Metal roof quote template
Download our free quote template and input your details.
Do you need to provide your customer with a rapid quote? Save time by using our free quote template (available in both Word and Excel formats). You can also follow our tips for sending a quote that complies with the industry regulations.
Summary
Free Metal Roof Quote Template
You can access a free Word or Excel quote template down below:
For those looking for a PDF quote template, you can download our Word doc quote template above and save the file as a PDF using the print function.
How to complete the quote template?
This quote template can be adapted to meet the needs of your metal roof business. To do so, download the quote template in the format that suits and insert the key elements including your name, company name, customers name and current date. Quotes must be numbered one after each other with a unique number.
After this, you can designate the services/products sold as well as the quantity and unit price. The total excluding tax should represent the quantity x the unit price excluding tax (this total is calculated automatically in the Excel quote template but not in the Word template). Then ensure check that the total of the estimate represents the sum of the products or services.
Once completed, all you have to do is print it and send it to your client.
Sample quote
The following is an example of a completed quotation for a fictional company that needs to send a quote to a fictional client.
What details should be included on a metal roof quote?
Any specific costing for work that will be conducted in future is referred to as an estimate. As a result, it is fixed, and after it has been acknowledged by the client, it should not be modified in any way unless the client changes the quantity or kind of work that is necessary, or should you find anything that is beyond the range of what was settled upon.
The following items have to be included in an estimate provided by a metal roof contractor:
- The information about the consumer
- Job description
- Exhaustive cost-breakdown information
- Services that are covered and those that are not
- Additional items to be included
- A comprehensive account of the steps used to accomplish the breakdown.
- Conditions and terms of use
- Date when the price will be calculated and shown in the quotation
- Provision for signatures and a stamp of approval
Is a quotation enforceable under the law?
An estimate does not constitute a legally enforceable contract. The law of contracts states that only offers are deemed to be legally binding, therefore a quotation is not the same thing as an offer. However, under some circumstances, accepting a quotation might result in the formation of a legally enforceable agreement. For an agreement to be legally binding, it is essential that both parties be willing to make concessions.
In order to transform a quotation into a contract, the following steps need to be taken:
- 1. The quotation is presented to the customer by the supplier.
- 2. The customer agrees to the terms of the quotation and places an order.
- 3. The provider agrees to fulfill the request.
For instance, a florist may send a customer a written quotation by email, suggesting that the client pay $2,000 for one day of flower labor. The customer responds to the quotation inquiry with an email stating that they accept it and are ready to go forward with the transaction.
The florist sends another email to the customer thanking them for their business and confirming that they would deliver the job on a specified day for the price of $2,000. A binding contract that may now be enforced legally has been formed.
Quote template alternatives
Utilizing a quotation template is an efficient and straightforward way to get your work done. However, since the data and client information are entered manually, mistakes are possible, and the danger of making an error with either your customers’ details or your own company’s is clear.
We strongly suggest that you use the appropriate software instead so that you can generate quotations that are consistent, dependable, and seem professional.
You’ll be able to generate trustworthy quotes for a few dollars to scores of dollars every month, and you’ll also have access to a wide variety of other tools that can help you save time, such as the following:
- Customer management
- Personalized estimates and bills are provided.
- Suppliers management
- Statement of the bank’s reconciliation
- Tax calculation
- Document storage
- The publication of invoices using an automatic numbering system
- The computerization of formerly manual administrative processes (Tax)
- Continuity in regard to your payments via banking
- Online bill payment
FAQs
How binding are metal roof price quotes?
A single metal roof estimate does not constitute legal enforceable agreement. However, there are circumstances in which accepting a quotation becomes a legally enforceable deal. For a deal to be legally binding, all parties must make certain concessions.
When a metal roof price quotation is sent, what happens next?
Your metal roof estimate has been delivered, and now you wait for a response from the client. Customers sign quotes after they either accept them as-is or request and approve revisions to them. After selecting an appropriate invoice template, your company can quickly submit an invoice to the customer in order to collect payment.
What should a quote for metal roof work contain?
A quote for metal roof work should have information about the customer, a description of the job, a detailed cost breakdown, a list of services that are included and those that aren’t, a list of resources that can be added, T’s & C’s, the date of the quote, and a place for the customer to sign.