Free Tool
Free Estimate Generator
Create estimates in a free Billed account: add your logo, line items, taxes and notes, send the estimate by email or link for your client to approve, and convert it into an invoice with a single click.
Free to sign up. No credit card required.
Key Takeaways
- Estimates are made in a free Billed account; signing up doesn't need a credit card.
- Add your logo and business details, saved products and services, taxes, discounts and notes.
- Send an estimate by email or a shareable link; the client can approve or reject it online.
- Turn an approved estimate into an invoice with a single click.
- Export estimates to PDF, CSV or Excel, or print them, and create estimates in the iOS and Android app.
Online Estimate & Quote Maker
Billed's estimate maker is part of a free Billed account. There's no stand-alone estimate generator to use without signing up, so you create an account first. It doesn't ask for a credit card.
In the account, you add your logo and business details, build estimates from line items and the products and services you've saved, and let Billed calculate taxes from your settings. Send an estimate by email or a shareable link, and your client can approve or reject it online.
When the client approves, convert the estimate into an invoice with a single click instead of typing it again. If you only need a document to fill in yourself, the estimate templates are free to download.
How to Create an Estimate
From sign-up to invoice in five steps.
Create a free account
Sign up with your name, email and a password, or with Google or Facebook. No credit card is needed.
Add your details
Add your logo and business information, and save your products and services so you can add them to estimates without retyping them.
Build the estimate
Add the client, line items with your own units and quantities, any discount and notes. Billed calculates taxes from the tax settings you save.
Send it for approval
Email the estimate or share its link. Your client can view it online and approve or reject it, and the estimate dashboard shows which estimates are accepted.
Convert it to an invoice
When the client approves, convert the estimate into an invoice with a single click.
What Goes on an Estimate
The details a client needs to see before approving the price.
Your Business Details
Your logo, business name, address and contact details, so the client knows who the estimate is from.
Client Details
The client's name, company, email and address, so the estimate is addressed correctly.
Estimate Number
A number you can use to refer to the estimate, and to the invoice that follows it.
Date and Valid Until
When you made the estimate and, if you want, the date until which you'll hold the prices.
Line Items
The services or products, with a description, quantity and rate for each.
Taxes and Discounts
Any tax and discount, shown as their own lines so the client can see how the total is reached.
Total
The full estimated amount, so the client sees the bottom line before approving.
Notes and Terms
What the price covers, what it doesn't, and anything the client should know before approving.
Why Quote With Billed
What a Billed account adds to an estimate.
Estimate to Invoice
Turn an approved estimate into an invoice with a single click, instead of typing the work and prices again.
Saved Products and Services
Save your product and service details for quick access in estimates, and set your own units and quantities for each one.
Online Approval
Send estimates by email or a shareable link. Clients can approve or reject them online, and you can follow acceptance on the estimate dashboard.
Taxes, Discounts and Currencies
Set up your tax settings once so taxes are calculated for you, add discounts, and create estimates in a different currency for each customer.
Attachments, Export and Print
Attach files and images, add notes for your client, export estimates to CSV, Excel or PDF, or print them.
On Your Phone
Create and send estimates in the Billed app for iOS and Android, which syncs with the web dashboard.
Billed account vs. estimate template
| Estimate in a Billed account | Estimate template | |
|---|---|---|
| Account | Free sign-up | Not needed |
| Sending | Email or a shareable link | You send the file |
| Approval | Client approves or rejects online | By reply or signature |
| Turning it into an invoice | Convert with a single click | Copy it onto an invoice |
When this isn't for you
If you'd rather not create an account, download an estimate template and fill it in instead. If you need quantity takeoffs from drawings or cost databases, do that part in dedicated estimating software, and use Billed for the estimate the client sees and the invoice that follows.
Frequently Asked Questions
From Estimate to Invoice
Create estimates in Billed, send them for online approval, and convert approved estimates into invoices payable by card or PayPal.
No credit card required.