Professional Pest Control Quotations Built for Field Service Teams
Stop writing quotes in Word. Use the template below to generate a complete pest control quotation — scope, pricing, recurring schedule, and terms — and see how Salesforce teams automate this with SilkQuote.
How It Works
- Copy the template below — use the sections that match your service model (one-time, recurring, or commercial)
- Customize for each job — replace placeholder values with the customer’s details and your standard pricing
- Or automate it in Salesforce — install SilkQuote, add your services to a price book, and generate branded PDFs from Opportunities with one click
Pest Control Quotation Template
Template Pest Control Quotation — HTML Body
<body><table width="100%" cellpadding="0" cellspacing="0" style="font-family:Helvetica,Arial,sans-serif;font-size:11px;color:#1a1a1a;"> <!-- HEADER --> <tr><td style="padding:20px 20px 12px;"> <table width="100%" cellpadding="0" cellspacing="0"><tr> <td style="vertical-align:top;"> <div style="font-size:16px;font-weight:bold;color:#1a5c2a;">[YOUR COMPANY NAME]</div> <div style="font-size:10px;color:#666;margin-top:4px;">[Address] | [Phone] | [Email] | License: [Number]</div> </td> <td style="vertical-align:top;text-align:right;"> <div style="font-size:18px;font-weight:bold;letter-spacing:2px;text-transform:uppercase;color:#1a5c2a;">Quotation</div> </td> </tr></table> </td></tr> <!-- QUOTE META --> <tr><td style="padding:0 20px 16px;"> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;"> <tr> <td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;width:25%;border-right:1px solid #2e7d40;">Quote #</td> <td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;width:25%;border-right:1px solid #2e7d40;">Date</td> <td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;width:25%;border-right:1px solid #2e7d40;">Valid Until</td> <td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;width:25%;">Prepared By</td> </tr> <tr> <td style="padding:7px 10px;border-right:1px solid #eee;">PC-[YYYY]-[001]</td> <td style="padding:7px 10px;border-right:1px solid #eee;">[Date]</td> <td style="padding:7px 10px;border-right:1px solid #eee;">[30 days from issue]</td> <td style="padding:7px 10px;">[Technician / Rep Name]</td> </tr> </table> </td></tr> <!-- CUSTOMER / SERVICE ADDRESS --> <tr><td style="padding:0 20px 16px;"> <table width="100%" cellpadding="0" cellspacing="0"><tr> <td style="width:48%;vertical-align:top;"> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;"> <tr><td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;">Customer</td></tr> <tr><td style="padding:8px 10px;line-height:18px;"><strong>[Customer Name]</strong><br>[Phone] | [Email]</td></tr> </table> </td> <td style="width:4%;"></td> <td style="width:48%;vertical-align:top;"> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;"> <tr><td style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 10px;">Service Address</td></tr> <tr><td style="padding:8px 10px;line-height:18px;">[Property Address]<br>[City, State, ZIP]</td></tr> </table> </td> </tr></table> </td></tr> <!-- SCOPE OF TREATMENT --> <tr><td style="padding:0 20px 16px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Scope of Treatment</div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr><td style="padding:6px 10px;width:30%;border-right:1px solid #eee;border-bottom:1px solid #eee;font-weight:bold;font-size:10px;">Pest(s) Targeted</td><td style="padding:6px 10px;border-bottom:1px solid #eee;">[e.g., German Cockroaches / Rodents / Subterranean Termites]</td></tr> <tr style="background:#f7faf7;"><td style="padding:6px 10px;border-right:1px solid #eee;border-bottom:1px solid #eee;font-weight:bold;font-size:10px;">Areas Treated</td><td style="padding:6px 10px;border-bottom:1px solid #eee;">[e.g., Kitchen, Bathrooms, Roof void, Perimeter]</td></tr> <tr><td style="padding:6px 10px;border-right:1px solid #eee;border-bottom:1px solid #eee;font-weight:bold;font-size:10px;">Treatment Method</td><td style="padding:6px 10px;border-bottom:1px solid #eee;">[e.g., Gel bait application, Rodent bait stations, Liquid barrier]</td></tr> <tr style="background:#f7faf7;"><td style="padding:6px 10px;border-right:1px solid #eee;border-bottom:1px solid #eee;font-weight:bold;font-size:10px;">Products Used</td><td style="padding:6px 10px;border-bottom:1px solid #eee;">[e.g., Maxforce FC Magnum, Contrac Blox — SDS on request]</td></tr> <tr><td style="padding:6px 10px;border-right:1px solid #eee;border-bottom:1px solid #eee;font-weight:bold;font-size:10px;">Estimated Duration</td><td style="padding:6px 10px;border-bottom:1px solid #eee;">[e.g., 1.5 hours on-site]</td></tr> <tr style="background:#f7faf7;"><td style="padding:6px 10px;border-right:1px solid #eee;font-weight:bold;font-size:10px;">Customer Preparation</td><td style="padding:6px 10px;">[e.g., Clear under-sink areas, remove pet food before treatment]</td></tr> </table> </td></tr> <!