The Quote Sheet Template by GoCanvas helps teams create fast, accurate, and professional quotes right from the jobsite. Add job details, pricing, and approvals on any device to generate branded estimates in minutes. Built-in calculations and signature capture make it easy to finalize quotes on the spot, while cloud sync ensures all data stays secure and accessible.

Integrated with tools like QuickBooks, Salesforce, Google Drive, and Dropbox to keep sales and operations connected. GoCanvas helps you deliver consistent, client-ready quotes that build trust and close deals quickly. With GoCanvas, you can sync quotes to your CRM or accounting tools for a smooth handoff from sales to operations, ensuring clients receive consistent, branded communication.

Industry: Construction, Electrical, Field Services, HVAC, Plumbing, Retail
Types: Estimates, Proposals & Contracts, Sales Transactions
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Additional Templates

Estimate

Create accurate labor and material cost estimates. Support bids and planning with reliable numbers from the field.

Bill of Materials

List required materials for each job. Help crews prepare efficiently and avoid costly delays from missing parts or tools.

Work Order

Assign and monitor job tasks efficiently. Foremen use this to delegate responsibilities and track field progress in real time.

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Frequently asked questions

What is a Quote Sheet Template? +

A Quote Sheet Template is a digital form that helps businesses create professional quotes quickly and accurately. With GoCanvas, teams can generate quotes on-site, include job details and pricing, and send branded PDFs to clients within minutes. This keeps communication clear and consistent, helping your team win jobs faster and improve client trust.

How does GoCanvas help create accurate quotes? +

GoCanvas helps you create accurate quotes by letting you capture job details, materials, and labor costs directly from the field. Real-time data entry reduces manual errors and ensures every quote reflects true project costs. The built-in calculation and signature tools make approvals faster and more reliable.

Can I sync my Quote Sheet Template with other tools? +

Yes, you can sync your Quote Sheet Template with tools like QuickBooks, Salesforce, Google Drive, and Dropbox. This makes it easy to share quotes, update records, and keep your CRM or accounting software up to date automatically. It ensures a seamless workflow from quote creation to project completion.

Who can benefit from using a Quote Sheet Template? +

Contractors, field service teams, and sales professionals benefit most from using the GoCanvas Quote Sheet Template. It helps them generate and send polished quotes from mobile devices, reducing delays and keeping projects moving smoothly. It’s ideal for anyone who needs to quote jobs quickly and accurately on-site.

What features make a Quote Sheet Template stand out? +

The GoCanvas Quote Sheet Template stands out for its calculation tools, signature capture, PDF export, and cloud sync capabilities. These features streamline quote creation, make client approvals easier, and ensure your data is securely stored and accessible across devices. It’s a practical solution for mobile, professional quoting.