QUOTE TEMPLATES
Branded quote templates that
export to PDF and Word.
The template is filled in for you by AI — itemised with labour, materials, markup and GST — and you send it as a branded PDF or an editable Word document.
NO CREDIT CARD REQUIRED
What's on the template
Your logo and business details
Logo, business name, ABN or NZ GST number and contact details on every quote.
Itemised labour and materials
Every line priced separately, not a single lump-sum figure.
Markup
Your margin applied and shown, not buried in the line pricing.
GST as a separate line
10% for Australia or 15% for New Zealand, calculated and shown on its own line.
Terms
Your standard terms attached to every quote automatically.
An accept-online link
Clients can review and accept the quote from the document itself.
Two formats, one quote
What most clients want. Opens anywhere, on any device, with no formatting to break.
Word (.doc)
Opens natively in Microsoft Word, so you or your client can edit the wording before it goes out.
COMPARISON
How Insta Quotes compares
Most trade quoting tools export a PDF. Here is what each one does for document formats and branding, and whether that sits behind a paid tier.
| Tool | Quote output formats | Branding on the document | Is document export gated to a paid tier? | Market |
|---|---|---|---|---|
| Insta Quotes | PDF and an editable Word document (.doc) | Logo and brand colours on Tier 2 and above; Tier 1 exports unbranded | No — document export is on every plan, including Tier 1 at A$29/month | Australia and New Zealand |
| ServiceM8 | PDF to the client; templates are authored as Microsoft Word documents with merge fields | Fully customisable inside the Word template | Template editing sits in advanced setup and expects confident Word users | Australia and international |
| QuoteMate (AU) | Branded PDF quotes and invoices | Logo on the PDF, multiple templates | Free plan available; Pro $49/month | Australia only |
| ToolMate AI | Quote documents, plus SWMS and JSA safety paperwork | Not stated on their site | $69 / $129 / $299 per month; 14-day trial, no card | Australia |
| Quotely AI | “Ready-to-send PDFs” — PDF only | “Clean, branded quotes” | Solo plan US$79.99/month; 30-day free trial | Not stated on their site |
| QuoteMe (AU) | Not stated on their site | Not stated on their site | 7-day free trial, no card | Australia |
| Xero Quotes | PDF generated from a template inside the accounting ledger | Logo and branding themes | Included from $37/month | Australia, New Zealand, international |
If you want total control over the document's layout, ServiceM8 goes further than we do — its templates are real Microsoft Word files with merge fields, so anyone confident in Word can rebuild the page from scratch. Insta Quotes takes the other side of that trade: you don't design a template, you get a finished, itemised quote you can send as a PDF or open in Word and edit.
Competitor details were researched in 2026 from each vendor's own website and change over time. Where a vendor does not publish something we say so rather than guess. Confirm current details on the vendor's own site before deciding.
How it works
Fill in the job
Photo, voice, text or PDF — the AI itemises labour, materials, markup and GST.
The template does the formatting
Your logo, business details and terms are already on the layout — you never touch the design.
Send as PDF or Word
Download a branded PDF, or an editable Word document if the wording needs adjusting first.
Common questions
Can I export a trade quote to Microsoft Word?
Yes. Every Insta Quotes quote can be downloaded as a PDF or as an editable Word document (.doc) that opens natively in Microsoft Word, so you or your client can adjust the wording before it goes out. Change orders export the same way.
What is a branded quote template?
A reusable layout carrying your logo, business name, ABN or NZ GST number and contact details, with the job priced underneath as itemised labour, materials, markup and GST. You fill in the job, not the formatting.
Do I need a paid plan to export quotes to Word?
No. Word and PDF export work on every plan, including Tier 1 at A$29 a month. Putting your logo and brand colours on the document requires Tier 2 or above — a Tier 1 export is unbranded.
Which quoting tools let you edit the quote template in Microsoft Word?
ServiceM8 does — its document templates are Word files with merge fields, though its own documentation recommends them only for users comfortable with advanced Word features. Insta Quotes works the other way round: you don't edit a template, you export the finished quote as an editable Word document.
Does the Word export include GST?
Yes. GST appears as a separate line — 10% for Australia and 15% for New Zealand — matching the PDF exactly.
Can I change the quote after exporting it?
Yes. The Word export is a normal editable document, so you can adjust wording or add a note before sending. The PDF is the fixed version most clients expect to receive.