Free template

Free quote template for South African tradespeople

A clean, professional quote you can print, type into, or use in Excel with the totals and VAT worked out for you. Made for plumbers, electricians, builders and every other trade.

Free, no sign-up needed. Made for South African businesses, with 15% VAT.

Skip the template. Arclyft works out the totals and sends the quote or invoice to your client on WhatsApp as a PDF.

Try it free for 14 days

What to put on a quote

  • Your business name, contact details, and your VAT and company registration numbers if you have them.
  • The client's name, contact details and the address where the work will be done.
  • A quote number and date, so you can both refer to it later.
  • How long the quote is valid, for example 30 days, so old prices can't be held against you.
  • Each item on its own line: materials and labour separately, with quantity, unit price and amount.
  • The subtotal, VAT (only if you're VAT registered) and the total.
  • Your terms: the deposit you need, when the balance is due, and anything the quote doesn't include.
  • A place for the client to accept, so there's no argument about what was agreed.

Tips that win more jobs

  • Send it the same day. Clients often go with whoever quotes first.
  • Be specific. "Supply and install 150L geyser" builds more trust than "Geyser work".
  • Follow up after two or three days if you haven't heard back.
  • Keep it professional: a proper PDF beats a price typed into a chat.

Should I add VAT to my quote?

Only if you're registered for VAT. If you are, show the amount before VAT, the VAT at 15%, and the total. If you're not registered, leave VAT off and set the VAT rate in the Excel template to 0%.

How long should a quote be valid for?

Many trades use 14 to 30 days. Material prices change, so a validity date protects you from being held to an old price.

Is a signed quote a contract?

A quote the client has accepted is good evidence of what you agreed. For large jobs, consider a written agreement too, and get advice if you're unsure.

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