Free tool
Prepare a client-ready estimate or quote with scope, line items, validity terms, and a downloadable PDF.
Quote before work begins · Add scope and valid-until date · Convert accepted estimates to invoices
Edit document
Import from spreadsheet
Upload a file or paste copied rows. We guess column names first, then you can map anything we missed.
Number, dates, currency, terms
Sender and buyer details
2 items
Tax, discount, shipping, instructions
Save as PDF opens your browser print dialog — quality matches the preview. Draft saved locally.
Use an estimate before work begins when a client needs projected cost, scope, and validity terms before approving a job. It is useful for service calls, design work, repair jobs, consulting projects, and any quote-like document where the final invoice may change after approval.
After the client approves the estimate, copy the scope, line items, and pricing into an invoice, then set payment terms and due date for the actual payment request.
Keep estimate line items specific enough for the client to understand what is included. Add validity terms, optional items, deposit expectations, and notes about what may change the final price.
Do not make legal or tax promises in the document. Use practical wording that explains projected costs, assumptions, and next steps, and review any binding quote requirements with a qualified professional when needed.
A useful estimate explains the expected scope and price before work begins. This example separates discovery, design, and implementation so the client can see what contributes to the projected total.
| Estimated item | Quantity | Rate | Amount |
|---|---|---|---|
| Discovery workshop | 2 hours | $125 | $250 |
| Homepage design | 1 project | $1,200 | $1,200 |
| CMS implementation | 1 project | $1,800 | $1,800 |
| Estimated subtotal | $3,250 | ||
Add a valid-until date, assumptions, optional work, deposit expectations, and a note explaining what could change the final price. Replace every sample value with the scope agreed with your client.
Shows projected scope and cost. The final price may change if assumptions or work change.
May communicate a firmer offered price, depending on your wording, agreement, and local rules.
Requests payment for completed work, a deposit, or an approved milestone.
Save the accepted scope, record additions before billing them, and carry the same descriptions into the invoice. Change the document number from an estimate prefix to an invoice prefix, replace the validity date with payment terms and a due date, then run the invoice checker before sending.
An estimate quotes expected work and pricing before the job starts. An invoice requests payment after work is done or at a milestone.
You can reuse the same line items and client details, then switch to the invoice generator when you are ready to bill.
Yes. No signup is required.
Both describe proposed work and pricing, but a quote may communicate a firmer offered price depending on the wording, agreement, and local rules.
The tool creates a PDF estimate but does not collect electronic signatures or approvals. Send the PDF through the approval process you use with your client.
