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Prepared By (Your Business)
Prepared For (Client)
| Proposed Scope / Deliverable | Qty / Hrs | Estimated Rate | Total | |
|---|---|---|---|---|
| $450.00 | ||||
| $850.00 |
Subtotal:$1300.00
Discount (%):-$0.00
Tax / VAT (%):$0.00
Estimated Total:$1300.00
How to Write a Winning Project Estimate or Quote
Sending a clear, itemized PDF estimate before starting a job sets professional boundaries, prevents scope creep, and reassures prospective clients that your pricing is transparent. Unlike an invoice (which requests payment for completed work), an estimate outlines the projected deliverables, timeline, and deposit terms.
- Break Projects into Phases: Instead of quoting one big number, break your estimate into logical stages (e.g., Discovery, Execution, Final Delivery) so the client sees the value behind your rate.
- Include an Expiration Date ("Valid Until"): Always set a 14-day or 30-day validity window so clients are motivated to sign off promptly.
- Specify Deposit Terms: Requiring a 25% to 50% upfront deposit protects your cash flow and confirms client commitment.