your price and terms for defined work. Use a proposal when you also need to explain your approach.
| Document | Use it for |
|---|---|
| Quote | Priced items, total, expiry and payment terms. |
| Proposal | A cover letter, fuller scope narrative and project plan. |
Our construction proposal template covers the fuller document. Keep this quote as its price attachment when useful.
How to fill out the quote
Define the priced work
Name the work and list exclusions. Note owner supplied items and any access limits that affect your price.
Check each line amount
Multiply quantity by unit price. Round each amount to cents. Add those amounts to get the subtotal.
Set the terms and expiry
Enter tax and fees as an amount. State payment timing, payment method and the date your price expires.
Review the version you send
Check the total against your cost sheet. Save the dated quote and the client’s reply together.
For the pricing work behind each line, see how to bid a construction job. Keep your cost build in your job budget records.
Fixed price or estimate: say which you mean
The construction quote template includes a Price basis field. Use it to make your offer clear. Do not label a rough allowance as a firm price.
For a fixed price
Suggested wording: “Fixed price for the listed work and stated exclusions, valid through the date shown.” Check measurements and supplier costs before you use that wording.
For an estimate
Suggested wording: “Estimated price based on the listed quantities and assumptions. Confirm final scope and price before work starts.” Name any unknown work in the exclusions field.
If the client changes the work
Keep the accepted quote intact. Describe the added or removed work and its price in a separate written record. Get approval before you perform that work. Use the construction change order guide to plan that record. The change order template keeps the revision separate.
What does the construction quote template include?
All formats carry these exact fields, in this order:
- Quote number
- Issue date
- Valid through
- Contractor name and contact
- Client name and contact
- Project address
- Price basis
- Included work and exclusions
- Item 1 description
- Item 1 quantity
- Item 1 unit
- Item 1 unit price
- Item 1 amount
- Item 2 description
- Item 2 quantity
- Item 2 unit
- Item 2 unit price
- Item 2 amount
- Subtotal
- Tax and fees
- Quoted total
- Payment terms
- Payment method
- Acceptance name
- Acceptance date
Choose the format
The PDF is a blank fillable form. Excel has a Quote sheet with two item slots and automatic totals. CSV has the same headers and a blank row. It carries no formulas. The PDF does not calculate.
Excel keeps totals blank until required inputs are complete. Enter zero for tax and fees when none apply. Use a separate copy for each quote. For a longer item list, attach an itemized price sheet and check the combined total.
Before you send it
Replace every blank needed for this job. Check the client’s name, expiry date and exclusions. The acceptance fields record a name and date; they do not collect a digital signature. See quotes with client signatures for that workflow. Prepare your next quote with SimplyWise Cost Estimator.
The free files and SimplyWise Cost Estimator
Fill in your own prices
Use the free construction quote template for price and terms. You supply the quantities, rates and job details. Keep the accepted version with your records.
Start from a job photo
SimplyWise Cost Estimator turns a photo into an itemized estimate in about 6 seconds.
Send a professional, branded quote the client signs to approve.
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Questions before you send the quote
How long should my construction quote stay valid?
Choose an expiry date that matches your supplier prices and work schedule. Write that date on the quote. Recheck costs before you renew an expired price.
What should I leave out of a short quote?
Leave the cover letter and detailed project plan for a proposal. Keep the priced work, exclusions, total, expiry and payment terms on the quote.
Can I change the price after the client accepts?
Keep the accepted quote unchanged in your records. For a scope revision, write down the added or removed work and its price. Get approval before doing the revised work.
Does the construction quote template calculate tax?
No. Enter the tax and fees amount you have checked for the job. Excel adds that amount to the subtotal. The PDF and CSV require manual calculations.
Keep reading
Product sources checked November 11, 2026
- SimplyWise pricing: subscription options. Product wording follows the verified SimplyWise facts.
Template and photo sources
- Field lists and formulas checked against the PDF, Excel and CSV files on November 11, 2026.
- Photo licence checked on Wikimedia Commons on November 11, 2026; credit appears with the image.
Send a price your client can check
Review each line, set the terms, then send your quote. SimplyWise Cost Estimator is free to try.