Quote Tracking Sheet Example
Example document for Quote Tracking Sheet. Use this as a reference when creating your own.
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Document: Quote Tracking Sheet
Example Document
Last updated 7/27/2026
Quote Tracking Sheet
| Quote Number | Date Issued | Client Name | Business Name | Phone Number | Email Address | Project Address | Description of Works | Quote Amount | GST Amount | Total Inc GST | Valid Until | Status | Follow Up Date | Notes | Sent Via |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| QT-2023-054 | 12/10/2023 | Sarah Jenkins | N/A | 0412 345 678 | sarah.j@email.com | 42 Smith St, Richmond | Replace bathroom vanity and taps | $1,500.00 | $150.00 | $1,650.00 | 12/11/2023 | Sent | 19/10/2023 | Client asked for matte black tap option | |
| QT-2023-055 | 14/10/2023 | Mike Ross | Ross Legal | 0400 999 888 | admin@rosslegal.com.au | Unit 4, 88 Collins St | Install new data cabling for 5 offices | $3,200.00 | $320.00 | $3,520.00 | 14/11/2023 | Accepted | N/A | Signed contract received 16/10 | |
| QT-2023-056 | 15/10/2023 | David Chen | Chen's Cafe | 0455 666 777 | dave@cafe.com.au | 22 Bay St | Repair commercial fridge compressor | $850.00 | $85.00 | $935.00 | 29/10/2023 | Expired | 30/10/2023 | Did not hear back, price now invalid |
Notes
This example shows three different scenarios. The first quote (QT-054) is pending a follow-up regarding a variation. The second quote (QT-055) has been accepted and requires an invoice to be raised. The third quote (QT-056) expired without a response, meaning the price must be re-quoted if the client contacts the business again.
About this Example
Part of the Quote Tracking Sheet document collection
Document Type
Quote Tracking Sheet
A spreadsheet or log used to record, manage and monitor the status of price quotes sent to clients. It helps Australian tradespeople and businesses track follow-ups and compare costs.