Price a job before you start. Fill in this estimate or quote template online, then print it or save it as a PDF. Set a valid-until date, list the work line by line, add tax and a discount, and switch the heading between Estimate, Quote and Invoice. No signup; drafts stay in this browser.
What is an estimate? · How to fill it in · FAQ · Invoice template
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| Description | Qty | Rate | Amount |
|---|
An estimate is an approximate price for a job, based on what you know before you start. A quote (or quotation) is usually a firmer price for a clearly defined piece of work, often with a date until which the price holds. Both come before the work; the invoice comes after, when you ask to be paid.
| Estimate | Quote | Invoice | |
|---|---|---|---|
| Purpose | Gives a likely price | Offers a set price | Requests payment |
| When | Before the work | Before the work | After the work or delivery |
| Price | Approximate, may change | Usually fixed for the agreed scope | The amount owed |
| Key date | Valid until (optional) | Valid until | Due date |
| Next step | Client agrees, or asks for a quote | Client accepts, then you invoice | Client pays; you may send a receipt |
When the client says yes, keep the agreed lines and bill them on the invoice template, or set Document type to Invoice here to relabel the same document. Give the invoice its own number (see invoice numbering) and add payment terms so the client knows when to pay.
General information only, not tax, legal or accounting advice. Invoice and tax rules differ by country, state and industry, so check with your local tax authority or an accountant for your situation.
Yes. There is no signup and no fee. Fill it in, then print it or save it as a PDF in your browser.
An estimate is an approximate price that may change as the job becomes clearer. A quote is usually a fixed price for an agreed scope, valid until a set date. People use the words loosely, so say on the document which one it is and what could change the price.
It depends on where you are, the wording you use and what the client agreed to. This template does not make a document binding or non-binding. If it matters for your job, get local legal advice.
There is no single rule. Pick a period that suits how quickly your costs change and enter it as the Valid until date. The template fills in 15 days from today, and you can change it.
Yes. Set Document type to Invoice to relabel this document, or open the invoice template and enter the agreed lines there. Drafts on the two pages are saved separately in this browser.
Enter a tax percentage and any discount as an amount. Tax is worked out on the subtotal after the discount, so the total is subtotal minus discount plus tax.
Up to 3 drafts stay in this browser's localStorage on this device. Nothing is uploaded to a server. Use Export CSV if you want a spreadsheet copy.
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