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
Who it is for
Trades, services, and project businesses whose customers want a number before they commit.
Questions it answers
- How do I itemize scope and price so the customer can say yes fast?
- How long is my quote good for, and what happens when they accept?
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
Preview shows the document layout. The full text is in your download.
Editable Excel + PDF
Free with a free account. No card needed.
Not legal advice. This is an informational sample document. Have an attorney review it before you use it; meeting your state's requirements is your responsibility.
- Editable, so you make it yours in minutes
- Yours to keep and reuse
- Built for real founders by Dee Williams
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$17Please read: templates are not legal advice
- These templates and contracts are informational samples, not legal advice, and buying one does not create an attorney-client relationship with anyone.
- Laws differ by state, by industry, and by situation. Have a qualified attorney review any document before you rely on it or ask someone to sign it.
- It is your responsibility to make sure any document you use meets your state's requirements and fits your specific circumstances.