Quote template · Word, Excel, PDF Free quote template (construction and services)
In short
A quote describes the work line by line (description, quantity, unit price), then the subtotal, GST, QST, total and the date until which the price holds. If you hold an RBQ licence, its number must appear on it, in the form “RBQ licence: XXXX-XXXX-XX”.
The generator below calculates the taxes, adds a deposit if you ask for one and includes the client's signature line. Print the quote, save it as a PDF, or download the Word or Excel template.
Prepare your quote
Fill in the fields: the preview updates as you type. Add as many lines as there are tasks. To start from scratch, clear the document: the expiry date is then set to 30 days, change it as you see fit.
Nothing is sent or saved: the quote is prepared in your browser and is erased when you close the page.
In the print window, choose “Save as PDF” to get a PDF.
Fictional example: replace it with your own information.
Toitures Exemple inc.
123 Exemple StreetVille-Exemple, Quebec A0A 0A0450-555-0188 · quotes@example.com
GST No. 000000000 RT0001QST No. 0000000000 TQ0001RBQ licence: 0000-0000-00
Quote
Prepared for
Gestion Exemple inc.
789 Imaginaire RoadVille-Exemple, Quebec A0A 0A0
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Tear-off and disposal of existing shingles (per 100 sq. ft. square) | 18 | $95.00 | $1,710.00 |
| Ice and water membrane and synthetic underlayment (per square) | 18 | $60.00 | $1,080.00 |
| Architectural asphalt shingles, supplied and installed (per square) | 18 | $245.00 | $4,410.00 |
| Flashing, vents and roof ventilation | 1 | $640.00 | $640.00 |
- Subtotal
- $7,840.00
- GST (5%)
- $392.00
- QST (9.975%)
- $782.04
- Total
- $9,014.04
- Deposit requested
- $2,253.51
- Balance
- $6,760.53
Payment terms
Balance payable when the work is completed.
Payment methods
Interac e-Transfer or cheque.
Notes
Work planned over two days, weather permitting. Any addition requested during the job will be quoted separately.
Download the quote template (Word and Excel)
Both files contain the fictional example of a roofing quote: replace it with your own work. In Excel, the GST, QST, total and deposit recalculate on their own.
In Word, totals don't recalculate: check them with the generator or in Excel.
What the quote must include
A clear quote answers the client's questions in advance: who does the work, what exactly, at what price, until when. What the template includes:
- Your business name and contact details, and your RBQ licence number if you hold one: the Building Act requires it on estimates and bids.
- The client's name and the job address.
- The work, line by line: description, quantity, unit price and amount.
- The subtotal, GST (5%), QST (9.975%) and total, each on its own line, if you are registered; otherwise, the total alone, with no tax.
- The date of the quote and the date until which it is valid.
- The terms: the deposit if there is one, the balance, the payment methods.
- A space for the client's acceptance and signature.
Language: under section 55 of the Charter of the French language, a contract of adhesion and a contract containing standard clauses, and the documents related to them, must be drawn up in French. Another language is possible only if that is the express wish of the parties; for a contract of adhesion, after the French version has been given to the client. The OQLF lists contracts among the commercial documents that must be given to customers in French. The generator produces the quote in French or in English: choose the document language.
With an individual, Quebec's Consumer Protection Act adds its own rules, which this template does not cover. Quote sent as a PDF and signed remotely: no payment before the work, except by credit card (s. 54.3). Roofing, doors, windows, insulation or siding signed at the client's home: an itinerant merchant licence from the Office, the particulars of section 58 with the cancellation form attached, and no deposit before the 10-day cancellation period ends (ss. 58 to 60; regulation, s. 7). If any of these particulars is missing, the client can cancel for one year (s. 59).
What the invoice that follows must show, by amount: the guide to required invoice information.
How long is a quote valid?
You decide, and you write it on the quote: an exact “Valid until…” date beats a duration that everyone counts their own way.
The generator suggests 30 days when you clear the document. It's a starting point, not a rule: if your material prices move fast, shorten it; for work planned far ahead, write what you can hold.
Sample lines by type of work
Descriptions to get started, without prices: every business sets its own.
