Free Estimate Template
Lay out the job, list the costs, and give your client a clear estimate they can sign and return.
Fill it in below and download a PDF, or download the blank printable PDF. Prefer the full tool? Open the Estimate & Quote Generator.
What this template is for
An estimate tells a potential client what a job will cost before any work begins. This template gives that conversation a structure: what you will do, what it costs, what is not included, how long the price holds, and where the client signs. Fill it in above, or download the blank printable PDF to fill in on site.
Template structure
From top to bottom, the template contains:
- Header: your logo, business name and contact details, plus “Estimate” and a number such as EST-0001.
- Client: who the estimate is for and how to reach them.
- Dates: the date issued and the valid until date.
- Scope of work: a short summary of the job, written in the notes.
- Line items: description, quantity, rate and amount for each part of the job.
- Totals: subtotal, discount, tax and estimated total.
- Assumptions and exclusions: what the price is based on and what it leaves out.
- Acceptance: a signature line with the client’s printed name and date.
Writing the scope of work
The scope is the most important paragraph on the page. Write it so someone who was not at the site visit could understand the job. Cover:
- What: the work you will do.
- Where: the rooms, areas or systems involved.
- The finished result: what “done” looks like.
For example: “Remove existing grass in the front yard, about 400 square feet. Grade and add topsoil, then lay new sod and water in. Includes haul-away of removed turf.”
Writing exclusions that prevent arguments
Exclusions list what your price does not include. They feel negative to write, but they save far more trouble than they cause. Good candidates:
- Work outside the described area.
- Repairs to problems found once work begins.
- Permits, inspections or disposal fees, if you are not covering them.
- Materials the client chooses to upgrade.
Pair exclusions with assumptions: “Assumes existing irrigation is working. Repairs to sprinkler lines are excluded and will be quoted separately if needed.”
Worked example: landscaping estimate
- Sod, supplied and installed: 400 sq ft × $1.25 = $500.00
- Topsoil: 3 cubic yards × $45.00 = $135.00
- Labor, removal and grading: 8 hours × $55.00 = $440.00
- Subtotal: $1,075.00
- Discount (10%): minus $107.50, leaving $967.50
- Tax (example rate of 4%): $38.70
- Estimated total: $1,006.20
In this example every line is marked taxable to keep the math simple. Which goods and services are taxable depends on your state and locality, so check with your state revenue agency or a tax professional and untick the lines that do not apply.
Valid-until date
Material prices and your calendar both change. A valid-until date, such as 30 days after issue, means you are not held to an old price indefinitely. The generator prints it near the top so the client sees it right away.
Acceptance signature
At the bottom, the template includes a line for the client’s signature, printed name and date. Ask the client to sign and return a copy, either a scan, a photo or a signed PDF. Keep it with your records; it is your reference when you invoice.
Switching to a quote
Some clients ask for a “quote” rather than an “estimate”. In common usage, a quote often means a fixed price for a defined scope, while an estimate is an approximation. Use the Estimate / Quote switch in the form to change the title and numbering (QUO-0001) without retyping anything. Whichever you send, make the scope and exclusions clear, because those define what the price covers.
After the client says yes
When the work is finished, turn the estimate into an invoice with the invoice generator, adding any approved changes as separate lines. Trade businesses billing labor, materials and deposits can start from the contractor invoice template. For more options when building estimates, open the full estimate generator.
Everything you type stays in your browser, including your logo and saved business details.
Frequently asked questions
Can I use this estimate template as a quote template?
Yes. Flip the Estimate / Quote switch in the form and the document title and numbering change to Quote and QUO-0001 while all your entries stay in place.
What should go in the exclusions section?
List the work and costs your price does not cover, especially the ones a client might assume are included, such as permits, disposal fees or repairs found after work begins.
What does the valid-until date do?
It sets the last day the client can accept the estimate at the listed price. After that date you can re-check your costs and send an updated estimate.
Does the client have to sign the estimate?
The template includes a signature line, and asking for a signature gives both sides a record of what was accepted. Whether you require one is up to you.
Can I print the estimate template blank?
Yes. Download the blank printable PDF and fill it in by hand, which is useful when you price jobs on site.
Legit50 provides free document tools for general business use. They are not legal, tax or accounting advice, and you are responsible for the accuracy of the documents you create. Sales tax rules vary by state and locality. Learn more.