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FREE QUOTE TEMPLATE An honest estimate.
Fewer surprises later.

An editable project estimate with a price range, assumptions, what could change it and a filled-in example. Download it without an email gate.

Word, Excel, Google Docs and PDF. No email required.

Last updated

ESTIMATETemplate preview · Example
01

Scope

Structural assessment of a distribution warehouse for Kestrel Logistics.

02

Price breakdown

Desk study: 2 days at $1,150.00.

03

Not included

Intrusive testing or core sampling. Design of remedial works

04

Accept

Valid for 30 days. Sign or reply to accept; $3,750.00 deposit to book.

Estimate vs quote

An estimate is your best judgement of the cost when some details aren’t known yet. A quote is a fixed price for defined work. Use an estimate early, then firm it up into a quote or a statement of work once the scope is clear.

  • State the assumptions the figure depends on.
  • Say what could make it go up or down, and by roughly how much.
  • Agree how the client will be told before costs exceed the estimate.

The template

Estimate details

  • Estimate number: [Q-0001]
  • Date: [Date]
  • Valid until: [Date — e.g. 30 days]
  • Prepared for: [Client name and company]
  • Prepared by: [Your name and business]
  • Project: [Project name]

Scope summary

[One or two sentences on the outcome and what you’ll deliver.]

Price breakdown

ItemDescriptionQty / timeRateAmount
Desk study[Review of drawings and previous surveys][Qty][Rate][Amount]
Site inspection[Two engineers, mezzanine and racking][Qty][Rate][Amount]
Load calculations[Mezzanine floor and foundation checks][Qty][Rate][Amount]
Assessment report[Findings, risk rating and options][Qty][Rate][Amount]
Review meeting[Presentation to the client’s board][Qty][Rate][Amount]
  • Subtotal: [Amount]
  • Tax: [If applicable]
  • Total: [Amount and currency]

Included

  • [Desk study note]
  • [Site inspection record with photographs]
  • [Load calculations for the mezzanine floor]
  • [Assessment report with a risk rating and costed options]

Not included

  • [Intrusive testing or core sampling]
  • [Design of remedial works]
  • [Building control applications]

Assumptions

  • [Existing drawings and survey reports]
  • [Safe access to the site on agreed dates]
  • [A named person authorised to accept the report]

Timeline

  1. Desk study — [dates]
  2. Site inspection — [dates]
  3. Analysis — [dates]
  4. Report and review — [dates]

Terms

  • Deposit: [e.g. 30% on acceptance]
  • Payment schedule: [e.g. balance on delivery, 14 days]
  • Changes: [Work outside this scope is quoted separately before it starts]

Acceptance

By signing, you accept this estimate and its terms.

  • Name: [Name]
  • Signature: [Signature]
  • Date: [Date]

How to fill it in

  1. Number and date the estimate, add a validity date and the client’s details.
  2. Summarise the outcome and deliverables in one or two sentences.
  3. Break the price into items with quantities and rates, such as “Desk study”.
  4. List what’s not included and the assumptions the price depends on.
  5. Add the timeline, deposit and payment schedule.
  6. Add an acceptance section, then send it and follow up before it expires.

Use it in Word, Excel, Google Docs or PDF

Microsoft Word

  1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
  2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
  3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

  1. Upload the .docx file to Google Drive.
  2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
  3. Use File → Make a copy for each new client so your master stays clean.

Excel and Google Sheets

  1. Download the Excel (.xlsx) file. It has a blank sheet and a worked example.
  2. Enter quantities, hours and rates: amounts, totals and tax calculate with built-in formulas.
  3. To use Google Sheets, upload the file to Drive and choose Open with → Google Sheets; the formulas carry over.

PDF

Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).

Example: Ashdown Engineering Partners estimate for Kestrel Logistics

A filled-in example for a structural assessment of a distribution warehouse. Both companies are fictional.

Price breakdown

ItemDescriptionQty / timeRateAmount
Desk studyReview of drawings and previous surveys2 days$1,150.00$2,300.00
Site inspectionTwo engineers, mezzanine and racking2 days$1,600.00$3,200.00
Load calculationsMezzanine floor and foundation checks3 days$1,150.00$3,450.00
Assessment reportFindings, risk rating and optionsFixed fee$2,800.00$2,800.00
Review meetingPresentation to the client’s boardFixed fee$750.00$750.00

Total and terms

  • Total: $12,500.00 plus any applicable tax
  • Valid until: 30 days from the date above
  • Deposit: $3,750.00 (30%) on acceptance
  • Balance: On delivery, due in 14 days

Not included

  • Intrusive testing or core sampling
  • Design of remedial works
  • Building control applications

Estimate mistakes to avoid

  • One lump sum. A breakdown shows the value and makes it easier to adjust scope instead of cutting your rate.
  • No exclusions. Anything you don’t exclude, the client may reasonably assume is included.
  • No expiry. Without a validity date, a price from six months ago can come back to bite you.
  • No next step. Tell the client exactly how to accept and what happens after they do.

MAKE IT WORK FOR YOU

Useful structure.
Your way of working.

01

Show what drives the price.

A breakdown by item lets the client see value and trade scope rather than question your rate. Professional services firms usually price by day rate for each grade of staff, or a fixed fee per stage where the work is well defined. Disbursements are charged at cost.

02

Exclude out loud.

Write down what isn’t included, such as intrusive testing or core sampling. It prevents most disputes later.

03

Make yes easy.

Give a validity date, the deposit and one clear way to accept. A estimate with no next step tends to sit in an inbox.

GOOD QUESTIONS

Before you download.

Talk to us
When should I give an estimate instead of a quote?

Give an estimate when the amount of work depends on what you find, such as an inspection or investigation. State the assumptions and the point at which you will stop and agree further fees. Give a quote when the scope is fixed.

Can the final price be higher than the estimate?

It can, because an estimate isn’t a fixed price, but surprises damage trust. Agree a tolerance up front, such as 10%, and get approval before going beyond it.

How long should a quote be valid for?

Thirty days is common. A validity date protects you if costs or your availability change, and gives the client a gentle deadline to decide.

Should I ask for a deposit when a quote is accepted?

For larger jobs, yes. A deposit of 25–50% on acceptance confirms commitment and covers early costs. Put the deposit and payment schedule on the quote so there are no surprises.

Can I edit this template in Word or Google Docs?

Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.

How do I save it as a PDF?

Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.

Does the Excel version calculate totals?

Yes. Enter quantities, hours and rates and the amounts, subtotal, tax and total calculate automatically. It also works in Google Sheets: upload it to Drive and open it with Google Sheets.

THE CLIENT EXPERIENCE, IN ORDER

Good habits. A shared home.

Bring the work you share with clients into one place.