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Free quotation template for South African trades

A clean, professional quote (quotation) template built for SA plumbers, electricians, builders, painters and handymen — VAT-ready and free. Download it in Word or Excel, or print to PDF below — or skip the admin entirely and let Zakr build a branded quote and send it on WhatsApp in 60 seconds.

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Download the free template

Pick your format — fill it in on your phone or laptop, or print it. No sign-up, no email needed.

📝 WordEditable .docx📊 ExcelAuto-adds up totals

What every professional quote needs

  • ✓Your business details. Name, phone, address, and VAT number if you're registered.
  • ✓Customer details. Who the quote is for — name and contact.
  • ✓A quote number & date. So you and the customer can reference it later.
  • ✓Itemised line items. Each item or task, quantity, and price — no vague lump sums.
  • ✓Subtotal, VAT & total. Show VAT (15%) separately if you're registered; state clearly if you're not.
  • ✓How long it's valid. "Valid for 14 days" protects you against rising material costs.
  • ✓Banking / payment details. So an approved job can be paid without a second email.

[Your Business Name]

[Phone] · [Email] · [Address]

[VAT number, if registered]

QUOTE

No: QUO-______

Date: __ / __ / ____

Quote for:

[Customer name] · [Phone] · [Address]

DescriptionQtyUnit priceTotal
   R
   R
   R
   R
SubtotalR ________
VAT (15%)R ________
TotalR ________

Quote valid for 14 days from the date above.

Banking details

Bank: __________ · Account: __________ · Branch: __________

Accepted by: ____________________ (signature & date)

Tired of filling this in by hand?

Zakr saves your business details once, then builds a branded, VAT-ready quote and sends it straight to your customer's WhatsApp — they can approve, sign and pay a deposit from their phone. Free to start, no card needed.

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Common questions

›Do I have to charge VAT on my quote?

Only if you're registered for VAT with SARS. If you are, show VAT (15%) as a separate line and include your VAT number. If you're not registered, don't add VAT — and it's good practice to note that you're not VAT registered.

›How long should a quote be valid?

14 days is standard for most trades — long enough for the customer to decide, short enough to protect you if material prices change. State the validity period clearly on the quote.

›What's the difference between a quote and an invoice?

A quote is an offer of a price before the work — the customer approves it. An invoice is the request for payment after (or as) the work is done. The template below is for quotes; the same structure works for invoices with a due date instead of a validity period.

›Can I download the template in Word or Excel?

Yes — both are free above, no sign-up needed. The Word (.docx) version is best for editing and printing; the Excel (.xlsx) version automatically adds up your line items, VAT and total as you type. You can also print either straight to PDF.

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