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Templates / Proposal

Free New Construction Estimate Template

A new construction estimate covers the trade-by-trade cost plan, the allowances and assumptions behind it, the pricing, and the sign-off to start the work.

New Construction Estimate template preview

Language:

en

Category:

Last updated:

October 2026

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A new build looks priced and tidy right up until the ground turns out harder than expected, or the window and timber packages land higher than the guess in the margin. The real fear is signing, starting, and then paying overruns just to keep excavation and ordering moving. This proposal keeps the allowances out in the open so the number you’re agreeing to has a stated basis, not hidden assumptions, using blueprint purple-blue with Zilla Slab headings over Inter body text.

The proposal reads in the same order the money risk shows up on site, starting with a short version, then who’s doing the estimating, and then the estimate itself: quantities taken off the drawings, a groundworks build-up that names what can move, and the structure and envelope broken into scopes you can tender against. The client sees the trade summary and a stated contingency line before the price section, so the decision sits on what’s included, excluded, and likely to change, not on a single total.

  • The short version Opens with what the client is getting and what the estimate is built from, so the intent is clear before the trade detail.
  • New build cost plan Carries the trade-by-trade breakdown, the bill of quantities takeoff, and the groundworks allowance build-up that states its basis.
  • What it costs Holds the single priced item, Build-Ready Cost Plan, which is the number you update before sending.
  • Getting started Includes the fee summary and a signature block, plus the questions that confirm drawings, ground conditions, and access assumptions.
  • Payment Defines the 40% booking and 60% handover invoices, revision handling, and how allowances and scope changes get handled.

Once the numbers and wording match the job, you replace the template pricing for Build-Ready Cost Plan, send the proposal, and the client accepts and signs online. The signed copy keeps the same assumptions, payment schedule, and handover wording the client agreed to, so the estimate and the commitments stay tied together.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a new construction estimate

PartWhat it covers

The short version

Summarises the cost plan outcome, how allowances get shown with their basis, and the order the estimate gets built in so the client knows what the number is tied to.

About us

Explains the estimating focus and the way the proposal keeps key decisions visible in groundworks, structure, and the window package.

Who you will work with

Names the review process behind the numbers, including a second check on quantities before the estimate is issued.

Team

Lists the people involved in producing the estimate so the client can see who owns takeoff, groundworks assumptions, and the final trade summary.

Selected work

Gives context on the kinds of new build cost plans the team produces, with risk sitting in the ground, structure, and envelope.

Portfolio

Shows example outcomes and what the trade split helped compare, tender, or confirm before commitments got made.

New build cost plan

Describes the trade-by-trade cost plan, the bill of quantities takeoff, and the groundworks allowance build-up, which you tailor to match the drawing set and assumptions.

Structure estimate

Covers structure and envelope scopes, including a separate window and external door package, plus a trade summary with a stated contingency line.

What it costs

Contains a priced item table for Build-Ready Cost Plan, which you update with your own rates before you send the proposal.

Getting started

Includes a signature section and a fee summary, plus prompts that confirm drawings, ground assumptions, and what happens when details aren’t defined.

Payment

Spells out the 40/60 invoicing split and timing, what information the estimator needs, and how revisions, allowances, and scope changes are handled.

Handover format

Explains what gets issued at handover, what the client reviews in the draft, and when ownership of the final cost plan transfers.

Who it is for

Builders, developers, and estimating teams pricing new builds or renovations where the client needs a signable cost plan tied back to drawings and stated allowances.

The proposal in full

The short version

You’ll have a trade-by-trade cost plan you can tender from, negotiate with, and sign against, with every allowance shown with its basis so you can see what would change it.

We’ll take off the drawings, build the key allowances, and price the structure and envelope trade by trade. You’ll see what is in the number, what could move it, and why, before you order excavation, timber, or windows.

We start with a full plan takeoff and a quantities check against the drawing set you provide. From there we build the estimate in the order the job becomes expensive: groundworks first, then structure, then the envelope and window packages. We finish with a trade summary and a stated contingency line, so the total reads like a decision tool, not a guess.

About us

We’re a takeoff and estimating team built around one job: turning drawing sets into a new build cost plan you can make commitments on. We’ve priced new builds where the first surprises show up in the ground, in the roof loads, and in the window package. Our day-to-day work is quantities, rates, and allowances that tie back to something on the plans.

Most overruns start where a single line hides three decisions. We keep those decisions visible. Our groundworks figure shows what we assumed for excavation, access, disposal, and rock risk. Our structure lines separate concrete, reinforcement, and formwork. Our envelope lines break out windows and external doors as their own package, so you can check it before you’re locked in.

Who you will work with

You’ll have a named estimator on the job and a second set of eyes on the quantities before the numbers are issued.

Team

Lukas Gruber, Lead estimator. Lukas leads the estimate and signs off the trade summary, so the final number matches the drawings and the assumptions behind it are stated.

Katharina Moser, Quantity surveyor. Katharina runs the plan takeoff and checks quantities across trades, so a missing wall length or roof area does not turn into a missing cost.

Daniel Leitner, Groundworks estimator. Daniel builds the groundworks and excavation allowances, including access, disposal, and the items that change first when the dig starts.

Miriam Hofer, Cost plan coordinator. Miriam coordinates the cost plan issue, keeps the line items consistent, and makes sure every allowance has a basis you can point at.

Selected work

A few recent new build cost plans where the drawing set was good enough to price, but the risk sat in the ground, structure, and envelope.

Portfolio

Two-storey single home. Full takeoff from permit drawings, with a separated excavation allowance and a window package line of its own. The client used the trade split to tender three trades and cut the gap between bids.

