A practical, editable Excel Quote Builder for small service, trade and contracting businesses that want greater control over their pricing without investing in specialised estimating software.
The Papillon SME Quote Builder helps you maintain reusable labour, material, equipment and subcontractor rates; assemble detailed project quotations; account for overheads and allowances; and review the expected profitability of each job before issuing your price.
Once your quote is complete, the customer-facing Quote Preview can be exported as a professional PDF while your internal costs, margins and pricing assumptions remain inside the workbook.
The workbook contains no macros and operates locally in Microsoft Excel.
Features
Customisable Rate Library for labour, materials, equipment, mobilisation, subcontractors and other costs
Cost Rate, Sell Rate and item-specific markup options
Commercial assumptions for overheads, contingency, profit and category markups
Labour loading calculations covering overtime, payroll overheads and allowances
Automatic GST, provisional allowance, contingency and discount calculations
Live quote summary showing internal cost, gross profit and gross margin
Gross profit per labour hour (GPLH) calculation
Review warnings for example rates, missing quantities, unusual discounts and zero costs
Customer-facing Quote Preview formatted for PDF export
Quote Register for recording issued quotes, outcomes and follow-up details
Summary Dashboard showing quote value, pipeline status and pricing performance
Built-in instructions, FAQ and user guidance
No macros or external data connections
What’s Included
Editable Papillon SME Quote Builder workbook (.xlsx)
Start Here and setup guidance
Business details and standard quote wording settings
Commercial Assumptions calculator
Customisable Rate Library
Quote Builder with up to 24 quoted line items
Professional customer Quote Preview
Summary Dashboard
Quote Register and follow-up fields
FAQ, troubleshooting guidance and licence information
Example rates and assumptions for demonstration purposes
Typical Uses
Civil and earthworks contractors
Construction and maintenance businesses
Electricians, plumbers and mechanical trades
Landscaping and property-service businesses
Fabrication and installation contractors
Field-service and equipment-hire businesses
Consultants and professional service providers
Small businesses moving beyond basic quote templates
Businesses wanting to better understand job costs, margins and overhead recovery
Before You Use the Workbook
The included rates, costs, assumptions and wording are examples only.
Before preparing a live quotation, users should enter their business details and independently review all labour costs, equipment rates, material prices, overheads, allowances, tax settings, commercial assumptions and contractual wording.
This workbook is a general quotation and job-pricing aid. It is not accounting, legal, taxation, engineering or employment advice and does not replace appropriate professional review.
IMPORTANT DISCLAIMER AND USER RESPONSIBILITY
This workbook is provided free of charge and “as is”, without any express or implied warranty regarding accuracy, completeness, reliability, suitability, merchantability, fitness for a particular purpose or compatibility with any software or business process.
All included rates, costs, formulas, assumptions, markups, allowances, tax settings, wording and examples are illustrative only. They must not be relied upon without independent review. You are solely responsible for verifying every input, calculation and quotation before it is issued or used for any commercial purpose.
The workbook is a general quotation and job-pricing aid. It does not constitute legal, taxation, accounting, financial, employment, engineering, contractual or other professional advice. Use of the workbook does not guarantee that a quotation will be accurate, profitable, compliant, accepted by a customer or suitable for a particular contract, project, industry or jurisdiction.
To the maximum extent permitted by law, Papillon HSEQ Systems, its author and contributors accept no liability for errors, omissions, calculation inaccuracies, lost data, underquoting, overquoting, loss of profit, contractual disputes, business interruption or any other direct, indirect, incidental, special or consequential loss arising from the use, misuse or inability to use this workbook.
You are responsible for:
- Reviewing and verifying every quotation before issue
- Confirming applicable GST, taxes, payroll costs, awards and employment conditions
- Checking current labour, material, equipment and subcontractor rates
- Reviewing contractual wording and obtaining professional advice where required
- Maintaining appropriate backups and protecting customer information
- Confirming that the workbook remains compatible with your software and business requirements
The workbook may be updated, changed or discontinued at any time without notice. Downloading or using the workbook confirms that you understand and accept these conditions. If you do not agree, do not download or use the workbook.
Nothing in this disclaimer excludes, restricts or modifies any rights or remedies that cannot lawfully be excluded under the Australian Consumer Law or other applicable legislation.
Format & Delivery
File: Microsoft Excel (.xlsx)
Editable: Yes
Macros: None
Delivery: Instant digital download
Price: Free
Licence: Personal or single-business internal use
Customer quotations: Permitted for the user’s own business
Resale or redistribution: Not permitted
Recommended software: Microsoft Excel for Windows
Excel for Mac and Excel Online: May work but have not been formally tested
Google Sheets: Not currently supported
A practical, editable Excel Quote Builder for small service, trade and contracting businesses that want greater control over their pricing without investing in specialised estimating software.
