Free estimate templates

Free estimate templates help you price a job before work starts. Each lists the scope, line-item prices, exclusions, how long the price is valid and any deposit due on acceptance, so the client knows exactly what they are approving.

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What should every estimate include?

Every estimate, whatever the trade, covers the same core parts. The trade templates below fill them in with the lines, exclusions and deposit habits that fit that kind of work.

PartWhy it matters
Scope of workDefines what the price covers
Line items with quantities and ratesShows the client where the money goes
AllowancesHolds a budget for items the client hasn't chosen yet
ExclusionsStops assumptions about what's included
Validity periodProtects you when costs change
Deposit on acceptanceCovers materials and holds the date
AcceptanceA signature or online approval, with the date

How long should an estimate be valid?

Long enough for the client to decide, and short enough that your costs haven't moved. Many service trades use 30 days. Trades with fast-changing parts prices or busy calendars, such as auto repair, moving and wedding photography, often use 7 to 14 days. Write the expiration date on the estimate, not just the number of days.

When an estimate expires, recheck your costs before you resend it. Honoring the old price is fine, as long as it's your choice.

What happens after the client accepts?

Collect any deposit, schedule the work and keep the accepted estimate as your scope. If anything changes, write a change order with the free template. When the work is done, the estimate becomes your invoice.

You can build a one-off estimate with the free generator. In Invoicefy, you send the estimate as a proposal the client accepts online, then convert it to an invoice in one click.

Questions people ask

People use the words interchangeably, but an estimate often signals an approximate price and a quote a fixed one. Whichever word you use, say in writing whether the price can change. See Estimate vs Quote vs Invoice: What's the Difference?.

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