Estimate Generator

How to make an estimate

1. Fill in your business under From and the client under Prepared for, then give the estimate a number, the date and how long the price holds under Valid until.
2. List the work and materials one per line as description, quantity, unit price, such as Paint, 3, 40 or Labor (hours), 8, 55. Add a tax rate if you charge tax.
3. Add any terms under Notes, such as what is not included, then press Print or save as PDF.

Frequently asked questions

What is the difference between an estimate and a quote?

An estimate is a best guess that can change once the work starts; a quote is a fixed price for the work described. Choose Quote under Document for a fixed price.

How long should an estimate be valid?

Often 30 days, so that changes in material prices do not catch you out. Set the date under Valid until.

Can I turn the estimate into an invoice?

Yes. When the job is done, change Document to Invoice on the same page, update the number and dates, and print it again; everything else stays filled in.