Quote Template Library

Start from a Real Job Structure โ€” Not a Blank Page

Every template here is a complete starting structure for a specific job type โ€” phase breakdown, cost categories, conversion content, and a linked playbook. Apply it in one click, update the job-specific values, and send.

What Every Template Includes
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Phase Structure

A pre-built phase breakdown matching how this job type actually runs โ€” groundworks, build, finish, etc.

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Cost Quick Actions

Pre-configured labour, material, and expense inputs for the most common lines in this type of job.

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Conversion Content

Process overview, credentials section, guarantee, and FAQ blocks relevant to this job type โ€” pre-drafted and editable.

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Linked Playbook

Every template is backed by a playbook โ€” apply it once and the whole structure loads into a live quote instantly.

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Trades & Contractors

Industry overview โ†’
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Domestic Extension

A four-phase structure covering groundworks, structure and roof, first and second fix, and finishing โ€” with cost inputs for multi-trade labour, materials, subcontractors, and scaffold hire.

Phase 1 โ€” Demolition & Groundworks
Phase 2 โ€” Structure & Roof
Phase 3 โ€” First Fix M&E
Phase 4 โ€” Second Fix & Finishing
Labour ร—4 ratesMaterials librarySubcontractorsScaffold hireConversion content5% contingency
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Bathroom or Kitchen Refit

A three-phase template for full bathroom or kitchen refits โ€” strip out, first fix trades, and second fix and tiling. Covers plumbing, electrical, and tiling across trades with subcontractor lines.

Phase 1 โ€” Strip Out & Preparation
Phase 2 โ€” First Fix Plumbing & M&E
Phase 3 โ€” Second Fix, Tiling & Finishing
Labour multi-tradeSubcontractorsFixtures & materialsSkip hireConversion content
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Commercial Fit-Out

A five-phase template for office and commercial fit-out projects โ€” from demolition through to second fix M&E, partitions, joinery, and final snagging. Suitable for multi-trade, multi-month projects.

Phase 1 โ€” Strip Out & Demolition
Phase 2 โ€” Structural & Building Works
Phase 3 โ€” First Fix M&E
Phase 4 โ€” Partitions, Joinery & Second Fix
Phase 5 โ€” Finishing & Snagging
Multi-trade labourSubcontractorsMaterialsPlant hireConversion content
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Electrical & Compliance

Electricians guide โ†’
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Domestic Full Rewire

A two-phase rewire template for residential properties โ€” first fix and second fix โ€” covering qualified electrician and apprentice labour, materials by circuit type, and Part P certification as a costed expense line.

Phase 1 โ€” First Fix Wiring
Phase 2 โ€” Second Fix, CU & Certification
Qualified + apprentice ratesCable & CU materialsPart P & NICEIC feesMixed-tax supportConversion content
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EV Charger Installation

A single-phase template for domestic or commercial EV charger installs โ€” covering surveyor visit, charger supply, cabling, and commissioning. Includes zero-rate tax handling for qualifying charger units under current schemes.

Phase 1 โ€” Survey, Supply, Install & Commission
Labour โ€” qualifiedCharger unit (zero-rated)Cabling & fixingsOZEV grant noteMixed-tax breakdown
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Commercial M&E First Fix

A single-phase template for commercial electrical first fix โ€” data cabling, power distribution, emergency lighting prep, and HVAC electrical feeds. Suitable for fit-out subcontracts and direct commercial appointments.

Phase 1 โ€” Commercial First Fix M&E
Labour โ€” commercial rateCable & containmentData & commsTesting & certsConversion content
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Landscaping & Outdoor

Industry overview โ†’
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Garden Design & Build

A three-phase template covering clearance and groundworks, hardscape and structure, and planting and finishing. Pre-loaded with material quick actions for paving, topsoil, plants, and turf โ€” plus plant hire and skip costs.

Phase 1 โ€” Clearance & Groundworks
Phase 2 โ€” Hardscape & Structure
Phase 3 โ€” Planting & Finishing
Multi-operative labourMaterials libraryPlant hireSkip hire5% contingencyPlanting guarantee
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Patio, Decking & Driveway

A two-phase template for hardscape-only projects โ€” preparation and base, and surface laying and edging. Pre-loaded with aggregate, paving, and fixings costs, compactor hire, and a skip waste line.

