Recommended estimate structure
client and project → itemised scope → time and rate → adjustments → total
The template is deliberately compact. Add assumptions, validity dates or legal terms separately when your business or local rules require them.
Use a simple structure that clients can review: project identity, itemised scope, time, rate, commercial adjustments and a final total. Build the document in the calculator instead of editing a fragile spreadsheet template.
Build my estimate from the templateclient and project → itemised scope → time and rate → adjustments → total
The template is deliberately compact. Add assumptions, validity dates or legal terms separately when your business or local rules require them.
01 Discovery and requirements. 02 Core deliverable. 03 Responsive or format adaptations. 04 Included revision round. 05 Handover. Add expected hours and a rate to every paid line, and mark included extras as complimentary.
Use deliverables from the actual project rather than sending generic placeholder text.
Show revision rounds, meetings and handover explicitly so they do not become invisible unlimited work.
Check the document preview, then print it as PDF and keep a copy of what was sent.
Yes. Reuse the structure, but update the tasks, assumptions, time and price for every client.
Yes. State the included revision work clearly. Extra revisions can then be estimated separately.
Not automatically. Review the document and add the commercial or legal terms required in your jurisdiction.