Before work is approved
Estimate Template
Use this estimate template to describe proposed work, expected quantities, prices, tax, discounts, deposits, validity and scope assumptions before a customer approves the job.
Free Word, Excel and PDF files
Free business document templates
Available now
Download real Word, Excel and fillable PDF files for general and roofing estimates, quotes, payment receipts and purchase orders. Each page also links to a free browser tool for calculations and printable results without signing up.
Choose by workflow
Download the document you need.
Choose an estimate or quote before work begins, a receipt after payment, or a purchase order when ordering from a supplier. Download an editable file or use the linked online tool.
A clear price for defined work
Quote Template
Use this quote template to present a defined scope and price with itemized services, quantities, tax, discounts, deposits, an expiration date and acceptance terms.
Proof of payment received
Receipt Template
Use this receipt template after receiving a full or partial payment. It records the seller, customer, receipt number, payment date, itemized sale, tax, amount received, balance and payment method.
Authorize a supplier purchase
Purchase Order Template
Use this purchase order template to identify the buyer, vendor and ship-to location, authorize item quantities and prices, state delivery and payment terms, and give the transaction a unique PO number.
Price a roof before work begins
Roofing Estimate Template
Use this roofing estimate template to record roof measurements and pitch, itemize tear-off, materials, labor, flashing, disposal and permits, and state exclusions, validity, deposit and change-order terms.
Specific jobs and payment records
Choose a template with the fields your work needs
These Word forms have distinct fields for accommodation, work assignments, cleaning visits and painting. Each download page includes the actual file preview and a filling guide.
Hotel receipt
Record the guest, stay dates, room nights, extras, payments and remaining balance.
View Word download →
Work order
Write the task, site, responsible person, materials, changes and completion record.
View Word download →
Cleaning estimate
Separate routine tasks, visit frequency, extra cleaning and first-visit conditions.
View Word download →
Painting estimate
State painted area, preparation, products, coats, labor and excluded work.
View Word download →Cash receipt
Adapt the receipt download for cash actually received, including partial payments and the balance.
Word, Excel and PDF options →Google Docs estimates and quotes
Import DOCX into your Drive, edit scope and terms, check amounts and export a PDF.
Files and import guide →Google Sheets estimates and quotes
Import XLSX and understand the actual formulas for item amounts, tax, discount and deposit.
Files and formula guide →Frequently asked questions
Questions about business document templates
Are these business document templates free?
Yes. Every Word, Excel and fillable PDF file on this page is free to download, and the matching browser tools are free to use without an account.
Which format should I choose?
Use Word when text editing matters most, Excel for formula-driven calculations, fillable PDF for a stable form layout, or the online generator for live totals and browser printing.
Can I edit the downloaded files?
Yes. The DOCX files contain editable paragraphs and tables, the XLSX files contain editable inputs and formulas, and the PDFs contain interactive form fields.
Do the online tools store my document data?
The document editing and calculations run in the browser. The public tool pages do not send the entered document data to Pocket Invoice.
No account required
Prefer to work in the browser?
Open a free estimate, quote, receipt or purchase-order tool and calculate the document before printing or saving it as PDF.