Are you a contractor looking for a faster way to create construction quotes? Or perhaps you’re about to write your very first project proposal. The solution is using construction quote templates.
A quote provides the cost estimate for a construction project. It should also include all the details about the project so that contractors, subcontractors, and the client know what to expect.
Here are seven free templates that you can use for your next construction quote, project proposal, or service contract.
Sample Construction Templates
- Architectural Proposal
- Change Order Form
- Construction Equipment Lease Proposal
- Construction Lump-Sum Contract
- HVAC Service Contract
- Residential Construction Proposal
- Roofing Proposal
Why Do You Need a Construction Quote Template?
A construction quote template is useful, whether you’re giving estimates for minor home renovations or large commercial projects. It can be customized to fit the specific needs of the project and the company providing the quote.
Using a template can save you time and money by:
- ensuring that you present complete and accurate information
- eliminating errors caused by manual encoding
- improving communication between contractors and clients
When combined with online signatures, using quote templates can help you have faster sign-offs and approvals.
Construction Quote Checklist
When creating a quote, certain elements should be included to protect you and your client.
- names of the parties involved in the project
- description of the work to be performed
- start and end date of the project
- timeline for the completion of the project
- breakdown of material cost
- the total cost of the project
- payment schedule
- signatures of both parties
The contract should also outline any terms and conditions that apply to the project. For example, you may want to include a clause that allows you to terminate the contract if the client fails to pay on time. You may also mention relevant information about the contractor’s experience and qualifications.
7 Useful Construction Templates You Can Use
1. Architectural Proposal
An architectural proposal is a document that contains a description of the architectural services that one party intends to provide another. It aims to build trust and win a contract.
An effective architectural proposal must be concise and professional to make the right impression on potential clients. It should also be tailored to the specific project at hand, highlighting past successes with similar projects and the cost estimates for the services offered.
It includes the following:
- promotional information
- a description of the architectural services to be provided
- the price for architectural services
- breakdown of the costs
- terms and conditions
2. Change Order Form
A change order form is used to request alterations to the scope of work or contract terms. The modifications could include revising the terms and conditions, budget, and completion date of an ongoing project.
The form should include the following:
- a description of the change
- the reason for making the adjustment
- an estimate of the cost
- proposed start and end date
- signatures of both parties
3. Construction Equipment Lease Proposal
A construction equipment lease proposal is a document that companies use to list their rates for renting out pieces of machinery to their clients.
The proposal should include the following:
- company profile
- fee summary
- references
- summary of why leasing equipment would be beneficial
- list of the equipment available for lease
There are several advantages to leasing construction equipment, including:
- the ability to obtain the latest and best models
- flexibility in terms of the length of the lease
- avoidance of high up-front costs
This type of proposal is typically used when the client does not have the necessary equipment to complete a project. It will also help ensure that the equipment supplier adheres to safety regulations.
4. Construction Lump-Sum Contract
A construction lump-sum contract is where the contractor agrees to provide all labor, materials, and equipment necessary for the completion of the project in exchange for a set price.
This type of contract is often used for commercial projects, as it provides a certain degree of certainty for both the contractor and the client. The agreement should be clear about the inclusions and any extras that may be charged.
It should include the following:
- description of the work
- contract price and payment method
- timeline for the completion of the project
- terms and conditions
5. HVAC Service Contract
An HVAC service contract is an agreement outlining the terms and conditions related to the maintenance and repair of heating, ventilation, and air conditioning systems.
The service contract includes the following:
- a description of the services
- frequency of service
- length of the contract
- price of the services
- signatures of both parties
- HVAC service contracts typically cover the following:
- preventive maintenance
- labor (but not parts)
- cost of repairs
- repair services
A service contract helps ensure that your system gets regular maintenance according to manufacturer recommendations. Office buildings or retail stores usually use the services of an HVAC company.
6. Residential Construction Proposal
A residential construction proposal is used by contractors to obtain jobs and to bid on requests for proposals. The proposal’s structure is the same, regardless of whether the contractor is bidding on a project, quoting a plumbing service, or describing painting services to a commercial client.
It should include the following:
- overview of the construction company, including qualifications and past projects
- technical proposal describing the scope of work, schedule, and deliverables
- cost proposal with a breakdown of materials, labor, and overhead costs
7. Roofing Proposal
A roofing proposal outlines the terms and conditions related to the installation, repair, or replacement of a roof. It typically includes the following:
- a description of the project
- the roofing company’s qualifications and experience
- a breakdown of the costs, including the roofing materials
- a timeline for the completion of the project
- any terms and conditions that apply, such as guarantee and cancellation
Quote, Proposal, and Contract: What’s the Difference?
The words “estimate,” “quote,” “proposal,” and “contract” are often used interchangeably in the construction industry. However, there is a difference between these documents.
Estimate vs Quote
An estimate is a rough calculation of the expected cost of a project. While it is often confused with “quote,” a quote is a more detailed estimate that includes:
- the price of materials
- exclusions and inclusions
- delivery schedule
- labor costs
Proposal vs Contract
When clients request a proposal, they want to know how you will address their issue. They are interested in the feasibility of your solution and the estimated cost of making it happen. Thus, a proposal is part of a competitive process to get more business from a potential customer.
In contrast, a contract is when both parties agree to the work that needs to be completed.
So when should you provide a construction quote? A quote may come after a proposal or during the contract negotiation process. A well-written quote can be what you need to win that contract. That’s why it’s essential to use a construction quote template designed by professionals.
Get Your Online Construction Quote Template from Fill
At Fill, we offer free online templates for contractors and subcontractors agreement. Our templates are easy to use and come with a variety of features, such as:
- 256-bit encryption
- customizable fields
- valid electronic signatures
- shareable links
- compatibility with most operating systems
Start now by choosing a suitable construction quote template for your needs.
