Free Contractor Quote Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Contractor Quote Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

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First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Free Contractor Quote Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Free Contractor Quote Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

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Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

What is a Contractor Quote Template?


Before a project can begin, a client will usually request a quote. Sometimes ‘quote’ is used interchangeably with ‘estimate’, ‘proposal’ and ‘bid’. However, each of these are slightly different. Quotes focus on the costs associated with a project and generally come with an expiry date. A contractor quote template ensures all details are included for the client. Along with the total cost for the project, quotes should also have:

  • An overview of the project with the quote number
  • A detailed breakdown of what is and isn’t included
  • A breakdown of labor and material costs to help your client understand the price
  • Terms and conditions that apply to the job
  • Contact details - phone numbers, email, and the physical address for your business
  • How long the quote is valid for

Contractors work across almost all industries. However, a construction quote is one of the more common types and quotes for a graphic designer, marketer or engineer take a similar format to a construction quote. Using a quote template makes sending quotes faster and easier. It also delivers the information potential customers have requested in an easy to understand way that helps them decide on the best person for their project.

Note: Customising a contractor quote template from Bonsai is easy! Simply sign up with Bonsai, download the template and get started with your free construction quote right away.

What to Include in the Contractor Quote


A construction quote outlines all the elements of a project and gives the set price for a job as long as it is agreed within the timeframe provided and the project specification doesn’t change. Detailed quotes take time to put together as they do more than provide a cost estimate, they also show you understand the project requirements through planing and pricing each of the elements.

General Information

The top section of your quote includes all of the standard record keeping details along with contact information so the client can get in touch to engage you for the work. Your company logo, colours, and branding should be evident throughout the document. General information includes:

  • A quote number
  • Your business name
  • Company address, phone number and email address

Construction Project Details

A large part of quotes is taken up with the project details. Construction projects sometimes have multiple elements for the hiring process and a quote may need to be followed by a bid or even a proposal that shows how your construction company will add further value to the project being planned. Similarly for other types of contractor business, there may need to be a little bit of negotiation on the first quote you submit. Noting the quote version is wise as it avoids confusion.

Whatever the process is for the construction companies pitching for the business, a quote still needs to provide a detailed description of the work, the site the construction will take place and the scope of the work you are quoting for. You’ll also need to make sure you note the following:

  • Quote date and expiry
  • Who the quote has been prepared for and by
  • Outline of the work
  • Location for the project
  • Scope of work - what your quote does and does not include

Job Quote

After going through the details of the work, it’s time to get to the point of the quote - the costs for construction. It is not enough to provide an estimated cost for any of the elements detailed in your quote. Make sure you are specific with unit prices so you can price the job precisely - a quote goes beyond a construction estimate and gives the exact cost of completing the project.

Begin with the total cost and then break this down into line items that clearly show:

  • Labor cost
  • Plant hire costs
  • Material costs
  • Construction project management fees
  • Sub contractor charges
  • Supervision and consultancy costs

Complex projects may require the addition of line items for a more detailed breakdown of costs. For example, labor costs may need to be detailed by trade or subcontractor or material types may need to be given.

Terms and Conditions for the Quote

Construction quotes can often form all or part of the contact for work. Therefore, it’s advisable to include relevant terms and conditions for completing the project. It’s unlikely that your terms and conditions will change with each new project, so these can become a standard element for your quote template. It is advisable to review these periodically to ensure they remain in keeping with the types projects you frequently bid for.

Terms and conditions may include payment terms, which could be tied to project milestones or a regular periodic invoicing cadence. How major equipment will be supplied, additional contractors engaged or a process for managing changes to the project once work has begun can also be spelled out in this section.

Acceptance

Confirmation that the quote you have provided has been agreed to by the client needs to be given in writing. The agreement section is the final part of the quote template and arguably the most important.

How to Write a Contractor Quote Template


There is a marked difference between a quote and an estimated cost. Using quote templates make the process of writing them easier, but you will still need to take time to plan and price each element of the job. An estimate form often precedes a quote because it is a ‘best guess’ for the cost of proposed work.

Whether you are providing construction services or knowledge services, your quote needs to be specific and detailed. Each aspect of the work needs to be priced. A quote gets into the nitty-gritty and gives a thorough and exact breakdown of all associated costs.

Begin with the Job Details

Construction work relies on a clear plan and drawings. In order to deliver a thorough quote, you need to understand every aspect of the work and have a clear idea of how you’ll go about it. Assess the site and request a copy of architectural drawings from the customer. Use these calculations and measurements to create a professional document with line item detail for all materials.

Take Your Time

A professional quote takes time to produce. A lot of work researching materials, checking with suppliers and confirming the hourly rate for subcontractors or cost of additional resources such as plant hire is needed. A mistake with your quote could cost you dearly if you have neglected to include other services that are integral to the work or have miscalculated the quantity of certain materials.

Using a construction quote template can make the process easier. Quote templates ensure that every element is covered and leaves you a little mental space to focus on getting the details of the quote correct.

Proof Your Quote Before Sending

Once you have completed the quote, leave it for at least half a day and then go over it again. Look for typos, spelling mistakes, errors in your calculations. A professional quote is more likely to be accepted than one riddled with mistakes. Always present yourself and your company in the best possible light by ensuring your quote is mistake free.

Once you are happy with the quote, make a copy and remove all customized details that tie it to the job you are quoting for. This can then be used as your personal template for future quotes. Elements such when and how you like to be paid, quote validity periods, and other terms and conditions can remain. Sections to customize will include your clients’ details and other parts that have been stripped from the document you created.

Creating a Contractor Quote Template is Simple with Bonsai


Starting with a construction quote template makes the entire quoting process a little easier and faster. While a construction estimate leaves room for error, a quote needs to be exact to ensure you win the business and make a profit from the work. A great construction quote is clear and easy for your customer to follow. Using quote templates gives you the assurance you have not left anything to chance.

Providing your customer with a clear quote is easy with Bonsai’s free construction quote template. Sign up now and customize your quote template today.

Construction companies have little time for the process of creating quotes, yet without a quote, it’s unlikely clients will employ you for their job. Quotes, proposals and more templates that make pitching for work easier and faster are improving the process for construction professionals.

Contractor quote template FAQs


How do construction loans work?

A construction loan are more complicated than traditional home loans as the funds are drawn out periodically to cover the different stages of building. These stages are called ‘draws’. A construction loan can have seven or more draws in which funds are released to cover specific elements of the construction process. The lender determined the amounts and timing for each draw.

Which construction jobs pay the most?

Construction jobs offer long term security, many chances for advancement. and depending on the particular profession, a sizable income. The top three highest paying construction professions are:  

  • Construction Superintendent
  • Civil Engineer
  • Construction Manager

Can construction commence without a permit?

Construction work requires a number of permits before it can go ahead. Lot approval is the first step for building. This ensures the land in question is an approved building site. After lot approval comes zoning permits, this ensures the right type of building - residential, commercial, industrial or other, is being built on the land in question. Written approval from the planning commissioner for your area is also required to ensure the building you wish to construct is in keeping with local covenants and ordinances.

Frequently Asked Questions
Questions about this template.