Your time
Digging up the last quote, deleting the old client's details, fixing the table, re-checking the totals. Every job starts over.
- With Simple Quotes: gather the details once on the prep worksheet, then drop them into documents built to match.
For solo owners & teams of 1–20
Professional quotes, without the back office.
A complete, ready-to-use quoting system for small businesses. Set it up once, send every customer the same clean, consistent paperwork, and spend your time on the work instead of the paperwork.
- 8 matching documents
- Editable Word + PDF
- One-time purchase
- Instant download
Real pages from the kit
Look inside the system
These are actual pages from the files you download, not mockups. Tap any slide to view it full size.
Start with a clear next step
A short, practical guide shows which file to use and what to do first. Keep the job moving without building a process from scratch.
Gather job details once
Collect the customer, work, deliverables, dates, assumptions and price before you open the quote, then carry those details into the other files.
Make the work clear
State what's included, what's outside the price, what the customer provides and what you'll deliver. Cut down on avoidable back-and-forth.
See the quote come together
A fictional completed quote and scope example shows how worksheet details carry into customer-facing paperwork. Illustrative only, not a pricing recommendation.
Use the tools you already know
Edit the Word files in Word or a compatible editor, add your logo once, save a clean master, and export a PDF for each customer.
Why it matters
Every quote built from scratch costs you three ways.
When you're the owner, estimator, project manager and bookkeeper, paperwork happens after the real work is done. Without a standard system, every job starts at zero.
Your energy
Re-deciding what to include, what to leave out and how to word payment and revisions, usually late at night after a full day.
- With Simple Quotes: a fixed sequence and a 10-point review checklist mean you stop making the same decisions on every job.
Your reputation
Mismatched documents and vague scope lead to "I thought that was included" conversations and awkward talks about money.
- With Simple Quotes: every customer gets the same clean quote, scope and change order, the kind of consistency customers expect from an established firm.
How it works
One standard process, from first call to approved change.
Set it up once with your business name, logo and approved terms. After that, every job follows the same five steps.
- 1
Gather
Capture the customer, work, deliverables, assumptions, dates and price in one place.
Quote Prep Worksheet - 2
Quote
Line items, assumptions, exclusions, validity, payment, revisions and acceptance.
Quote Template - 3
Define
What's in, what's out, deliverables, acceptance criteria and milestones.
Scope of Work - 4
Review
Check for ten common gaps before your customer sees the quote.
Quote Review Checklist - 5
Manage change
Write down added work, cost and timing before you start it, plus a follow-up email for quotes that go quiet.
Change Order Form
Why not a free template?
A free template is a page. This is a system.
Free templates give you a blank document. Simple Quotes gives you a standard way of quoting, so every job runs the same way no matter who on your team prepares it.
Typical free template
- One standalone document
- Fields that don't line up with your other paperwork
- No guidance on what to gather or check first
- Nothing for when the job changes mid-stream
- No worked example to follow
- Every person on the team does it differently
Simple Quotes Quote & Scope Kit
- 8 documents designed to work together
- Same project, customer, quote number and totals carried through every file
- Prep worksheet up front, 10-point review checklist before sending
- Change order form and follow-up email included
- Completed example shows exactly how it fits together
- One standard process your whole team can follow
What's inside
Everything you need to quote, scope and manage a job.
8 documents, each as an editable Word file and a matching PDF: 16 files in one download.
- 00
Start Here guide
The order to use the files in, first-time setup, and when to get qualified help.
- 01
Customize & Reuse guide
One-time setup: add your details and logo, save a clean master, and reuse it for every customer.
- 02
Quote Prep Worksheet
Collect customer, work plan, assumptions, dates and price before you write anything.
- 03
Quote Template
Line items, assumptions, exclusions, validity, payment, revisions, IP transfer trigger and acceptance.
- 04
Scope of Work Template
In and out of scope, deliverables, acceptance criteria and window, milestones, changes and approvals.
- 05
Quote Review Checklist
Ten red flags that show up in small-business quotes, each with a one-line fix.
- 06
Change Order Form + follow-up email
Record scope changes before work starts, and nudge a quote that's gone quiet.
