Are you looking for estimate templates that are stylish and easily customizable? Here you will find the opportunity to download an estimate template for free. You can send offers and estimates immediately in the right way.
Get Your Free Free Estimate Template
It is common for many services today to first obtain several offers and compare them with one another before making a final purchase decision. Writing a cost estimate has long been part of the daily work of many entrepreneurs.
With the help of Billed’s estimate template, you can easily create stylish and detailed quotes in just a few seconds.
You can download our free estimate templates in various formats like Google Sheets, Google Docs, PDF, MS-Words, Excel.
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Download The Free Estimate Template
Generic Job Estimate Template
Producing a detailed and accurate estimate greatly influences your customer’s decision. Download this elegant and editable estimate template and manage your business more smoothly and effortlessly.
Hourly Work Estimate Template
You can quickly create a detailed and accurate estimate using the this beautiful and adaptable hourly work estimate template. It has everything you need to create detailed and high-quality estimates rapidly in the right way.
Invoice With Billed
Print, download or send your estimate for free with Billed.
Invoice With Billed
Download the free professionally designed, fully customizable estimate template from Billed.
Construction Estimate Template
With this elegant and editable construction estimate template, you can now make custom professional estimates for your small business in just a few seconds. Download now and stand out from the crowd.
Contractor Estimate Template
A good estimate template must be complete. Download, customize and issue this elegant estimate template to your clients. It works the way you want, helping you create estimates more quickly, accurately and eliminating redundant tasks and data entry errors
Invoice With Billed
Create a unique estimate in seconds with Billed and stand out from your competitors.
Remodeling Estimate Template
Now, you can easily manage all your estimates with this beautiful and fully-editable remodeling estimate template. Use it and save money every month. Download it for free.
Bid Estimate Template
Do you want to issue an estimate that contains all mandatory information and makes a professional impression on your customers? Then this bid estimate template is a complete package. Download for free.
What is an estimate?
The contractor presents an estimate to the client before the contract is officially signed. It mainly shows the contract details and costs. Estimates do not have to be submitted, but most companies present them to their clients before signing a contract. Negotiations and transactions can proceed based on the estimate.
Therefore you should use an estimate creation tool like Billed to create an estimate. With the help of our pre-made stylish quote template, anyone can create a good-looking estimate quickly and ideally
Difference between estimate, invoice, and delivery note
Estimates, invoices, and delivery notes have different characteristics in commercial transactions.
The estimate is prepared before the contract transaction. It is not a document that must be prepared under the Civil Code, the Companies Act, and the Tax Law but is created and issued based on business customs.
The invoice is created after the contract transaction and is mainly used for payment collection. Whether the invoice itself is legally valid depends on the circumstances, but tax law requires that it be retained for a certain period. Depending on the level of the company or business, there is a storage obligation of up to 9 years.
The delivery note is a document that accompanies the contract transaction and is the legal basis for the delivery date. The obligation to pay the ordering party’s price will occur after the delivery date, and the order receiving party will have the right to receive the payment after the delivery date.
Write an estimate that your customer will accept.
Everyone has already received an offer or a cost estimate that they were annoyed about. What are common causes for this? The contractor did not fully understand the customer and is offering something that the customer does not want. That is why it is important for you as an entrepreneur to communicate well with your customers. It usually helps to pick up the phone for a moment.
You also have to be honest with yourself and your customer: only offer something that you can really do at this price. And of course, consider in advance whether you want to include room for discounts in your first offer.
Fairness and quality are important for a good relationship with the customer and thus a good basis for long-term success! Make your work easier with software like Billed for creating professional offers and cost estimates for more customer satisfaction!
Why Use Our Estimate Templates?
Every client and project has different requirements and budget-levels. To meet all the levels of budgets and requirements, you need to create a quote that fits all your and client’s needs.
That’s why you need to use accounting software that fulfills all your business needs. Luckily, Billed is a powerful tool that can centrally manage and streamline the business, and SMEs, like sales management, payment management, grasping sales forecasts, cash flow forecasts, as well as creating quotations and invoices.
- Create quotes in bulk
- Automatic calculation
- Alert function to prevent billing omission
- Reduce the psychological stress of paperwork
Role of Quotation
Quotations should be issued for exchanging work. Let’s confirm the two roles of the quotation.
・ Avoid unnecessary troubles
A quotation is a document that proposes to the client of the job what to deliver and the amount. Therefore, if you proceed with the work without issuing a quotation, various troubles may occur later if there is a discrepancy between the client and the client in terms of work content, amount of money, delivery date, etc.
・ It will be a material for comparison and examination for the client
The quotation is not necessarily issued after the job request is confirmed.
In some cases, the client requests the issuance of a quotation as material for comparing and considering the prices and delivery dates of products and services of other companies. At that time, the quotation will also be material to appeal to the client your sincerity and subsequent response to the requested content.
The sooner you submit a quote, the more you can give the impression that your work will be more reliable and quicker. However, if you place much emphasis on speed and the quotation contains content that does not meet the request of the client, or if there is an error, it will cause the evaluation to decline. Please be careful about that point.
What is the expiration date of the estimate?
There is no fixed one. It depends on the product and service. If the price of the material fluctuates, shorten the expiration date. As much as possible, it is better to add the expiration date.
Types of Estimate Templates
These are some of the specific types of estimate templates.
- Cost Estimate Template
- Service Estimate Template
- Work Estimate Template
- Job Estimate Template
- Project Estimate Template
- Contractor Estimate Template
- Consultant Estimate Template
- Business Estimate Template
Estimate making rules
When making an estimate, first calculate a rough amount and present it to the other party.
After that, you will create proposals and specifications to ensure that both parties do not misunderstand and then further squeeze the estimate’s contents.
When presenting the estimate, you must accurately describe the items, quantity, unit price, etc.
Tips While making an Estimate
Estimates are the last barrier for prospects to trust and turn into customers. Here are some key tips to keep in mind to make an estimate that your prospects can rest assured of.
Is the estimate easy to understand?
Make sure you can see the essential parts in an instant. The estimated amount will come to your eyes first, but you need to write the details clearly to understand the rationale clearly.
If there is a discrepancy with the items to be confirmed, it may cause trouble later. You can avoid problems by creating an easy-to-understand estimate for each opportunity step.
Is there a basis for estimating the delivery date and price?
It is a common problem that the delivery date and price stated in the estimate deviate from reality. Sales reps should not overdo it to get an order. The delivery date and price of the estimate will be decided in consultation with the person in charge of development and the person in charge of the entire project.
If you find that the delivery date and price set in the estimate cannot be completed in the middle of the process, we will consult with the customer again at that stage and approve the change in the delivery date and the billing amount.
Can you provide it as soon as requested?
Depending on the prospective customer, we may have already collected information on the website, etc., and are considering purchasing specifically. Other prospects want to know how much it will cost as the first step in their consideration. Therefore, it’s a good idea for sales reps to be ready to offer when they enter a deal.
What to include in an estimate?
An estimate is submitted to a business partner when a job request is received. It shows what kind of product or service you ordered and how much it will cost. The quotation should contain the following items.
- Enter “Estimate” as the title of the document.
- Date of issue of the quotation
- Contents and quantity of products and services targeted for quotation
- Unit price and the total amount of products and services targeted for quotation
- The delivery date of products and services targeted for quotation
- Quotation expiration date
- Submitter’s company name, address, phone number, etc.
- Submitter’s company seal
Download The Estimate Template For Free
Quotations, invoices, and receipts are documents that are indispensable for conducting transactions. Issuing these documents will also build relationships with your business partners, so don’t waste your time. Download our beautiful and fully-editable estimate templates for free.