Estimate template
An estimate template is a layout for giving a customer an approximate price before work begins. It signals the likely cost while making clear the final figure may change. Fill in the fields and download a clean PDF, then convert it to an invoice when the job is agreed.
When do you use a estimate?
Use an estimate when the scope is not yet fixed and you want to give a realistic figure without committing to it.
What should a estimate include?
- Your business details
- Customer details
- Estimate number
- Valid-until date
- Itemised work with approximate prices
- A note that figures are estimated
- Notes
Frequently asked questions
Is an estimate legally binding?
An estimate is generally not a fixed commitment, unlike a quote. It is an informed approximation, so make clear on the document that the final price may vary. Stating this plainly protects you if costs change.
When should I use an estimate instead of a quote?
Use an estimate when the full scope is still unclear, for example before a site visit or when materials prices may move. Use a quote once you can commit to a firm figure.
Can I convert an estimate into an invoice?
Yes. When the customer agrees to proceed, convert the estimate into an invoice in one click. It carries over the customer and items and receives a new invoice number.
Does the estimate generator cost anything?
No charge applies in the current release. You can build and download a estimate with no watermark and no card details requested, and without an account. An account adds saving, reuse across devices and tracking. If paid plans are introduced later, anything you have already created stays yours and can be exported as CSV.
How accurate should an estimate be?
Base it on the information you have and add a sensible margin for the unknowns. It is better to estimate slightly high and come in under than to surprise the customer with a larger final bill.