Roofing
- Tear-off and disposal of the existing roofing
- Ice and water membrane and underlayment
- Asphalt shingles, supplied and installed
- Flashing, vents and ventilation
Plumbing
- Water heater, supplied and installed
- Relocating a sink drain
- Labour: plumber, hourly
- Parts and fittings
Electrical
- Adding a dedicated circuit
- Electrical panel replacement
- Recessed lights, supplied and installed
- Labour: electrician, hourly
Painting
- Surface preparation: patching and sanding
- Primer and two finish coats, walls
- Ceilings, one coat
- Paint and supplies
Cleaning
- Weekly office cleaning
- Interior window washing
- Post-construction cleaning
- Products and supplies
Filled-in quote example
A fictional quote from Toitures Exemple inc. for a shingle roof replacement, with a 25% deposit, calculated by the generator.
| Description | Quantity | Unit price | Amount |
|---|---|---|---|
| Tear-off and disposal of existing shingles (per 100 sq. ft. square) | 18 | $95.00 | $1,710.00 |
| Ice and water membrane and synthetic underlayment (per square) | 18 | $60.00 | $1,080.00 |
| Architectural asphalt shingles, supplied and installed (per square) | 18 | $245.00 | $4,410.00 |
| Flashing, vents and roof ventilation | 1 | $640.00 | $640.00 |
| Subtotal | $7,840.00 | ||
| GST (5%) | $392.00 | ||
| QST (9.975%) | $782.04 | ||
| Total | $9,014.04 | ||
| Deposit requested | $2,253.51 |
Fictional example: the business, client, tax numbers, licence, addresses and prices are made up.
Other free templates
Official sources
- Displaying your licence (opens in a new tab)Régie du bâtiment du Québec: the licence on bids
- Calculating the Taxes (opens in a new tab)Revenu Québec: 5% GST, 9.975% QST, rounding to the cent
- Knowing the Terms of Payment (opens in a new tab)Office de la protection du consommateur: deposits, 10-day period, remote contracts
- Charter of the French language, section 55 (opens in a new tab)LégisQuébec: contracts of adhesion and contracts with standard clauses
- Office québécois de la langue française, "Langue du commerce et des affaires" (in French) (opens in a new tab)OQLF: commercial documents given in French
This is general information, not tax or legal advice. Check with your accountant.
Frequently asked questions
Describe the work line by line, with a quantity and a unit price for each. Add the subtotal, GST and QST, then the total. Show the date of the quote, the date until which it is valid, the deposit if there is one and the payment terms. End with a space for the client's signature. The generator on this page does all of that and calculates the amounts.
For a contractor who holds a licence, yes: the RBQ asks for it on estimates, bids, contracts, account statements and invoices, in the form “RBQ licence: XXXX-XXXX-XX”. Members of the Corporation des maîtres électriciens du Québec and of the Corporation des maîtres mécaniciens en tuyauterie du Québec are exempt, according to the RBQ. Contractors domiciled outside Quebec are also exempt.
If you are registered, showing the subtotal, GST, QST and total avoids surprises: the client knows exactly what they will pay. Both taxes are calculated on the price before tax: 5% for the GST, 9.975% for the QST. In the fictional example, a subtotal of $7,840.00 gives a total of $9,014.04. If you are an unregistered small supplier, choose “Unregistered small supplier: no tax” in the generator: the quote shows no tax.
The quote proposes a price before the work, with an expiry date, and the client accepts it by signing. The invoice asks for payment for work done. Once the quote is accepted, its lines become the invoice lines.
With this template, you print the quote or send the PDF, and the client signs on the line provided. In ORYX Console, clients sign the quote online, from their phone, and sent quotes get automatic follow-ups at 2, 7 and 14 days.
ORYX Console
In ORYX Console, clients sign the quote online.
The management software from ORYX Gestion Inc., built in Quebec for service businesses:
- Line-by-line quotes, with GST and QST calculated
- Clients sign the quote online, from their phone
- Automatic follow-ups on sent quotes, at 2, 7 and 14 days
- RBQ, GST and QST numbers printed on your quotes and invoices