Estimate Format

An estimate is a considered approximation — and it should say so on the page. Fill this in and send it.

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Minimal

Air, hairlines, nothing shouting.

Modern

Soft panels and a colour band.

Corporate

Ruled table, formal header.

Studio

Oversized title, creative-agency spacing.

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Estimate or quotation?

A quotation is a firm price for a defined scope. An estimate is an approximation, usually because the scope can move once work begins. Say which one you are sending, because the difference matters when the final bill arrives.

How to write an estimate people trust

State clearly that it is an estimate
Break the work into lines rather than one number
Say what would change the figure
Put a validity date on it
Note what is excluded

Common mistakes

Calling it an estimate but treating it as a fixed price
No note on what could change the final figure
No validity date

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Questions

Is an estimate legally binding?

Generally an estimate is an approximation rather than a fixed offer, but a lot depends on how it is worded and what you agree with the client. Put your assumptions in writing, and take legal advice if the amounts are significant.

Can I convert an estimate into an invoice?

Yes, one button copies it across with fresh numbering and dates.

Is this really free?

Yes. Every document type, all eight templates and unlimited documents are free, and you do not need an account to make your first one.

This page is general information, not tax or legal advice. Rules change and what applies depends on your business — confirm anything important with your CA.

Other formats

Everything else you
might need to send.

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