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Pool and spa proposal template

A pool and spa proposal prices the spa as its own addition to the pool, with its equipment and finishes listed. Use this fictional Sample Pool Company worksheet when a spa is part of a new pool or one of the options a homeowner compares, and keep the spa's look apart from the equipment and engineering choices needed to build it.

Reviewed 2026-10-30 · PoolQuote product team, Mark At It LLC
FICTIONAL WORKSHEET

Sample Pool Company

Homeowner: __________ · Property: __________
Prepared by: __________ · Revision: __________ · Valid until: __________

Complete each quantity and rate after reviewing the actual property.
Work itemQuantity / basisRate / priceScope note
Base pool packageConfirmed scopeReviewed base priceUse the same base specification in every option.
Spa structure and finishConfirmed dimensions / packageReviewed additional priceRecord elevation and material assumptions.
Heating, circulation and controlsSpecified equipmentReviewed equipment and install priceList shared and spa-only systems apart.
Coping and spillover detailsMeasured linear ft / scopeYour reviewed rateSubject to final detail and technical review.

Subtotal: __________ · Tax, if applicable: __________ · Total: __________
Deposit / payment stages: __________ · Schedule assumptions: __________

Template only. No offer is made, no customer data is saved, and printing does not create a binding agreement.

What does the spa add to the base pool?

Name the base pool package, then list what the spa adds: its form, its height relative to the pool, its finish and how it joins the pool. Don't copy a concept image's apparent dimensions into a construction specification.

Two spa styles side by side: a raised spa spilling into the pool and a flush spa set inside the pool.
Raised spillover and flush inline: two spa layouts a homeowner might compare.

Which equipment is shared and which is the spa's own?

List circulation, filtration, heating, controls, and the electrical and plumbing work. Mark which parts the spa shares with the pool and which serve only the spa. Equipment sizing and hydraulic design need technical review.

How do you specify transitions and finishes?

Write down the coping, spillover, steps and material transitions. Say which finish samples are included and how substitutions get approved. A photo or render shows an option, but it can't show exact hydraulic performance or accessibility compliance.

How do you compare pool only with pool and spa?

Show the base, the spa addition and any changed equipment as separate lines. Check taxes, allowances and payment assumptions again for each option instead of carrying an old total forward.

See it with your own workflow

Bring a typical scope and material you have permission to share. Review the product before choosing a plan.