Project Estimate Template

Get a creative solution for your estimates and create complete and high-quality estimates easily and free of charge or find something handy for your business with this beautiful and editable project estimate template from Invoice Quickly.

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Creating and sending estimates have always been a burden for any small business. Do you have many engagements and a few minutes to create and send estimates to all your clients? Then you are exactly right with us!
Luckily, with the free project estimate templates from Invoice Quickly, you can create and send high-quality estimates to your clients in a few seconds.
Our attractive and time-saving project estimate templates are available in various popular formats like Google Sheets, Google Docs, PDF, Word, and Excel. You can download it for free.

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Project Finance Estimate Template

It only takes seconds to customize this project finance estimate template. And the result? A professional-looking estimate template that makes calculation quick and keeps your business organized.

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Infrastructure Project Estimation Template

This infrastructure project estimate template will not only take your business to the next level but also provides a competitive advantage over the crowd. You can now send professional-looking and detailed estimates in seconds.

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Invoice With Invoice Quickly

Print, download or send your estimate for free with Invoice Quickly

Invoice With Invoice Quickly

Download the free professionally designed, fully customizable estimate template from Invoice Quickly

Project Cost Estimate Template

No contract is complete without a perfect estimate. So stay at the top of your business transactions with this elegant and adaptable project cost estimate template. Download now and start creating detailed and accurate estimates quickly and ideally.

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Company Project Estimate Template

If the estimate template for creating and issuing estimates is too complicated for you, this is the ideal opportunity! Download the free company project estimate template today and get the job done in just a few seconds.

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Invoice With Invoice Quickly

 Create a unique estimate in seconds with Invoice Quickly and stand out from your competitors.

Sample Project Estimate Template

Create and send detailed and complete estimates quickly and accurately with this beautiful sample project estimate template. Download it now and save your precious time, and avoid filling out complicated templates.

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Dairy Farm Estimate Template

Don’t waste your valuable time and money designing a new estimate every time. Rely on this beautiful and fully-editable dairy form estimate template to make sure you are providing detailed and accurate estimates quickly.

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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 Invoice Quickly 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 Invoice Quickly 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 your client’s needs.

That’s why you need to use accounting software that fulfills all your business needs. Luckily, Invoice Quickly 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 Estimate

Estimates or quotations should be issued for exchanging work. Let’s confirm the two roles of the quotation.

 

・ Avoid unnecessary troubles

An estimate or 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.

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.

How to Make a Project Estimate?

The estimate does not have a specific format. The purpose of the estimate is to consider the transaction conditions and decide whether to accept the order, items, unit prices, quantities, units, and subtotals. Minimum items such as are required.

  • Download the Free Project Estimate Template from Invoice Quickly
  • Enter “Estimate” as the title of the document.
  • Date of issue of the estimate
  • Contents and quantity of products and services targeted for an estimate
  • Unit price and the total amount of products and services targeted for an estimate
  • The delivery date of products and services targeted for quotation
  • Estimate expiration date
  • Submitter’s company name, address, phone number, etc.
  • Submitter’s company seal
  •  

Download The Project 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 professional-looking and editable Project Estimate Templates for free.

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