How to use it
- Choose Estimate, Quote, Proposal or Bid as the title.
- Fill in your details, the customer's details and the scope of work.
- Add materials and labor as line items, with tax and a discount if needed.
- Download the PDF or Word file, and later use Convert to invoice.
Estimate or quote?
People use the words loosely, but there's a useful difference:
| Document | What it says | Typical use |
|---|---|---|
| Estimate | An informed guess; the final price may change | Repairs, remodeling, custom work |
| Quote | A fixed price for a defined scope | Products, fixed-scope services |
| Proposal | Price plus the approach and timeline | Creative, consulting and agency work |
| Bid | A price offered in competition | Contractors responding to a request for bids |
Pick the title that fits; the document heading, the number label and the acceptance text change with it.
What to include so the price holds up
Most disputes about estimates come from what wasn't written down. The template has room for each of these:
- Scope of work: what's included, what isn't, and your assumptions ("existing wiring is up to code").
- Line items: materials and labor separately, with hours and an hourly rate for labor.
- Valid until: prices for materials change; 30 days is common and is filled in for you.
- Deposit: for example 30% to book the date.
- Terms: how changes to the scope are handled, and that extra work needs written approval.
- Acceptance: signature and date lines for the customer, so a signed copy shows they agreed.
Convert to invoice
When the job is done, press Convert to invoice. The invoice generator opens with your details, the customer, every line item, the tax and discount already filled in, and a note that refers back to the estimate number. Adjust anything that changed, such as extra hours, and send it. The estimate itself stays saved, and its number goes up by one after each download so the next estimate gets a new number.
Totals and currencies
Tax and discount can be a percentage or a fixed amount. The discount is taken off the subtotal first and tax is charged on the discounted amount. Choose from 35 currencies; amounts are formatted the way each currency is normally written. The CSV download gives you the lines and totals for a spreadsheet.
Free and private
No account, no watermark, no limit on how many estimates you write. Your draft is saved only in this browser, and the PDF and Word files are created on your device; nothing you type is uploaded. Some trades, like home improvement in several states, have extra rules for written contracts and estimates, so check your state's requirements for larger jobs.
Frequently asked questions
Is a signed estimate a contract?
A signed estimate or quote can become part of your agreement with the customer. Make sure the price, scope and terms are what you can deliver, and get legal advice for large or complex jobs.
How long should an estimate be valid?
30 days is common and is the default here. Use a shorter period when material prices change quickly.
Can I turn the estimate into an invoice?
Yes. Convert to invoice copies everything into the invoice generator, so you only need to adjust what changed.
Can I add sales tax?
Yes, as a percentage or a fixed amount, applied after any discount. Whether you must charge sales tax depends on your state and on what you sell.
Is it really free?
Yes. Download PDF, Word or CSV as often as you like, with no sign-up and no watermark.
Last updated: November 14, 2026