Invoice Template
Bill a client with 17 line items, tax, discount and payment details.
Free Fillable Quote and Estimate Template
For tradespeople, cleaners, designers, caterers and anyone who prices a job before starting it: a kitchen repaint, a batch of printed T-shirts, a website build.
Besides the line items, it has a "valid until" date, a box for terms and exclusions, and an acceptance block so your customer can sign to say yes.
- Billing and sales
- PDF, 64 KB
- 73 fillable fields
- US Letter, A4-safe
- No scripts
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What's on the form
- Estimate number, date and valid-until date
- "Prepared by" and "Prepared for" blocks, plus a project description
- 15 line items with quantity, rate and amount
- Subtotal, tax and estimate total
- Terms, exclusions and timeline; customer name, signature and date of acceptance
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How to fill in the quote / estimate template
- Begin the estimate in our browser editor, then enter the quotation date and customer before pricing the work.
- Describe the job, then list the work and materials line by line. Add the totals yourself.
- Spell out what is not included and how long the price holds in the Terms box.
- Send the downloaded estimate to your customer; when acceptance needs a signature, they can add one in eSign PDF.
Questions
What is the difference between a quote and an estimate?
In everyday use a quote is usually a fixed price and an estimate an approximate one, but people use the words loosely. Whichever you call it, write in the Terms box whether the price is fixed or may change, and what would change it.
How long should my estimate be valid?
Many businesses use 14 to 30 days, and less when material prices move quickly. Put your date in the Valid until field so there is no argument later.
Can my customer sign it without printing?
Yes. Send them the PDF; they can type their name and add a signature with eSign PDF, then return it to you.
Can I turn an accepted estimate into an invoice?
Open our invoice template and copy the lines across. The columns (description, quantity, price, amount) are the same.
Related templates
Purchase Order Template
Order from a supplier with item numbers, prices and approval.
Receipt Template
Proof of payment: payer, amount, method, balance and signature.
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