Anchor it to information
Name the drawings, specification and scope version used to prepare the quotation.
Copy-and-use quote structure
Use this outline as a practical starting point. It is not a substitute for a suitable contract, tax advice or professional advice on your project.
Use the templateName the drawings, specification and scope version used to prepare the quotation.
Identify provisional or client-selected items rather than presenting them as settled facts.
Give a clear validity date, programme assumption, payment route and acceptance step.
Template
Quote reference: [insert] · Date: [insert] · Valid until: [insert]
| Heading | What to record |
|---|---|
| Client and site | Client name, site address and contact details. |
| Basis of quotation | Scope, drawings, specification, surveys and issue dates used. |
| Included work | Summarise the work by trade, phase or work package. |
| Allowances | List each allowance, its basis and how adjustment will be agreed. |
| Exclusions | State items not included, client-supplied items and third-party fees. |
| Programme | Indicative start, duration and dependencies such as approvals or selections. |
| Terms and acceptance | Payment stages, tax treatment, change control, signature and date. |
Yes, provided the document is made specific to the drawings, specification, site constraints and scope being priced.
Describe a written change-control process and record the impact on scope, timing and price before the work is carried out.
Not necessarily. Label the document accurately and state what is fixed, provisional or subject to later information.
Use your address and initial idea to make the scope more concrete before you ask for or prepare a quote.
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