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Free quote & estimate template

Free quote & estimate template

A tidy estimate to send before you start a job — fill it in and print or save as PDF, free. When it's accepted, turn it into a deposit invoice with CrexiPay in one step.

Or send it with CrexiPay & get paid by card
Your logo
[Your Business Name]
[Street address]
[City, State ZIP]
[email@business.com] · [phone]
Estimate
Estimate #: [0001]
Date: [  /  /  ]
Valid until: [  /  /  ]
Prepared for
[Client name]
[Company]
[email@client.com]
Project
[Short project or job description]
DescriptionQtyRateAmount
[Task or deliverable]1$0.00$0.00
[Task or deliverable]  $0.00
    
Subtotal$0.00
Tax$0.00
Estimated total$0.00
This is an estimate, not a request for payment.
Valid until [date]. To book, [e.g. "reply to accept and pay a 50% deposit"]. [Add terms or notes here.]
Free template from crexipay.com · turn an accepted quote into a deposit invoice at crexipay.com

Quote vs estimate — what's the difference?

A quote is a fixed price you commit to; an estimate is your best approximation, which may change. This template works for both — just set the heading and note which you're providing.

How to use this template

  1. Fill in your details, the client, the scope, and your prices.
  2. Set a "valid until" date so the pricing has a clear window.
  3. Click Print / Save as PDF above and send it to your client.
  4. When they accept, collect a deposit to lock it in — CrexiPay lets you take a deposit up front and bill the balance in one click.

Tips for a quote that gets accepted

  • Be specific about what's included — and what isn't.
  • Break the price into line items so the value is clear.
  • Add a validity date and clear next step (e.g. "pay a 50% deposit to book").

See how to protect your time with a deposit, then bill the balance later.

Collect a deposit Invoice template Stripe for contractors

Skip the paperwork — get paid by card

A template is a great start. CrexiPay turns it into a branded invoice your client pays in a couple of taps — on your own Stripe account, no code. No Stripe account? We set one up for you.

Get started free