- 07
Completed example
A fictional quote and scope, filled in, so you can see how the details carry through.
Editable .docx
Matching PDFs
US Letter layout
Reusable for every job
Use across your team
Who it's for
Built for businesses that don't have an admin team.
A great fit if you…
- Run the business yourself, or with a team of up to about 20
- Quote project-based work: trades, technical and service shops, installers, fabricators, consultants, designers
- Write quotes yourself between jobs, with no office manager or sales ops
- Want every customer to get the same professional, consistent paperwork
- Are tired of rebuilding the same documents for every new job
Probably not for you if you need…
- Attorney-drafted contracts or legal advice
- Government, defense, export-controlled or regulated-industry paperwork
- Software with e-signatures, tracking and automation
- Pricing or tax calculations done for you
Pricing
One price. Yours to keep.
No subscription, no software to learn, no per-document fees. Buy once, set it up with your business details, and use it on every job from now on.
Quote & Scope Kit
The Quote and Scope Kit
A complete quoting system for small businesses.
$39one-time
- 8 matching documents (16 files)
- Editable Word (.docx) + matching PDFs
- Prep worksheet and 10-point review checklist
- Change order form and follow-up email
- Completed example to follow
- Use across your whole business
Secure checkout by Stripe · Instant download
Good to know: these are general business templates, not legal advice. Replace every bracketed field, check that the terms fit your business, and have a qualified lawyer review any cancellation, late-fee, IP, warranty or acceptance terms for your location before you rely on them.
FAQ
Questions, answered.
Who is the Quote and Scope Kit for?
Owner-operators and small teams of roughly 1 to 20 people who quote project-based work and don't have an office manager, sales ops person, or legal department. Think trades and technical shops, installers, fabricators, consultants, designers, and other service businesses that need to state deliverables, exclusions, assumptions, changes, and payment terms clearly.
What exactly do I get?
8 documents that work together as one quoting process: Start Here guide, Customize and Reuse guide, Quote Prep Worksheet, Quote Template, Scope of Work Template, Quote Review Checklist, Change Order Form with a follow-up email, and a completed fictional example. Each document comes as an editable Word file (.docx) and a matching PDF, 16 files in one zip download.
How is this different from free quote templates?
A free template is usually one blank document. This kit is a complete, standardized process: a worksheet to gather job details once, a quote and scope of work that share the same fields, a checklist to catch common gaps before you send, and a change order form for when the job changes. Set it up once with your business details and logo, then reuse it for every customer.
Is this a subscription?
No. It's a one-time purchase of $39 for a digital download. There are no monthly fees, accounts, or software to learn.
What software do I need?
Microsoft Word or another word processor that opens .docx files (such as Google Docs, Apple Pages, or LibreOffice). The layout was built in Word, so spacing can shift slightly in other editors. PDFs open in any PDF reader.
How do I get the files after I pay?
Checkout is handled securely by Stripe. As soon as payment completes, you're taken to a download page with your zip file. Bookmark that page so you can download the files again later.
Can I add my logo and my own terms?
Yes. Every document is fully editable. You replace the bracketed fields with your business information, add your logo, remove anything you don't use, and save a clean master copy. The Customize and Reuse guide walks you through it.
Is this legal advice? Are the terms ready to sign?
No. These are general business templates, not legal advice, and they are not reviewed by an attorney. Have a qualified lawyer review any acceptance, cancellation, late-fee, intellectual-property, warranty, liability, or dispute terms for your business and location before relying on them.
What doesn't it cover?
It doesn't calculate your price, determine tax, choose your legal terms, or guarantee that a quote is accepted or paid. It isn't designed for government contracting, export-controlled work, university IP or publication clauses, or regulated industries with their own required forms.
Can my whole team use it?
Yes. One purchase covers use inside your own business, including your employees. You can't resell or redistribute the templates themselves.
Not ready yet?
Get the free checklist
Start with the free Quote Review Checklist.
Ten red flags to check before you send your next quote, each with a one-line fix. Free PDF, no email required.
Less admin. More progress.
Make your next quote the most professional one you've sent.
Stop rebuilding paperwork from scratch. Get the system once and use it on every job.
Get the Quote & Scope Kit · $39