CCTV and smart home installation quotation template
CCTV and smart home quotation template: cameras and smart points per unit, recorder, network cabling and handover, with storage days and accounts stated.
Templates by industry
- Outdoor cameras, supply and mount, per camera
- Network video recorder with storage
- Smart lighting and switches, per point
- Cabling, PoE switch and Wi-Fi access point
- App set-up and user handover
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Outdoor cameras, supply and mount, per camera", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "App set-up and user handover", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Security cameras and smart home devices are sold on features, but clients live with the details: where each camera points, how many days of recordings are kept, whether things still work when the internet is down and who holds the passwords. This quotation template prices cameras and smart points per unit and keeps the recorder, the network work and the handover apart, so the client sees what is hardware and what is set-up.
Fields to prepare
- Deliverables and line items
- Outdoor cameras, supply and mount, per camera, Network video recorder with storage, Smart lighting and switches, per point, Cabling, PoE switch and Wi-Fi access point, App set-up and user handover: specify the planned quantity and delivery scope for each item.
- Outdoor cameras, supply and mount, per camera
- Mark each camera’s location and field of view on a sketch, so the client can check coverage before anything is drilled.
- Network video recorder with storage
- State the recording days at the chosen quality and whether footage is stored locally, in the cloud or both.
- Smart lighting and switches, per point
- Name the system or app the switches use and whether they need a hub to work.
- Cabling, PoE switch and Wi-Fi access point
- Say where cables run, whether walls are chased or trunking is used, and which rooms’ Wi-Fi coverage you will test.
- App set-up and user handover
- Handover should leave every admin login with the client; say that you keep no access unless it is agreed.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- List each camera position and what it covers, say how long footage is kept and where, and name the apps and accounts the client will own after handover.
Before sending
- Does “Outdoor cameras, supply and mount, per camera” say what is included and what quantity the price assumes?
- Would the customer read “Network video recorder with storage” the way you do, including what it leaves out?
- Can you still honour the price of “Smart lighting and switches, per point” on the last day the quotation is valid?
Show 5 more
- Does “Cabling, PoE switch and Wi-Fi access point” say what is included and what quantity the price assumes?
- Would the customer read “App set-up and user handover” the way you do, including what it leaves out?
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 5 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Outdoor cameras, supply and mount, per camera | 4 × $210.00 | $840.00 |
| Network video recorder with storage | 1 × $480.00 | $480.00 |
| Smart lighting and switches, per point | 6 × $75.00 | $450.00 |
| Cabling, PoE switch and Wi-Fi access point | 1 × $540.00 | $540.00 |
| App set-up and user handover | 1 × $180.00 | $180.00 |
| Subtotal | $2,490.00 | |
| Sales tax (8%) | $199.20 | |
| Total | $2,689.20 | |
Quoted net amount $2,490.00, sales tax $199.20, quoted total $2,689.20.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
Should the quotation say anything about privacy around cameras?
Rules on filming beyond your own property differ by country, so advise the client to check them and avoid aiming cameras at neighbours’ windows or public paths. Record the agreed angles on the camera sketch.
How do I price a monthly cloud or monitoring plan?
Keep it off the installation lines. Name the plan, its monthly price and who pays the provider, and invoice any monitoring service of your own separately each month.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $199.20 on a net amount of $2,490.00, for a total of $2,689.20. The editor recalculates all three when you change a quantity, a price or the country.
Is this template free?
Yes. You can fill in this template and print it or save it as a PDF without an account, and there is no payment step and no watermark on the document. Saving it to your account and downloading Excel or Word files need a free account.
Can I add my logo and signature?
Yes. The From section of the editor has a place for your company logo and for a signature or seal image. Uploading a picture needs a free account, and a member can keep both in settings so that every new document starts with them.
Read next
Reading for the CCTV and smart home installation quotation template: How to write a quotation: format, example and checklist and Estimate vs quote: what binds you, with a remodeling example. The VAT and GST calculator adds tax to your quoted prices.