A free estimate template you can turn into an invoice
An estimate is often the first document a customer sees from you, and retyping it as an invoice after they say yes wastes time. Write the estimate here once and reuse it.
Writing the estimate
- Save the items and services you quote often, with prices, and pick them from a list.
- Add discounts per line or for the whole estimate.
- Prices can go down to the cent, and totals are calculated exactly.
- Estimate numbers follow EST-year-0001 automatically.
After the customer says yes
Open the estimate from your history and convert it to an invoice. It gets its own invoice number, and the line items carry over. Earlier estimates can also be copied as a starting point for a new job.
Download the estimate as a PDF, Excel file or image to send. Everything you write is saved in this browser on this device.