Free estimate & quote templates
Estimate and quote templates that convert to an invoice in one click when the work is approved.
An estimate and a quote both price work before it starts — but they're not the same thing, and using the wrong one is an expensive wording mistake. These templates open with the right label and structure for each.
Estimate vs quote — the difference matters
An estimate is a good-faith projection that can reasonably change if the scope grows. A quote is a fixed price you commit to once the client accepts. Use an estimate when the final scope isn't fully known — hidden damage, unknown site conditions; use a quote when you can define the work tightly. Labelling a document “quote” when you meant “estimate” can bind you to a figure you costed months ago.
Say what's excluded, and set a validity date
Most disputes come from the gap between what the client imagined and what you priced. A short exclusions note prevents the argument. Put a “valid until” date on it — typically 14 to 30 days — so material prices moving isn't your problem. When the client approves, convert the estimate or quote straight to an invoice and every detail carries across.
Estimates & quotes templates — common questions.
Can I turn an approved estimate into an invoice?
Yes — use “Convert to invoice” in the editor and every detail carries across, with the document wording and numbering updated for you.
How long should a quote stay valid?
14 to 30 days is normal — long enough for the client to decide, short enough that you're not bound to old material prices. State the date explicitly on the document.
BillCrafter is a document tool, not an accounting or legal service. Tax and contract rules vary by country and state — check anything material with a qualified professional.