-- PRICING --> <tr><td style="padding:0 20px 16px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Pricing</div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr> <th style="text-align:left;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;">Service</th> <th style="text-align:center;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;width:8%;">Qty</th> <th style="text-align:right;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;width:15%;">Unit Price</th> <th style="text-align:right;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;width:15%;">Total</th> </tr> <tr><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Initial Treatment — [Pest Type]</td><td style="padding:6px 8px;text-align:center;border-bottom:1px solid #eee;border-right:1px solid #eee;">1</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;border-right:1px solid #eee;">$[X]</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr style="background:#f7faf7;"><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Follow-Up Visit (if required)</td><td style="padding:6px 8px;text-align:center;border-bottom:1px solid #eee;border-right:1px solid #eee;">1</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;border-right:1px solid #eee;">$[X]</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">[Additional Service — e.g., Roof Void Treatment]</td><td style="padding:6px 8px;text-align:center;border-bottom:1px solid #eee;border-right:1px solid #eee;">1</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;border-right:1px solid #eee;">$[X]</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr><td colspan="3" style="padding:6px 8px;text-align:right;border-right:1px solid #eee;border-bottom:1px solid #eee;font-size:10px;color:#666;">Subtotal</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr style="background:#f7faf7;"><td colspan="3" style="padding:6px 8px;text-align:right;border-right:1px solid #eee;border-bottom:1px solid #eee;font-size:10px;color:#666;">Tax ([X]%)</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr><td colspan="3" style="padding:7px 8px;text-align:right;background:#1a5c2a;color:#fff;font-weight:bold;">Total</td><td style="padding:7px 8px;text-align:right;background:#1a5c2a;color:#fff;font-weight:bold;">$[X]</td></tr> </table> </td></tr> <!-- RECURRING SCHEDULE --> <tr><td style="padding:0 20px 16px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Recurring Service Schedule <span style="font-weight:normal;font-size:8px;text-transform:none;">(remove if one-time)</span></div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr> <th style="text-align:left;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;">Visit</th> <th style="text-align:left;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;width:18%;">Frequency</th> <th style="text-align:left;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;border-right:1px solid #4a9a5a;">Included Treatment</th> <th style="text-align:right;background:#2e7d40;color:#fff;padding:6px 8px;font-size:8px;text-transform:uppercase;letter-spacing:0.5px;width:15%;">Per Visit</th> </tr> <tr><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Routine Inspection & Treatment</td><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Quarterly</td><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">[e.g., General pest spray, bait check]</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr style="background:#f7faf7;"><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Annual Termite Inspection</td><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">Annually</td><td style="padding:6px 8px;border-bottom:1px solid #eee;border-right:1px solid #eee;">[e.g., Sub-floor and perimeter inspection]</td><td style="padding:6px 8px;text-align:right;border-bottom:1px solid #eee;">$[X]</td></tr> <tr><td colspan="3" style="padding:7px 8px;text-align:right;background:#1a5c2a;color:#fff;font-weight:bold;">Annual Contract Value</td><td style="padding:7px 8px;text-align:right;background:#1a5c2a;color:#fff;font-weight:bold;">$[X]</td></tr> </table> <div style="font-size:9px;color:#666;padding:6px 0;">Agreement term: 12 months. Auto-renews unless cancelled with 30 days' written notice.</div> </td></tr> <!-- TERMS --> <tr><td style="padding:0 20px 16px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Terms and Conditions</div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr><td style="padding:10px;font-size:9px;line-height:16px;color:#333;"> <strong>Treatment Guarantee</strong><br> If the targeted pest re-establishes within [X] days of treatment, [Company Name] will return for a complimentary retreatment at no additional charge. This guarantee applies to the original scope and service address only.<br><br> <strong>Payment</strong><br> Payment is due within [X] days of service. Overdue accounts accrue interest at [X]% per month.<br><br> <strong>Cancellation (Recurring Agreements)</strong><br> Either party may cancel with 30 days' written notice. Cancellations within the first 3 months incur an early termination fee of $[X].<br><br> <strong>Site Access</strong><br> The customer is responsible for ensuring access to all areas in scope on the scheduled date. A rebooking fee of $[X] applies if access is unavailable.<br><br> <strong>Chemical Safety</strong><br> All products are registered with [relevant authority]. SDS documentation is available on request.