✏️ Build Your Estimate

From (Your Business)

Business / Your Name

Phone

To (Client)

Client Name / Company

Client Email (optional)

Estimate Details

Estimate #

Date

Valid Until

Project / Subject

Line Items

Description	Qty	Price	Total

Tax Rate (%)

Discount (%)

Subtotal$0.00

Estimate Total$0.00

Terms & Notes

Notes / Terms

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What Is an Estimate (Quote)?

An estimate — also called a quote or proposal — is a document sent to a potential client before work begins. It outlines the scope of work, individual costs, and the total expected price. It's not a request for payment; it's an offer that the client can accept, negotiate, or decline.

Sending a professional estimate before starting work sets clear expectations, protects you legally, and signals to clients that you're organised and trustworthy.

What to Include in an Estimate

Your business name, email, and phone

Client name and company

Estimate number and date issued

Validity period (e.g. "Valid for 30 days")

Project or subject description

Itemised list of services with quantities and prices

Tax, discounts, and total estimate amount

Payment terms (e.g. 50% deposit to begin)

Notes about what is and isn't included

Tips for Writing Winning Estimates

Be specific. Vague estimates lose to specific ones. List every deliverable individually.

Set a validity period. "Valid for 30 days" creates urgency and protects you from price changes.

State your payment terms upfront. "50% deposit required to begin work" filters out slow-paying clients immediately.

Note what's not included. "Estimate does not include stock photography or third-party software licences" prevents scope disputes.

Send as PDF. Never send an editable estimate — it can be altered. PDF is professional and tamper-proof.

Client approved? Convert to an invoice.

Once your estimate is accepted, use our free invoice generator to bill the client — same details, no re-entry needed.

Create Invoice Receipt Generator

Free Estimate Generator