Estimate Template
QUICK LOOK — A one-page estimate form that turns a price quote into an approved job, with thirteen priced line items, your terms in writing, and a customer signature line.
What's inside
- Thirteen line items with description, quantity, unit price and amount
- An estimate total row plus notes and terms lines
- A header for your business, estimate number, customer and project, with a valid-until date
- Customer approval and date signature line at the bottom
- Two versions: full color and a black-and-white ink saver
What you get
- Two print sizes: US Letter and A4
- An editable Word (.docx) version you can type into, plus a clean print-ready layout
- Instant download — the files are yours the moment you check out
Who it's for
- Contractors and tradespeople quoting a job before any work begins
- Freelancers and small businesses sending a client a price to approve
- Anyone who needs a signed quote that doubles as the go-ahead to start
How to use it
- Download and unzip your files.
- Open the Word version and prefill your business details once.
- Print a copy or type in the line items, total and valid-until date.
- Have the customer approve and sign to turn the quote into a job.
Everything you need, already built
Everything you need is already built in.
Auto-calculating
Enter your numbers once — totals, leftovers and category spend update instantly.
Visual dashboard
Clean charts show where your money goes at a glance, not in a wall of numbers.
Real pay cycles
Built around weekly, bi-weekly or monthly — whatever matches how you get paid.
Goal tracking
Set savings goals and watch progress bars fill as you go.
Works anywhere
Use it on desktop or the Sheets / Excel mobile app — your plan travels with you.
Step-by-step guide
A built-in guide tab walks you through setup in under 2 minutes.
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