The Papillon SME Quote Builder helps you maintain reusable labour, material, equipment and subcontractor rates; assemble detailed project quotations; account for overheads and allowances; and review the expected profitability of each job before issuing your price.
Once your quote is complete, the customer-facing Quote Preview can be exported as a professional PDF while your internal costs, margins and pricing assumptions remain inside the workbook.
The workbook contains no macros and operates locally in Microsoft Excel.
Features
Customisable Rate Library for labour, materials, equipment, mobilisation, subcontractors and other costs
Cost Rate, Sell Rate and item-specific markup options
Commercial assumptions for overheads, contingency, profit and category markups
Labour loading calculations covering overtime, payroll overheads and allowances
Automatic GST, provisional allowance, contingency and discount calculations
Live quote summary showing internal cost, gross profit and gross margin
Gross profit per labour hour (GPLH) calculation
Review warnings for example rates, missing quantities, unusual discounts and zero costs
Customer-facing Quote Preview formatted for PDF export
Quote Register for recording issued quotes, outcomes and follow-up details
Summary Dashboard showing quote value, pipeline status and pricing performance
Built-in instructions, FAQ and user guidance
No macros or external data connections
What’s Included
Editable Papillon SME Quote Builder workbook (.xlsx)
Start Here and setup guidance
Business details and standard quote wording settings
Commercial Assumptions calculator
Customisable Rate Library
Quote Builder with up to 24 quoted line items
Professional customer Quote Preview
Summary Dashboard
Quote Register and follow-up fields
FAQ, troubleshooting guidance and licence information
Example rates and assumptions for demonstration purposes
Typical Uses
Civil and earthworks contractors
Construction and maintenance businesses
Electricians, plumbers and mechanical trades
Landscaping and property-service businesses
Fabrication and installation contractors
Field-service and equipment-hire businesses
Consultants and professional service providers
Small businesses moving beyond basic quote templates
Businesses wanting to better understand job costs, margins and overhead recovery
Before You Use the Workbook
The included rates, costs, assumptions and wording are examples only.
Before preparing a live quotation, users should enter their business details and independently review all labour costs, equipment rates, material prices, overheads, allowances, tax settings, commercial assumptions and contractual wording.
This workbook is a general quotation and job-pricing aid. It is not accounting, legal, taxation, engineering or employment advice and does not replace appropriate professional review.
IMPORTANT DISCLAIMER AND USER RESPONSIBILITY
This workbook is provided free of charge and “as is”, without any express or implied warranty regarding accuracy, completeness, reliability, suitability, merchantability, fitness for a particular purpose or compatibility with any software or business process.
All included rates, costs, formulas, assumptions, markups, allowances, tax settings, wording and examples are illustrative only. They must not be relied upon without independent review. You are solely responsible for verifying every input, calculation and quotation before it is issued or used for any commercial purpose.
The workbook is a general quotation and job-pricing aid. It does not constitute legal, taxation, accounting, financial, employment, engineering, contractual or other professional advice. Use of the workbook does not guarantee that a quotation will be accurate, profitable, compliant, accepted by a customer or suitable for a particular contract, project, industry or jurisdiction.
To the maximum extent permitted by law, Papillon HSEQ Systems, its author and contributors accept no liability for errors, omissions, calculation inaccuracies, lost data, underquoting, overquoting, loss of profit, contractual disputes, business interruption or any other direct, indirect, incidental, special or consequential loss arising from the use, misuse or inability to use this workbook.
You are responsible for:
- Reviewing and verifying every quotation before issue
- Confirming applicable GST, taxes, payroll costs, awards and employment conditions
- Checking current labour, material, equipment and subcontractor rates
- Reviewing contractual wording and obtaining professional advice where required
- Maintaining appropriate backups and protecting customer information
- Confirming that the workbook remains compatible with your software and business requirements
The workbook may be updated, changed or discontinued at any time without notice. Downloading or using the workbook confirms that you understand and accept these conditions. If you do not agree, do not download or use the workbook.
Nothing in this disclaimer excludes, restricts or modifies any rights or remedies that cannot lawfully be excluded under the Australian Consumer Law or other applicable legislation.
Format & Delivery
File: Microsoft Excel (.xlsx)
Editable: Yes
Macros: None
Delivery: Instant digital download
Price: Free
Licence: Personal or single-business internal use
Customer quotations: Permitted for the user’s own business
Resale or redistribution: Not permitted
Recommended software: Microsoft Excel for Windows
Excel for Mac and Excel Online: May work but have not been formally tested
Google Sheets: Not currently supported
