Trade Quote & Price Book

Name: Trade Quote & Price Book
Brand: The Builder's Ledger
SKU: QTE-17
Price: 59.00 CAD
Availability: InStock

CA$59

Prices in Canadian dollars. Any tax that applies is shown at checkout.

A price book and quote workbook in Excel, with a two-page Word quote you can fill in by hand or type.

Build a price book of up to 150 items from material cost and labour hours, then make a quote by picking codes and quantities. The Quote sheet prints one quote under your name with options listed outside the total; the Quote Log tracks status, days open and the win rate.

The Word template gives you a two-page quote, with a scope notes page, for sites without a laptop or for a client who wants a typed quote. A quote is not a contract: use your own terms of business.

Workbook Price book, quote builder, quote and quote log, example and blank
Word quote 2 pages: quote and scope notes
Start Here 4-page PDF guide
Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

Trade quote and price book, Excel (.xlsx), six sheets, in two versions. Price book of up to 150 items (code, unit, material, labour hours, markup and price). Quote Builder of up to 400 lines across all quotes. One Quote sheet of up to 22 lines and 5 options. Quote Log of up to 60 quotes with status, days open and win rate. Start Here and Settings sit in front.

Word quote template, 2 pages. A quote with lines, tax and total, plus a scope notes page for included, not included, allowances and before you start.

Start Here guide, 4-page PDF. What is included and how to build a price book and make a quote with the workbook.

Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
Word (.docx): the editable two-page quote template, in Georgia and Arial.
PDF, letter size: the Start Here guide (4 pages).
Fonts: the PDF uses Cormorant Garamond and Inter, both free open-licence fonts built into the file. The workbook and the Word quote use Georgia and Arial.
Not included: PowerPoint or Canva files, and page-preview images.
Delivery: one ZIP file (about 0.24 MB) holding all four files, on the order page right after checkout and by email.

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.

If the pack isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.

Is a quote a contract?

No. Use your own terms of business, and ask your own lawyer about contracts.

How is a price worked out?

Material plus labour hours × your labour rate, then markup, rounded to the cent. Leave the markup blank on a line to use the default on Settings.

Can I override a price for one quote?

Yes. Enter a price for this quote on the Quote Builder; it replaces the book price on that line only.

The labour rate, markup and tax settings in this workbook are editable sample settings that you change on the Settings sheet. Whether tax applies to a quote, and at what rate, depends on where you work and on your contracts, so confirm it with your own accountant before you rely on it. Not legal, tax or accounting advice.

Trade Quote & Price Book

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