Money

Simple Quote and Estimate Template

A fast, professional quote for when a customer wants a number before they commit. Converts cleanly into your invoice once they say yes.

What is inside

  • Itemized scope with quantities and rates
  • Subtotal, tax, and grand-total lines
  • Validity window and terms
  • Accept-and-convert-to-invoice note

What you get

A free quote and estimate template in Excel and PDF that totals itself and turns into an invoice when accepted.

Format: Editable Excel + PDF

These are editable business templates, not legal advice. Every business is different, so have a qualified attorney review any agreement before you rely on it or ask someone to sign it.

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Editable Excel + PDF

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  • Editable, so you make it yours in minutes
  • Yours to keep and reuse
  • Built for real founders by Dee Williams
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