Before work is approved
Use this estimate template to describe proposed work, expected quantities, prices, tax, discounts, deposits, validity and scope assumptions before a customer approves the job.
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Use Word for document editing, Excel for formula-driven totals, or fillable PDF for a stable form layout.
Required information
Use online instead
The matching browser tool recalculates line totals, subtotal, discount, tax, payment and balance as you edit.
Create an estimate onlineFour steps
Download the Word, Excel or fillable PDF estimate template.
Replace the example business, customer and project information.
Enter proposed line items, quantities, rates, tax, discount and any deposit.
Review the scope and validity terms, then save or export a final copy for approval.
Frequently asked questions
Yes. The Word, Excel and fillable PDF versions are free to download, and the online estimate generator is also free.
Usually no. An estimate describes expected work and cost before approval. Issue a separate invoice when payment becomes due.
The Excel template contains formulas, and the online estimate generator recalculates totals as you edit. The Word and fillable PDF versions require manual verification.
A validity date is useful when labor, material prices or availability can change. State how long the estimate remains open for approval.
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