Templates & Forms · For providers

NDIS Quote Template

A clean quote an assessor or plan manager can read at a glance.

ProvidersSuppliersOTs

A quote sets out the cost of an item or support so it can be considered against a plan. For assistive technology, a quote is often part of the picture before a purchase goes ahead.

The template captures supplier and participant details, an itemised list with support item codes, and the notes an assessor needs. The guide underneath explains when a formal quote is expected.

Download

Current as of July 2026

Free to download and use. Fill in the blanks, and remove any lines that do not apply to you.

What a quote should include

A clear quote lists the items, their codes, and the total, plus who prepared it and how long it is valid. For assistive technology, the level of the item changes what evidence is expected.

  • Supplier or provider name, ABN, and contact details
  • Quote number, quote date, and a valid-until date
  • Participant name and NDIS number
  • Each item or support, with its support item code
  • Quantity, unit price, and line total for each
  • Delivery, setup, and maintenance costs where they apply
  • Warranty, GST treatment, and any notes for the assessor
  • Who prepared the quote, and the date
The rules these terms follow
Rule What the official rules say
Mid-cost assistive technology A general AT assessment for a mid-cost item includes an approximate cost to buy and maintain the item. The low-cost AT checker shows where the cost levels sit.
High-cost assistive technology For a high-cost item, the assessment includes a formal quote, and a trial or rental may be required before purchase.

Source: NDIS official guidance (see the sources listed below). Read .

How to use it

Assistive technology suppliers

Match each line to a support item code and note the warranty and setup. Where the item sits above the low-cost level, an assessor will pair your quote with their assessment, so make the item and its purpose easy to follow.

Service providers

For a block of supports, list the item codes and the agreed rates. A quote and a service agreement work together: the quote sets the cost, the agreement sets the terms.

Questions people ask

When is a quote needed for assistive technology?

It depends on the level of the item. Mid-cost items are supported by an assessment that includes an approximate cost to buy and maintain them, while higher-cost items call for a formal quote as part of the assessment. The guide above sets out the levels the Pricing Arrangements use.

What details make a quote easy to process?

A support item code for each line, a clear total, GST treatment, and a valid-until date. Adding warranty and delivery notes helps an assessor or plan manager weigh the item without chasing you for more. The template lays these out so nothing important is missed.

Does a quote guarantee the item goes into a plan?

No. A quote states the cost; it does not decide what a plan includes. Whether an item is right for a participant is worked out with their planner and the assessor evidence behind the request. Check with a plan manager or support coordinator before relying on any purchase.

Official sources

Tools that pair with this

Related templates

Get new templates as they land

The template library is refreshed each July against the current rules. Get a note when a new template is published or an existing one is updated.

No spam. Unsubscribe anytime.