

A construction quote template turns chaos into a repeatable system. Instead of reinventing every bid, you drop scope, quantities, and rates into a structure that already understands your business: labor vs. materials, markups, taxes, phases, and payment terms. Whether you’re building a kitchen extension or a 200‑unit complex, a good template keeps your numbers honest and your brand consistent.In Google Sheets or Excel, templates make it easy to clone past quotes, tweak assumptions, and share with clients or subs. But the real bottleneck is still human time: hunting supplier prices, copying plans into line items, and double‑checking formulas.This is where delegating to an AI computer agent changes the game. Instead of you doing the clicking and typing, the agent reads your emails, opens Google Sheets or Excel, fills the construction quote template, applies your markups, and flags anomalies. You stay in control of pricing strategy and approvals, while the AI does the repetitive admin at scale, so you can respond to more bids without burning out.
## From Late‑Night Spreadsheets to Click‑Free QuotesIf you run a construction business, you’ve probably had this evening: plans open on one screen, supplier emails on another, and a half‑finished Excel or Google Sheets quote in the middle. Every new job means copying an old file, wrestling formulas, and praying you didn’t miss a line item.The good news: you can tame this in two steps. First, build a solid construction quote template. Then, let an AI computer agent like Simular handle the repetitive work of filling, updating, and organizing those quotes across Google Sheets and Excel.Below are the top ways to do it—starting manually, then scaling up with automation.---## Method 1: Build a Manual Construction Quote Template### Step 1: Design the StructureIn **Google Sheets or Excel**:- Create a header section: client details, site address, quote date, validity, and project name.- Add separate tables for: - **Materials** (item, description, quantity, unit cost, subtotal) - **Labor** (role, hours, hourly rate, subtotal) - **Miscellaneous** (permits, equipment rental, contingencies)- Add a **Summary** section: materials total, labor total, overhead, profit margin, tax, and grand total.### Step 2: Add Calculations- Use quantity × unit cost formulas for each line.- Sum each section with `SUM()` formulas.- Create cells for markup or margin. For example, in Excel or Google Sheets: - Cost subtotal in `B20` - Profit margin cell in `B21` (e.g., 20%) - Final price = `=B20 / (1 - B21)`### Step 3: Protect and Duplicate- Lock formula cells to prevent accidental edits.- Turn the file into a **master template**: save it in a shared folder or Drive.- For each new project, duplicate the file, rename it, and fill in project‑specific details.**Pros (Manual):**- Full control over structure and pricing logic.- Easy to audit—every formula is visible.- No new tools to learn if you already use Sheets/Excel.**Cons (Manual):**- Time‑consuming to copy data from emails, PDFs, and supplier sites.- Prone to copy‑paste errors.- Does not scale when you’re handling dozens of bids at once.---## Method 2: Semi‑Automate With Built‑In ToolsBefore bringing in AI agents, squeeze more out of Sheets/Excel themselves.### In Google Sheets- Use **Data Validation** (dropdowns) for standard items like units, tax rates, and payment terms.- Use **Named Ranges** so formulas are easier to maintain.- Connect to price lists in other tabs and use `VLOOKUP()` or `XLOOKUP()` to pull current prices.- Share the Sheet with your estimator or PMs and collect updates in real time.### In Excel- Use **Tables** (Ctrl+T) so formulas auto‑extend for new rows.- Use **PivotTables** to analyze historical quote data by trade, client, or project type.- Build **templates** with input cells in blue and formula cells in gray to guide your team.**Pros (Semi‑Automated):**- Faster quoting without changing your core tools.- Better consistency across your team.**Cons (Semi‑Automated):**- You still do all the clicking.- Integrations are fragile; someone breaks a formula, and the template misquotes.---## Method 3: Fully Automate With an AI Computer AgentThis is where things get interesting. Instead of hiring another estimator, you teach an **AI computer agent** like Simular to do the computer work for you.Simular’s Pro‑grade agents can:- Open **Google Sheets or Excel** on your desktop.- Read emails or RFQs from clients.- Copy quantities and specs into your construction quote template.- Look up supplier pricing on the web or in your internal files.- Apply your standard markups and terms.- Save and organize quote files in the right folders.### Example Workflow With Simular1. **You receive a bid request** by email with attachments.2. You trigger your Simular agent (manually or via webhook).3. The agent: - Opens the right template in Google Sheets or Excel. - Extracts scope, quantities, and deadlines from the email and attachments. - Fills the materials and labor tables. - Applies your predefined markups, tax rules, and payment terms. - Saves the file with a standardized name and sends you a summary.4. You review the numbers, adjust strategy if needed, and send the quote.Because Simular agents work like a disciplined digital estimator—clicking, typing, and navigating just as a person would—you don’t need to rebuild your systems. Your existing templates become the brain, and the AI becomes the hands.**Pros (AI‑Automated):**- Massive time savings on repetitive quoting work.- Fewer manual errors and missed line items.- Works across the whole desktop stack: Sheets, Excel, email, portals.- Transparent execution: you can replay and inspect what the agent did.**Cons (AI‑Automated):**- Requires an initial setup and onboarding period.- You still need human review for edge cases and high‑stakes bids.---## Which Path Should You Start With?If you’re still quoting in ad‑hoc spreadsheets, start by designing one solid construction quote template in Google Sheets or Excel. Once that’s stable and your team trusts it, layer on an AI computer agent like Simular to handle the repetitive filling and organizing.The goal isn’t to replace your judgment. It’s to free you from late‑night spreadsheet work so you can focus on winning the right jobs, not just typing faster.
Start by mapping how you already think about a job: separate tables for materials, labor, and misc costs. In Google Sheets or Excel, add columns for description, quantity, unit cost, and subtotal. Create a summary area that totals each section, then applies overhead, profit, and tax. Protect formula cells, save as a master template, and duplicate it for every new project so structure stays consistent.
Use data validation and clear input fields. In your template, color input cells differently from formula cells. Add dropdowns for tax rates, units, and payment terms. Turn ranges into Tables (Excel) or use Named Ranges (Sheets) so formulas are easier to audit. Finally, run a checklist before sending: confirm client info, scope coverage, markups, and dates. An AI agent can also re‑calculate and flag outliers automatically.
At minimum, include client and site details, quote date and validity, clear scope description, separate materials and labor line items, contingencies, exclusions, and payment terms. Add totals for each section plus a grand total with tax. If you use Google Sheets or Excel, bake these sections into your template so they’re always present. Leave a notes area for assumptions, and keep your company branding consistent on every quote.
Store all past quotes in a structured folder or Drive and keep them in a consistent template. Use Excel PivotTables or Google Sheets pivot tables to analyze cost per square foot, per room, or per trade. Identify patterns—typical labor hours, common material bundles, standard markups. Then prefill your template with these default values. An AI computer agent can also scan past files to suggest starting prices for new jobs, which you can fine‑tune.
First, lock down a reliable template in Google Sheets or Excel. Next, define a simple process: where RFQs arrive, how files are named, and where quotes are stored. Onboard a Simular AI Agent by walking it through that process a few times. Then let it handle repetitive steps: opening templates, copying scope from emails, filling line items, and saving drafts. You stay as the reviewer and approver while the agent does the computer work.