How to write an estimate
- Add your business details and logo.
- Choose “Estimate” or “Quote” as the title, and set the date and how long the price is valid.
- Add who it’s for, then list each item or service with quantity and price.
- Add any discount and your sales tax rate, and put terms in the notes.
- Download the PDF and send it. When the customer agrees, press Turn into an invoice.
Estimate vs quote
An estimate is your best guess at the price, and the final bill may differ. A quote is a fixed price for the work described. If the job might change, say so in the notes, for example “Final price may change if the design changes.”
What to include
- Your details and the customer’s details
- An estimate number and the date
- A clear list of what’s included, with quantities and prices
- Tax and the total
- How long the price is valid (30 days is common)
- Terms: deposit, timeline, what’s not included
Custom orders at markets and fairs
A written estimate is useful for custom orders taken at a booth, like a personalised piece or a bulk order for an event. It sets expectations on price and timing before you start. When the order is ready, send an invoice, or ring it up at the counter.
Frequently asked questions
What’s the difference between an estimate and a quote?
An estimate is an approximate price that may change. A quote is a fixed price for the work described. Choose the title that fits.
What should an estimate include?
Your details, the customer’s details, an estimate number and date, each item with quantity and price, tax, the total, how long the price is valid, and any terms.
Can I turn the estimate into an invoice?
Yes. Open the invoice generator; your business details carry over in this browser, and you can copy the line items in.