Template New
Getting Paid
The terms that stop it happening, the invoice that can actually be paid, and six messages to send in order when it happens anyway.
CA$9.99
Template
The Quote and Proposal Pack
Six documents to send, written out in full, plus the exclusion lines that stop the arguments and terms in three lengths.
CA$12.99
One time purchase. Instant download. No subscription.
The problem
What this solves
Most small businesses have one quote format, invented early, that works until a job is big enough to be approved by somebody who never met them, or until the scope changes halfway through. The two documents that prevent the expensive outcomes, the exclusion list and the change order, are the two almost nobody writes: the first feels negative and the second feels like an argument.
Contents
What's included
- The Quote and Proposal Pack, twelve pages, as a PDF and as a web page.
- Part 1, which document suits which job, and why the commonest mistake is sending a proposal.
- Parts 2 to 7, the six templates: the one page quote, the proposal, options, the retainer, the change order, and the quote nobody answered.
- Part 8, the exclusion library: thirty one lines in five groups.
- Part 9, terms in three lengths, with the Interest Act point and the statute linked.
- Part 10, four sheets: the scope decision sheet, the quote register, the change order pad and the check before you send.
- Free updates for as long as the product exists, in your library.
How it works
Using it
Take Template 1 and paste in four exclusion lines
From the group in Part 8 that matches your work. That is the version most people will send for the rest of the year, and it is fifteen minutes of setting up.
Check the interest line in the terms you already send
If it states a rate per month and not the yearly equivalent, Part 9 explains what it is actually worth and gives you the one clause that fixes it.
Print the change order pad and keep it where the work is
A change written down on site, in front of the customer, is agreed. The same change remembered at the end of the job is a disagreement, and that is the whole difference.
Outcomes
What you get out of it
- Thirty one exclusion lines to choose from, so the section that prevents the argument takes a minute
- A change order short enough that it actually gets sent on the day, which is the only day it works
- A proposal shaped for the person who has to approve it and has never met you
- The interest clause written so that it is worth what you think it is worth
- A quote register, which is the only way to find out what you win and at what price
Fit
Who it's for
Anybody who has to send a customer a price in writing, and especially anybody who has just lost money on a job because something they assumed was excluded was never written down.
Specifics
Product details
- Format
- Template
- Version
- 1.0
- Licence
- Personal use
- Language
- English
- Edition
- Global
- Last updated
- September 2026
- Twelve pages as a PDF, plus a web page you copy the templates out of
- Six complete document templates, every line written
- Thirty one exclusion lines in five groups
- Terms in three lengths: one line, one paragraph, one page
- Four printable sheets, including the twelve point check before you send
Questions
Frequently asked
How is this different from the free sheet?
The free sheet is the seven things a quote has to say, which you hold up against your own writing. This is the writing: six complete documents, the exclusion lines, and the terms. If you only ever send one kind of quote, the pack says plainly that Part 2 and the exclusion library are most of its value to you.
Are these contracts?
No, and the pack says so on its own masthead. The terms language is general and original and is a starting point, not a document reviewed for your trade and your province. EmpireSheets is not a law firm. The one place it states law, section 4 of the Interest Act, links the section so you can read it yourself, and it is four lines long.
What is the Interest Act point?
If a written contract states interest at a rate for a period shorter than a year, a month for instance, and does not also state the equivalent yearly rate, no more than five per cent a year is recoverable, mortgages on real property excepted. So the common line about two per cent a month, written on its own, is worth a fraction of what its author intended. The fix is one clause, and the pack works out both possible yearly equivalents for you.
Are they Word files?
They are a PDF and a web page. The web page is the working copy: you copy a template out of it into whatever you already write in, which is usually email, Word or the invoicing tool you use, rather than being handed a file that only opens in one program.
Will thirty one exclusions not make me look difficult?
Yes, if you use them all, which is why the pack tells you to use three or four and never to write one you would not enforce. An exclusion waived the first time it comes up has taught the customer to ignore the entire section.
Reviews
What customers say
No reviews yet, and we will not invent any. What you can rely on instead: you get the files listed on this page, they are yours to keep, and updates are free. If anything is wrong with them you get your money back.
Next
Build your complete system
Workbook New
Pricing a Service
The floor below which work costs you money, what moves a price above it, and the arithmetic of a rise that shows you can lose two clients in ten and still be ahead.
CA$9.99