Quote templates — stop rebuilding every job from a blank page
You have quoted fifty ensuites. You still start from a empty document every time. Quote templates in Pro Quoter save your headings, line structure and typical rates — you adjust for the site, not reinvent the wheel. Built by a tradesman for trades who quote the same shapes of job week after week. Part of the Pro Quoter quote builder — enquiry, measure, quote, job and invoice in one thread.
Why blank quotes cost you evenings
Every forgotten line is margin. Every retyped paragraph is time. Templates do not mean rigid pricing — they mean you never forget tanking, disposal, or a minimum callout again.
Example: plumber sends a boiler swap quote without flushing, making good or isolation. Customer accepts; argument on install day. A template with your standard sections stops that.
- Same job type quoted differently every time
- Extras missing because you rushed the structure
- No shared template for lads who quote smaller jobs
- Word docs from years ago with old rates still in them
How templates work in the quote builder
- 1
Build once
Create a template from a real job — bathroom, rewire, extension first fix.
- 2
Save to your hub
Headings, typical lines and notes — rates come from your Price Book.
- 3
Start new quotes fast
Pick template on enquiry — tweak m², access and materials.
- 4
Send from quote builder
PDF or link — same professional output every time.
- 5
Improve over time
When you forget something once, add it to the template forever.
Templates trades actually use
Trade-shaped structures
Use bathroom, tile or builder templates — or build your own.
Price Book drives numbers
Template is scope; rates stay current in one place.
Faster yes from customers
Clear sections read professional — not a single vague lump sum.
Pairs with photos and measures
Template plus site survey on the same job record.
Template → tweak → send
FAQ
- Can I have different templates per job type?
- Yes — bathroom, kitchen, callout, day rate open-ended work. Pick the closest, adjust lines, send.
- Do templates lock my prices?
- No — they lock structure. Your Price Book and line edits control numbers per job.
- Can my employee use the same templates?
- Shared structure helps small teams quote consistently — less ‘that’s not how I would have written it’.