Estimate Template
Make a clean estimate or quote for a job: your business, the client, line items, discount, tax, terms and a line to accept it. Download a PDF or PNG. Free, no signup.
- Estimate or quote
- Totals, discount and tax added up
- Signature line to accept
- Free, no signup
One estimate done. Now make 100.
The estimate above becomes a template. Bring a spreadsheet with one row per estimate, and DittoFox fills in the rest.
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Step 1
Your spreadsheet
A CSV or a Google Sheet, one row per estimate, the same fields as the form above.
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Step 2
This estimate as a template
Map each column to a field once. Layout and size stay exactly as you see them here.
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Step 3
A stack of estimates
Every estimate in one PDF, one page each, ready to print in one go.
Make 100 from a spreadsheet
Upload a CSV or connect a Google Sheet, map the columns to the fields above, and get every estimate in one PDF or a ZIP. Bulk generation is coming soon - leave your email and you'll be first to try it, 50 documents a month free.
One email when bulk opens. Nothing else.
How to write an estimate
- Add your business and the client. Name, address and a phone or email, so the client knows who to call back.
- Describe the job line by line. One line per piece of work or material, with a quantity and a rate. Add a discount and the tax rate if they apply; subtotal, tax and total are worked out for you.
- Set the dates and terms, then download. Give the estimate a number, a date and a "valid until" date, write the scope and payment terms, and save a PDF to email or print, or a PNG to send in a chat.
Estimate, quote or invoice: what is the difference?
An estimate is your best guess at the price before the job starts; the final bill can move if the work turns out bigger or smaller. A quote is a fixed price for a defined scope: once the client accepts it, that is the price. Both are sent before the work; an invoice comes after it and asks for payment. This template makes either one - type QUOTE in the title field if you are committing to a fixed price.
What should an estimate include?
A clear scope: what is included and what is not, so there is no argument later. Line items with quantities and rates, any discount and tax shown separately, and the total. A valid until date, because material prices and your calendar change. The deposit and payment terms, for example "50% deposit to schedule, balance on completion". And an acceptance line where the client signs and dates it, which turns a price into an agreement.
The client said yes. Now what?
Keep the signed copy, take the deposit, and when the job is done bill the agreed lines on an invoice, adding any extras the client approved along the way. Turning an accepted estimate into an invoice in one click is coming soon - join the list and we will tell you when it is ready.