Quote and estimate template for any service
A ready template for a clear quote: items, scope of work, deposit, and one-tap client approval on WhatsApp.
Start freeFill this template on the site, no accountDownload as Word, Excel or PDF
Build your first quote from this template and send it on WhatsApp in minutes.
Whether your clients say quote, quotation or estimate, this template gives them the same clear offer.
Suggested items
No prices: every provider sets their own.
- Service (service)
- Hour of work (hour)
- Site visit (visit)
Details on the quote
- Location
- Expected start date
Payments
- Deposit on approval50%
- Balance on delivery50%
Scope of work
What is included
Each provider writes this in every quote, for the job at hand.
What is not included
Each provider writes this in every quote, for the job at hand.
Duration
Each provider writes this in every quote, for the job at hand.
Cancellation
If the work is cancelled after it starts, the work already done is charged.
Terms
This quote is valid until the date shown on it. Work starts once the deposit is received. Any work outside this scope is priced in a separate quote.
Download this template as Word, Excel or PDF
Free files with this template's items, payments, scope of work and terms, ready to edit. No account is needed, and no prices are filled in: every provider sets their own.
Word file
An editable document for Microsoft Word. The same file format also opens in Google Docs.
Excel file
A sheet that works out each line's total, the quote total and the amount of every payment as you type quantities and prices. The same file format also opens in Google Sheets.
PDF file
The blank form on this page prints on one sheet, or saves as a PDF from the browser's print dialog.
Fill this template on the site, no account
A file has to be sent, opened and answered by hand. In Naam the same template becomes a link the client approves with one tap, with the deposit and payments followed for you.
Blank form to print or save as PDF
Print this page from the browser and only the form comes out, on one sheet; choose "Save as PDF" in the print dialog to keep it as a file. Prices and quantities are left blank for the provider to write.
Quote
Provider
Name
Phone
Client
Name
Phone
Location
Expected start date
| Item | Unit | Qty | Unit price | Total |
|---|---|---|---|---|
| Service | service | |||
| Hour of work | hour | |||
| Site visit | visit | |||
| Quote total | ||||
Payments
Deposit on approval 50%
Balance on delivery 50%
Scope of work
What is included
What is not included
Duration
Cancellation: If the work is cancelled after it starts, the work already done is charged.
Terms: This quote is valid until the date shown on it. Work starts once the deposit is received. Any work outside this scope is priced in a separate quote.
Provider's signature
Client's approval and signature
A template from Naam: naamapp.com
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