Forms › Billing › Estimate & Quote Maker
📝 Estimate & Quote Maker
Switch the title between Estimate, Quote, Quotation, Bid or Proposal. Add a validity date and deposit, and the PDF includes an “Accepted by” line for your client to sign.
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How to use
- Enter your details and the client (add a job site address if work is on location).
- Set the estimate date and how long the price is valid.
- Add materials and labor as line items, with discount and tax.
- Download the PDF. When the client accepts, open it again and use Duplicate as new to turn it into an invoice-ready copy.
Tip: More → Fill with sample data shows a finished example. More → Save my business details pre-fills your name, logo and payment info on every form.
Frequently asked questions
Estimate vs. quote – what’s the difference?
An estimate is an approximate price that may change; a quote is usually a fixed price for a set scope. Pick the title that matches what you are offering.
How long should a quote be valid?
Commonly 14 to 30 days. Material prices change, so a short validity period protects you.
Can the client sign it?
Yes. The PDF includes an “Accepted by” signature and date line.
Related forms
Guide: Invoice vs. receipt vs. estimate – which do you need?