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Quote Template for Security Companies

Quote security services: guarding, alarms, CCTV, access control and event security.

8 min

per security quote

3 tiers

in a single document

Contract

maintenance included

Use this template free

Are you a security sales manager?

Security and installations company of 5-30 employees

Technical quotes confuse the client and they end up choosing the company that explains it most clearly.

Our system is better than the competition's, but the client doesn't understand it because my quote looks like a list of components.

From wasting time to closing more sales

Before

Listed technical components with references the client didn't understand, without explaining what each one did.

After

Presents equipment with clear descriptions, grouped by zones, with tier options and a maintenance contract.

Result: Clients understand what they'll receive, choose with more confidence, and sign up for maintenance once they see clear terms.

Example quote for security

Quote

QUO-2026-001

Total

£3,552.00

DescriptionQtyPriceTotal
Alarm system (panel + sensors)1£890.00£890.00
IP CCTV cameras (4 units)4£220.00£880.00
8-channel NVR recorder1£350.00£350.00
Installation and cabling1£600.00£600.00
Annual maintenance1£240.00£240.00
Subtotal£2,960.00
VAT (20%)£592.00
Total£3,552.00

Common problems in security

Technical quotes that are hard to understand

No comparison of options for the client

Maintenance contracts that aren't formalised

Competing with large firms without a professional image

How DealForge solves it

Equipment broken down with specifications

Basic/mid/premium options in a single PDF

Maintenance contract with electronic signature

A professional image that builds trust

Features for security

Clear equipment

Describe each component in language the client understands.

Tier options

Present basic, professional and premium packages in one document.

Technical specs

Include references and specs without losing clarity.

Maintenance contract

Formalise annual maintenance with electronic signature.

Frequently asked questions about security quotes

Can I present tier options (basic, mid, premium) in a single quote?

Yes, you can create versions or optional lines for each tier, with different equipment and prices. The client chooses the option they prefer.

How do I include the maintenance contract alongside the installation?

You can add lines for installation and a recurring annual line for maintenance. The contract terms go in the document notes.

Can I quote event security with guards and temporary equipment?

Yes, you can create lines for guards (hours × price/hour), temporary equipment and coordination, all broken down for the event organiser.

Guide to quoting in security

The quote for a security system — alarms, video surveillance, access control or physical guarding — must be tailored to the specific needs of each site. Protecting a private home is not the same as protecting a logistics warehouse or a retail unit open to the public. The proposal should include a prior security assessment that identifies the vulnerable points and justifies the proposed solution.

It's essential to break down the cost of the equipment (cameras, sensors, alarm panel, smart locks), the installation, the commissioning and the monthly monitoring-centre subscription. Offering different tiers — basic, advanced and premium — in a single quote makes the client's decision easier and increases the average order value by showing the benefits of each level of protection.

DealForge lets security companies create quotes with comparable options, separating equipment from recurring fees and maintenance contracts. The client can approve the installation with electronic signature, and you formalise both the installation contract and the monthly service contract in a single digital flow.

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