Quote / Estimate Template
An itemised quote or estimate with a validity period and totals.
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About this template
A quote tells a client exactly what they will pay and what they will get, before any work starts. This template builds an itemised quote or estimate with a validity period and an automatic total, then downloads it as a clean PDF you can send with confidence.
Use it for project work, consulting, contracting and any service where the scope and price should be agreed in writing before you begin.
Quote versus estimate
A quote is a fixed price you commit to; an estimate is an informed approximation that may move with scope. This template suits both — set the validity period so the client knows how long the price holds, and use the notes field to flag what is and isn't included.
Why a written quote wins
A written quote removes ambiguity about scope and price, which is where most client disputes begin. It also makes you look established: a tidy PDF lands better than a number dropped into a chat message.
Quote / Estimate Template — frequently asked questions
What is the valid-until field for?
It sets how long the quoted price holds. Costs and availability change, so a validity period (commonly 30 days) protects you from being held to a stale price.
Does it calculate the total?
Yes. Each line's quantity is multiplied by its price, the lines are summed into a subtotal, and the total is printed. There is no tax line on a quote — add tax at invoicing stage if applicable.