Phase 1 โ€” Excavation, Base & Drainage
Phase 2 โ€” Surface Laying & Edging
Labour ร— 2 ratesAggregates & MOTPaving & edgingCompactor hireWaste disposal
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Tree Surgery & Clearance

A single-phase template for tree surgery and site clearance work โ€” covering climber and groundworker labour, specialist equipment, and green waste disposal. Includes a public liability and qualifications conversion content block.

Phase 1 โ€” Survey, Surgery & Clearance
Climber + groundworker ratesChipper hireGreen waste disposalNPTC credentials blockConversion content
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Haulage & Logistics

Industry overview โ†’
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Single-Vehicle Road Haulage Run

A one-phase template for a single-vehicle transport job โ€” covering driver labour, mileage, fuel allowance, and waiting time. Pre-configured for standard curtain-side or flatbed operations.

Phase 1 โ€” Collection, Transit & Delivery
Driver labour (day rate)Mileage costFuel allowanceWaiting time rateConversion content
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Contract Logistics Package

A multi-phase template for recurring contract logistics โ€” covering fleet vehicle costs, driver team, depot overhead allocation, and a monthly service rate. Suitable for ongoing distribution contracts and 3PL agreements.

Phase 1 โ€” Fleet & Driver Allocation
Phase 2 โ€” Ongoing Monthly Service
Vehicle operating costsDriver team (weekly)Depot & overheadFuel index allowanceConversion content
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Plant & Machinery Transport

A single-phase template for specialist plant and machinery transport โ€” covering low-loader hire, accompaniment vehicles, police escort allowance, and STGO movement costs.

Phase 1 โ€” Collection, Movement & Delivery
Low-loader rateSTGO costsPilot vehiclePermit & survey feesDriver labour
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Web & Digital Agencies

Industry overview โ†’
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Website Design & Build

A five-phase template covering discovery, UX and design, development, content and testing, and launch โ€” pre-loaded with role-based day rates for designer, developer, project manager, and QA, plus platform and tooling costs.

Phase 1 โ€” Discovery & Strategy
Phase 2 โ€” UX & Visual Design
Phase 3 โ€” Development
Phase 4 โ€” Content, QA & Testing
Phase 5 โ€” Launch & Handover
4 role-based ratesPlatform & toolingSubcontractorsPost-launch supportConversion content
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E-Commerce Build

A four-phase template for e-commerce projects โ€” platform configuration, design, product catalogue and integration work, and pre-launch QA. Pre-loaded with developer, designer, and integration specialist rates.

Phase 1 โ€” Platform Setup & Architecture
Phase 2 โ€” Design & Theme Development
Phase 3 โ€” Products, Integrations & Payments
Phase 4 โ€” Testing, SEO & Launch
Developer rateDesigner ratePlatform costs3rd party integrationsConversion content
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Digital Marketing Retainer

A two-phase template for onboarding and ongoing digital marketing retainers โ€” covering strategy and setup in the first month, then a recurring monthly service phase with defined deliverables and rate structure.

Phase 1 โ€” Onboarding & Strategy (Month 1)
Phase 2 โ€” Ongoing Monthly Retainer
Strategist rateContent & copywriterPaid media managementReporting overheadConversion content
Your Own Templates

Don't See Your Job Type? Build Your Own.

Every template here can be customised to match your exact rate structure, cost categories, and conversion content. Save any configured quote as a custom playbook โ€” and it becomes your own reusable template, importable and shareable.

Learn About Custom Playbooks

From Template to Sent Quote in Minutes

Templates aren't static documents โ€” they load a live, editable workflow into PricedQuote. Every value is yours to change; the structure is already in place.

1

Choose a Template

Browse above and click "Use This Template" on the job type that matches your enquiry.

2

Apply the Playbook

Inside PricedQuote, apply the linked playbook โ€” phase structure, cost quick actions, and conversion content load instantly.

3

Update Job-Specific Values

Adjust quantities, rates, and scope to match this specific job. Every pre-loaded value is editable โ€” the template is the starting point.

4

Generate PDF and Send

Generate the branded client PDF and your internal record in one action. Set a follow-up date. Done.

Every Template Is Free to Use โ€” Start Now

Pick your job type, apply the template, update the job-specific values, and send a professional proposal. No setup required.

No credit card required  ยท  All templates available on free plan  ยท  Custom templates on Plus and Pro

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