Simple Invoice Software

Free Estimate Templates


PDF Estimate Templates
Excel Estimate Templates / Google Sheets
Word Estimate Templates / Google Docs

PDF Estimate Templates

job estimate template JOB ESTIMATE TEMPLATE (pdf)

Excel Estimate Templates / Google Sheets

construction estimate template CONSTRUCTION ESTIMATE TEMPLATE (excel) auto repair estimate template AUTO REPAIR ESTIMATE TEMPLATE (excel) landscape estimate template LANDSCAPE ESTIMATE TEMPLATE (excel) pressure washing estimate template PRESSURE WASHING ESTIMATE TEMPLATE (excel) electrical estimate template ELECTRICAL ESTIMATE TEMPLATE (excel) cleaning estimate template CLEANING ESTIMATE TEMPLATE (excel) roofing estimate template ROOFING ESTIMATE TEMPLATE (excel) painting estimate template PAINTING ESTIMATE TEMPLATE (excel) remodel estimate template REMODEL ESTIMATE TEMPLATE (excel) hvac estimate template HVAC ESTIMATE TEMPLATE (excel) plumbing estimate template PLUMBING ESTIMATE TEMPLATE (excel) flooring estimate template FLOORING ESTIMATE TEMPLATE (excel) snow removal estimate template SNOW REMOVAL ESTIMATE TEMPLATE (excel) water damage estimate template WATER DAMAGE ESTIMATE TEMPLATE (excel) demolition estimate template DEMOLITION ESTIMATE TEMPLATE (excel) handyman estimate template HANDYMAN ESTIMATE TEMPLATE (excel) contractor estimate template CONTRACTOR ESTIMATE TEMPLATE (excel) moving estimate template MOVING ESTIMATE TEMPLATE (excel) bathroom remodel estimate template BATHROOM REMODEL ESTIMATE TEMPLATE (excel) roof repair estimate template ROOF REPAIR ESTIMATE TEMPLATE (excel) fence estimate template FENCE ESTIMATE TEMPLATE (excel) lawn care estimate template LAWN CARE ESTIMATE TEMPLATE (excel) trimming estimate template TRIMMING ESTIMATE TEMPLATE (excel) general contractor estimate template GENERAL CONTRACTOR ESTIMATE TEMPLATE (excel) commercial cleaning estimate template COMMERCIAL CLEANING ESTIMATE TEMPLATE (excel) drywall repair estimate template DRYWALL REPAIR ESTIMATE TEMPLATE (excel) photography estimate template PHOTOGRAPHY ESTIMATE TEMPLATE (excel) mechanic estimate template MECHANIC ESTIMATE TEMPLATE (excel) tree service estimate template TREE SERVICE ESTIMATE TEMPLATE (excel) home remodeling cost estimate template HOME REMODELING COST ESTIMATE TEMPLATE (excel) tile job estimate template TILE JOB ESTIMATE TEMPLATE (excel) carpet cleaning estimate template CARPET CLEANING ESTIMATE TEMPLATE (excel) excavation estimate template EXCAVATION ESTIMATE TEMPLATE (excel) concrete estimate template CONCRETE ESTIMATE TEMPLATE (excel) graphic design estimate template GRAPHIC DESIGN ESTIMATE TEMPLATE (excel) catering estimate template CATERING ESTIMATE TEMPLATE (excel) junk removal estimate template JUNK REMOVAL ESTIMATE TEMPLATE (excel) residential cost estimate template RESIDENTIAL COST ESTIMATE TEMPLATE (excel) website estimate template WEBSITE ESTIMATE TEMPLATE (excel) interior design estimate template INTERIOR DESIGN ESTIMATE TEMPLATE (excel) renovation estimate template RENOVATION ESTIMATE TEMPLATE (excel) collision estimate template COLLISION ESTIMATE TEMPLATE (excel) sample estimate template SAMPLE ESTIMATE TEMPLATE (excel) formal estimate template FORMAL ESTIMATE TEMPLATE (excel) sales estimate template SALES ESTIMATE TEMPLATE (excel) online estimate template ONLINE ESTIMATE TEMPLATE (excel) labor estimate template LABOR ESTIMATE TEMPLATE (excel)

Word Estimate Templates / Google Docs

work estimate template WORK ESTIMATE TEMPLATE (word) business estimate template BUSINESS ESTIMATE TEMPLATE (word) simple estimate template SIMPLE ESTIMATE TEMPLATE (word) professional estimate template PROFESSIONAL ESTIMATE TEMPLATE (word) price estimate template PRICE ESTIMATE TEMPLATE (word)

What is an Estimate Template?

