Free quote template (Excel) — Canada
A clean, compliant quote template: itemized lines, GST and provincial tax (HST/QST/PST) calculated by formulas, payment terms. Download it, add your logo, send.
Download the template (.xlsx) Free, no sign-up. Works with Excel, Numbers and Google Sheets.
What a compliant quote must contain
Your full contact details
Business name, address, phone, email — and business number if registered.
Unique number and date
Continuous numbering with no gaps — also required on your invoices.
Validity period
Protect yourself against material price swings.
Line-by-line work items
Quantity, unit price, amount: that detail is what gets quotes signed — and prevents disputes.
Subtotal, taxes, total
GST plus your provincial tax (HST/QST/PST), each on the pre-tax amount; show your tax numbers if registered.
Terms and conditions
Deposit, payment terms, exclusions, warranties.
Signature or acceptance
Written acceptance turns a quote into a contract.
Not sure which taxes to charge in your province? Use the GST/HST calculator. And for the next step: the free invoice template.
The limits of Excel (let's be honest)
This template does the job — but every quote is still copy-paste: renumbering by hand, retyping the client, converting to an invoice yourself, and nothing works from your phone on the job site. That's exactly what bookyoo fixes: your service catalogue is saved, a quote takes 2 minutes on your phone, taxes and numbering are automatic, and an accepted quote becomes an invoice in one click.
Frequently asked questions
Is an accepted quote a contract?
Generally yes — a written quote accepted by the client (signature, email or deposit) forms a contract in Canada. Describe the work, exclusions and terms clearly.
Should I show taxes on my quote?
If you're registered, it's best practice: the client sees the final price. On invoices, your GST/HST number is mandatory.
How long should a quote stay valid?
You decide — state it on the document. 30 days is common; shorten it when material prices fluctuate.