Small multi-unit build. Trade-by-trade cost plan built to match a subcontractor tender list. We split concrete, reinforcement, and formwork, then carried the same breakdown into the summary so comparisons stayed clean.

Timber roof new build. Structure and roof estimate with snow load allowances shown as a named assumption, not buried in a rate. The client used it to confirm the roof package before locking the supplier date.

“The trade breakdown made it obvious what was fixed and what could move.”

Small developer, pricing a new build before tender

New build cost plan

A trade-by-trade cost plan built from your drawings, with each line item priced as a countable scope you can tender and negotiate against.

BILL OF QUANTITIES TAKEOFF

A measured quantities schedule tied back to the drawings, covering the major elements so you can see the numbers behind the cost plan.

GROUNDWORKS ALLOWANCE BUILD-UP

An excavation and groundworks allowance with the basis stated: volumes, access assumptions, disposal, and the items that typically change first once digging starts.

Structure estimate

A priced structure section covering concrete and reinforced slab where shown, plus the timber frame and roof structure estimate where applicable to your design.

ENVELOPE AND WINDOW PACKAGE ESTIMATE

A separate envelope section including facade items, windows, and external doors, priced as a package so you can check it against supplier quotes early.

TRADE SUMMARY WITH CONTINGENCY LINE

A one-page summary that rolls every trade up to the total, plus a stated contingency line so you can see what you are carrying for uncertainty.

What it costs

Pick the tier that matches how settled your drawings are and how much risk you want shown as measured quantities versus named allowances.

Priced items

Getting started

If you want us to hold a start slot, the next step is to sign and send the drawing set you want priced.

1. Sign this proposal to book the work. 2. Pay the 40% booking invoice within 14 days. 3. Send the drawings and any engineer notes, and we’ll start the takeoff.

ARE YOU PRICING FROM THESE DRAWINGS, OR DO YOU NEED MORE DETAIL FIRST?

We can price from your current drawing set if it shows the main dimensions, levels, wall build-ups, structure intent, and openings. If a section is not defined enough to measure, we’ll price it as an allowance and show the basis so you can update it when details land.

WHAT HAVE YOU ASSUMED FOR GROUND CONDITIONS AND ACCESS FOR EXCAVATION?

We state our ground and access assumptions on the groundworks build-up, line by line. Where the drawings do not confirm soil class, rock, dewatering, or haul distance, we carry those items as named allowances so you can see what would change the figure.

HAVE YOU ALLOWED FOR SNOW LOAD REQUIREMENTS IN THE ROOF STRUCTURE?

Yes. We include a stated allowance for snow load driven sizing in the roof structure where the design is still at an estimating stage. If your engineer’s snow load and member sizes are already defined, we price to that information and note the source.

WHAT’S INCLUDED AND EXCLUDED IN THIS NUMBER, LINE BY LINE?

The cost plan is written as line items you can point at, with a scope note for each trade section. You’ll see what is priced as a measured quantity, what is priced as an allowance, and what information we used, so you can check it before you sign.

Signature

Fee summary

Payment

We invoice 40% to book the work when you sign, and 60% when we hand over the finished new build cost plan. Each invoice is payable within 14 days of its date.

What we need. You send the current drawing set and any schedules you have in one package. If we receive revisions after we start, we work from the latest set you confirm in writing.

Allowances and assumptions. Where drawings do not confirm ground conditions, haul distance, dewatering, or access constraints, we carry named allowances and list the basis line by line in the groundworks build-up so you can see what moves.

Changes to the work. If the drawing set changes enough to affect quantities or trade scope, we will tell you what needs updating and why before we redo takeoff or rebuild sections, and we will price the extra work first.

Handover format

We issue the new build cost plan as a trade-by-trade breakdown with line items you can point at, including notes on what is measured versus allowance, plus the bill of quantities takeoff and the trade summary with contingency line.

Client review. You check the assumptions, exclusions, and scope notes when you receive the draft. If something is missing from the information set you intended us to use, you flag it and we will update the relevant lines.

Ownership. Once the final invoice is paid, you own the finished new build cost plan and can use it for pricing and contracting on this project. Our worksheets and estimating templates stay ours.

Questions about this proposal template

What should a new construction estimate include?

A new construction estimate should show a trade-by-trade breakdown, the allowances and assumptions behind uncertain items, and a summary that rolls up to the total with any contingency stated. This proposal also includes a bill of quantities takeoff and separates groundworks, structure, and the envelope and window package so the client can see what might move.

How do you show allowances and assumptions in an estimate?

Allowances work best when the estimate states the basis line by line, rather than burying uncertainty inside a rate. This proposal includes a groundworks allowance build-up that calls out volumes, access assumptions, disposal, and other items that often change once digging starts.

Can an estimate be signed as part of a proposal?

An estimate can be signed when the proposal makes clear what’s included, what’s excluded, and what assumptions the number depends on. This template includes online acceptance and a signature section so the client signs the same wording that describes the scope and the basis of allowances.

What do you need from a client before you can price from drawings?

A pricing package usually needs the current drawing set plus any schedules and engineer notes available at the time. This proposal also covers how revisions are handled, with the estimate run off the latest set the client confirms in writing.

How do you handle ground conditions risk in a build estimate?

Ground conditions risk gets handled by stating what the estimate assumed for excavation, access, disposal, and similar constraints, then pricing uncertain elements as named allowances. This template keeps those assumptions visible in the groundworks build-up so the client can see what would change the figure.

When do you invoice for estimating work on a new build?

Estimating fees often split into a booking payment and a balance at handover of the finished cost plan. This proposal uses 40% to book the work when the client signs and 60% when the finished new build cost plan is handed over, with each invoice due within 14 days.

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