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Document: Quote Tracking Sheet

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Version 1 • 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-001]	[DD/MM/YYYY]	[Client Name]	[Business Name]	[Phone]	[Email]	[Address]	[Work Description]	[0.00]	[0.00]	[0.00]	[DD/MM/YYYY]	[Draft/Sent/Accepted/Rejected]	[DD/MM/YYYY]	[Any specific client requests]	[Email/Post/In Person]
[QT-002]	[DD/MM/YYYY]	[Client Name]	[Business Name]	[Phone]	[Email]	[Address]	[Work Description]	[0.00]	[0.00]	[0.00]	[DD/MM/YYYY]	[Draft/Sent/Accepted/Rejected]	[DD/MM/YYYY]	[Any specific client requests]	[Email/Post/In Person]
[QT-003]	[DD/MM/YYYY]	[Client Name]	[Business Name]	[Phone]	[Email]	[Address]	[Work Description]	[0.00]	[0.00]	[0.00]	[DD/MM/YYYY]	[Draft/Sent/Accepted/Rejected]	[DD/MM/YYYY]	[Any specific client requests]	[Email/Post/In Person]

Status Key

Draft: Quote is being prepared.
Sent: Quote has been issued to the client.
Follow Up: Waiting for client response.
Accepted: Client has signed or agreed. Move to invoice.
Rejected: Client declined or went with another provider.
Expired: Quote validity date has passed.

Use in Generator View Guide

About this Template

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.

Complexity

simple

Format

spreadsheet

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