quote template for plumbing serivce for homeowners
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Word-Vorlage-Design Kurzbeschreibung
Design Brief – Plumbing Quotation Document
1. Brand & Style
• Business: Plumbing (Maintenance focus, premium service)
• Positioning: Professional, trustworthy, high-end, compliant, reliable
• Tone: Clean, modern, premium trades, easy to read, confidence-building
• Colours: Use brand colours (or leave placeholders: Primary / Secondary / Accent)
• Fonts:
o Headings: Bold, clean, modern (e.g. Montserrat, Poppins, Inter)
o Body text: Simple and highly readable (e.g. Inter, Lato, Open Sans)
• Layout Feel: Structured, not cluttered, strong hierarchy, visually balanced, logical flow
• Imagery: Minimal – allow subtle plumbing or technical icons, but do not overpower text
2. Document Requirements
✅ Must Include:
Cover Page
• Logo
• Business name
• Tagline (if applicable)
• Document title: Quotation / Proposal
• Client name, site address, quote number, date
• Business contact details (phone, email, website, licence number optional)
• Optional photo banner or design strip (clean and minimal)
Section 1 – Introduction
• Short professional message thanking them, setting expectations
• Optional small “Our promise” or “What to expect” note
Section 2 – Price Options
• Must support unlimited quote sections / options (Option 1, Option 2, Option 3 etc.)
• Each option should include:
o Detailed description
o Price
o Optional tick/check icons to highlight benefits
• Layout must allow adding or removing options easily without breaking format
• Pricing to be emphasised but not overpower the description
Section 3 – Total Investment
• Clearly display:
o Subtotal
o GST
o Total
• Include optional line for:
o Deposit (if applicable)
o Payment terms (optional)
• Should stand out using contrast box or section highlight
Section 4 – Why Choose Us
Include space or icons for key trust points. Must allow content similar to:
• Licensed & insured plumbing professionals
• Lifetime labour warranty on workmanship
• Premium materials and compliant installations
• Transparent pricing, no hidden surprises
• On-time, tidy, and customer-focused
• Australian Standards compliant (AS/NZS 3500)
• Local, trusted, reviewed business
Designer to create layout that supports 5–8 trust points using icons or bold highlights.
Section 5 – Terms & Conditions
Must allow a text area for:
• Quote validity
• What is/what isn’t included
• Warranty notes
• Site access requirements
• Variations clause
• Payment terms
Section 6 – Acceptance
Needs to include:
• Signature line
• Print name
• Date
• Option to tick selected option if multiple options provided
• “Approval to proceed” section
Optional Page Elements
(Include if space allows)
• Certifications or licence numbers
• Google review rating or testimonial section
• Before/after photo box (if relevant)
• QR code linking to website or booking page
• Small footer with company details on each page
3. Functional Requirements
• Must be:
o Easy to edit (headings, prices, options, text blocks)
o Expandable (sections must duplicate without breaking layout)
o Saveable as PDF
o Professional when printed
o Visually aligned to premium home & commercial clients
• Page numbering required (Page 1 of X)
• Consistent header or footer with business name/logo
4. Deliverables Needed
Designer to supply:
1. Master editable template (Canva, Word, or InDesign INDD)
2. PDF export version
3. Style guide (fonts, sizes, colours)
4. Instructions for duplicating option sections easily
5. Design Inspiration Keywords
• Premium trade proposal
• Clean modern layout
• Structured price options
• Trust-building visuals
• Technical but customer-friendly
• Compliant and confident
Zielmarkt/( -märkte)
home owners
Industrie/Einheitstyp
plumbing
Farben
Vom Kunden ausgewählte Farben für das Logo Design:
Sehen und fühlen
Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.