An estimate template is a pre-designed framework. It is used to efficiently prepare professional as well as well-structured estimates.

The estimate presents estimated prices for products or services. It also lists project items which are largely based on the business acumen and judgment of the preparer.

Each listed item in the estimate, is given in terms of quantity and cost. This is then used in the final calculation to come to the total for the specific job under consideration.

This document is generally used in situations where the cost of the job, product, or service cannot be predicted accurately. This estimate document, is created and a flexible document (estimate) is used to predict and communicate the expected costing or selling price to the customer.

Who Uses an Estimate Template?

Users of estimate templates are sellers. They use this template when they need to generate an estimate. Customers usually request estimates, in situations where they would like some reasonable costing idea about the product or service which they would like to purchase or the project they want the seller to work on.

Estimate templates are widely used in the construction industry. It allows the communication of the estimated cost of construction. It can also be used in other project-based businesses.

It is interesting to note, that it is normal to have a variance when comparing the estimated cost with the final price of the project.

Why Use an Estimate Template?

There are several benefits of using an email template to generate estimates. This will now be discussed.

How to Create a Professional Estimate Using a Template?

The following method, which will now be outlined, is generally used when creating professional estimates, using templates.

  1. Select an Appropriate Template

    The first step involves the selection of an appropriate estimate template which is in line with your business requirements. While selecting the template, consideration of aspects, such as the extent of details required, the color theme of the template, size, file types, and other details is vital. In simple words, the template must be aligned with your brand voice.

  2. Personalize the Template

    The next step involves personalizing the template with your business details, logo, payment details and other standard information. The remaining fields can be left blank. Then this personalized template can be saved on the device of choice. By doing this, there is no need to go through step 1 again. As the template can be used again and again to generate the estimates for next time.

  3. Add an Estimate Clause and Essential Data

    This is a general clause which states that the estimate is based on judgment. The actual invoice can and may be different from the estimated amounts. Here, it is necessary to clearly write the estimate number, issue date and customer details and so forth.

  4. Enlist Estimate-Specific Information

    The list should contain items that form part of the estimate. Each item should have a description, quantity, rate, and total sum.

  5. Discounts Applicable on the Estimate

    If the business is giving the customer a discount, it is prudent to record the discount in the estimate.

  6. Tax Rate(s) and Total Amount

    It is important to mention the tax rate(s) applicable to the service which you are intending to provide or if products are being sold.

  7. Expiry Terms

    Recording the expiry date, helps to develop time validity, in which the estimate will remain valid for. Subsequently, the customer can place the order within the given terms.

  8. Warranty Clause

    If applicable, mention the warranty period related to products and services.

  9. Add Call to Action

    Write words which encourage customers to contact you. Use encouraging and friendly advice asking them to reach out and ask questions, if they need further clarification on the estimate. This will help to foster good business relations between the parties.

The estimate should be customized in the formatting, design, and color theme. This helps to ensure alignment with your brand styling and appearance. Further, it is professional to follow up and stay in touch with the customer. By doing this, it will certainly help to enhance the estimate conversions to sales invoices. This can be thought of as the prime purpose of the estimate template.

Conclusion

An estimate template is a document which is designed to be used, when generating an estimate. By using the template, it will enhance efficiency, accuracy, completeness, as well as consistency.

The estimate is generated or issued by the seller and is sent to the customer. It is expected to contain detailed, organized, formatted, and reliable information in regards to the rate, quantity, taxes, total amount, and so on, for the project under consideration.

For professional consistency, the template should be customized to align with your brand theme. The customization can include color, presentation, layout, design, among other aspects.

There are various benefits of using a template to generate the estimate. These benefits include, higher accuracy, completeness, consistency, enhanced efficiency, professional impression, and a higher rate of the estimates converting to actual sales invoices.



1. PDF Estimate Templates
2. HTML Estimate Templates
3. Word Estimate Templates / Google Docs
4. Excel Estimate Templates / Google Sheets