<br><br> <strong>Liability</strong><br> [Company Name]'s liability is limited to the cost of services rendered. </td></tr> </table> </td></tr> <!-- ACCEPTANCE --> <tr><td style="padding:0 20px 20px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Acceptance</div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr><td style="padding:10px;font-size:9px;color:#555;">By signing below or paying the deposit, the customer confirms acceptance of this quotation including the scope, pricing, and terms above.</td></tr> <tr><td style="padding:0 10px 14px;"> <table width="100%" cellpadding="0" cellspacing="0"> <tr> <td style="width:48%;padding-top:8px;"><div style="font-size:9px;color:#666;margin-bottom:4px;">Customer Name</div><div style="border-bottom:1px solid #999;height:20px;"></div></td> <td style="width:4%;"></td> <td style="width:48%;padding-top:8px;"><div style="font-size:9px;color:#666;margin-bottom:4px;">Signature</div><div style="border-bottom:1px solid #999;height:20px;"></div></td> </tr> <tr> <td style="padding-top:12px;"><div style="font-size:9px;color:#666;margin-bottom:4px;">Date</div><div style="border-bottom:1px solid #999;height:20px;"></div></td> <td></td> <td style="padding-top:12px;"><div style="font-size:9px;color:#666;margin-bottom:4px;">Deposit Paid</div><div style="border-bottom:1px solid #999;height:20px;"></div></td> </tr> </table> </td></tr> </table> </td></tr></table></body>Commercial Add-On Compliance Section
<!-- Add this section before the Terms block for commercial accounts --><tr><td style="padding:0 20px 16px;"> <div style="background:#1a5c2a;color:#fff;font-size:8px;font-weight:bold;text-transform:uppercase;letter-spacing:1px;padding:5px 8px;">Compliance & Certification</div> <table width="100%" cellpadding="0" cellspacing="0" style="border:1px solid #ccc;border-top:none;"> <tr><td style="padding:10px;font-size:9px;line-height:16px;color:#333;"> [Company Name] holds Pest Management License #[XXXXX] issued by [Authority].<br><br> All treatments comply with applicable health and safety regulations for [industry type — e.g., food handling facilities / healthcare premises].<br><br> <strong>Service Reports:</strong> A written service report will be provided after each visit documenting areas treated, products applied, pest activity observed, and any corrective recommendations.<br><br> SDS/MSDS documentation for all products used is available upon request and will be provided to the site manager prior to treatment.<br><br> Applicator: [Technician Name], License #[XXXXX] </td></tr> </table></td></tr>What Each Section Does
Scope of treatment eliminates the most common post-job disputes. Naming the pest, affected areas, method, and products converts a vague service into a defined deliverable.
Recurring schedule is where the revenue is. A customer who signs a quarterly agreement at first visit is worth three to four times more annually than a one-off job. Include this section in every residential quote by default.
Treatment guarantee earns the sale. Competitors who do not include a retreatment guarantee look less certain by comparison. State the timeframe clearly and define what re-establishment means.
Validity period creates urgency without pressure and protects you from being held to pricing that has changed.
Automating This in Salesforce
With SilkQuote installed in Salesforce, your services live in a price book. The tech or inside sales rep creates an Opportunity, adds the relevant products, and clicks Generate Quote. The branded PDF is ready in seconds, attached to the Opportunity, and shareable via a hosted link that tracks when the customer opens and accepts it.
See Salesforce PDF quote generation and Salesforce quote templates for the setup walkthrough.
Requirements
Before automating in Salesforce, confirm you have:
- Salesforce edition — Professional, Enterprise, or Unlimited
- System Administrator profile — required for package installation
Install SilkQuote — free, installs in minutes →
Frequently Asked Questions
What should a pest control quotation include?
Customer name and service address, pest type and scope of treatment, treatment method and products, service schedule (one-time or recurring), itemized pricing, validity period, guarantee terms, and a cancellation policy for recurring agreements.
How do pest control companies create quotes faster?
The fastest approach is a quoting tool that pulls customer and job data directly from the CRM. SilkQuote generates a formatted PDF from Salesforce Opportunity data with a single click — no manual template population.
What is the difference between a pest control estimate and a quotation?
An estimate is a preliminary cost range before full inspection. A quotation is a formal, binding price for a defined scope of work. Provide estimates during initial contact; send a formal quotation after the on-site assessment confirms scope.
How do you handle recurring service agreements in pest control quotes?
Include a recurring schedule section defining visit frequency, included treatments, annual contract value, and cancellation terms. Attach this to every residential quote by default — let the customer opt out rather than opt in.