Quotation templates
What to include in an electrical quotation template
An electrical quotation template gives you a consistent place to record the job, the work included and how you arrived at the price. Start with those fields, then adapt the scope and terms for each customer.
The outline below includes a fictional office example and a checklist you can copy into your own template.
1. Identify the job and the quotation version
Put the customer, job reference, site, quote number and issue date at the top. Add your company name and a contact the customer can use for questions. If you price from drawings, name the sheets and revisions you used. A customer should be able to tell which quote they are accepting without referring to a separate message.
Keep a clean template. Duplicate it for each job and clear any copied details, especially old addresses, drawing references and conditions. Give a revised quote a new version label so it is easy to distinguish from the previous issue.
2. Separate the work description from the price
Describe each item in terms the customer can check. Say where it applies and whether the line covers supply, installation or both. Use a unit that fits the scope, such as per fitting, per point or a single job item. If you use “point”, say what it includes for that job.
Use the floor-plan-to-electrical-quotation guide to review the drawing, check quantities and identify missing scope before filling the price columns.
| Work item | Quantity and unit | Rate and amount |
|---|---|---|
| Install client-supplied light fittings in the meeting room | 4 fittings | Your rate × 4 |
| Supply and install agreed switch plates in the meeting room | 2 plates | Your rate × 2 |
| Work outside the meeting room | Excluded | Leave out of the total |
| Quoted subtotal | Sum the included lines | Enter the calculated amount |
The example is a layout, not a specification for a real installation. Confirm the fittings, associated materials and agreed scope before using any line on a job.
3. Show what the total covers
Place the subtotal, any applicable adjustments and the final quoted amount together. Make the currency clear. Use the same labels in the price table and the summary so the customer can trace how the total was calculated.
Give assumptions and exclusions their own space next to the price. For example, if the customer provides the fittings, say so on the relevant line. If you need to inspect an existing cable route before pricing it, identify that open item and tell the customer how it will be handled before the work proceeds. A blank cell leaves the scope unclear.
4. State dates, terms and the next step
Record the agreed payment stages and the quote validity date. If the start or completion depends on access, materials or customer decisions, state the relevant dependency. Give the customer a clear next step, such as replying with the quote number and version to confirm the scope they want to proceed with.
Review the wording for the job before sending. A template can prompt you to ask the right questions, but it cannot establish the agreed scope on its own.
5. Copy this template outline
- Quote header: company, customer, job or site, quote number, version and issue date.
- Source references: drawing numbers, revisions and agreed notes.
- Scope and pricing: work description, location, quantity, unit, rate and line amount.
- Price summary: included subtotal, relevant adjustments, currency and total.
- Scope boundaries: supply responsibilities, assumptions, exclusions and open items.
- Dates and terms: validity, payment stages, timing dependencies and how to proceed.
If you prepare the quote in Quotractor, check any AI-assisted counts against the drawing, confirm the job scope and apply your own prices. Then use the final electrical quotation checklist to review the actual export before you send it.