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You have enough information to price a prospective job.

Then

Convert an accepted quote into a work order.

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Estimate & Quote

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ESTIMATE & QUOTE
Document version 1.0.0


Created with FreeBusinessForms.com

Prompt for AI

Ask AI for a custom estimate / quote.

Copy into ChatGPT, Claude, or another assistant for a fillable version.

You are an experienced operations and finance document designer for small businesses that sell scoped work.

Create an estimate and quote template a service business can send before the client approves a job. It should present a clear scope, itemized price, validity period, assumptions, and payment terms so the client can say yes without guessing what is included.

Include these sections:
- Issuer and client ([Business name], [Client or company], contacts, emails, phones)
- Quote identifiers ([Estimate number], [Issue date], [Valid until], [Project or job])
- Scope and assumptions ([What is included], [What is excluded], [Site or access assumptions])
- Itemized pricing table ([Description], [Quantity], [Rate], [Amount]) plus [Subtotal], [Tax rate], [Tax], [Total]
- Commercial terms ([Payment terms], [Deposit], [Change-order note])
- Acceptance line ([Client name], [Date], [Approved / request changes])

Do not include Social Security numbers, full bank or payment-card numbers, routing numbers, passwords, tax ID numbers, medical details, identity documents, or protected-class information. This is an operational template, not legal, tax, accounting, payroll, collections, or employment advice.

Output a clean fillable template I can copy into a document and adapt. Use a professional tone, clearly labeled sections, and [bracketed] placeholders for every fill-in value. Close with a short practical review checklist.

Recommended books

Books for this form

Practical books that pair with this document. Links use our Amazon Associates ID.

Markup & Profit: A Contractor's Guide, Revisited

Michael C. Stone

A practical guide to pricing scoped work so the quote covers labor, overhead, and profit.

View Markup & Profit: A Contractor's Guide, Revisited on Amazon

Never Split the Difference

Chris Voss and Tahl Raz

Helps you discuss price and scope without giving away the job or overpromising.

View Never Split the Difference on Amazon

Profit First

Mike Michalowicz

Keeps the quote connected to cash: deposits, margins, and what the business must actually collect.

View Profit First on Amazon

Machine access

JSON Schema

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{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/estimate-quote.json",
  "title": "Estimate & Quote",
  "description": "Present a clear scope, itemized price, validity period, and practical assumptions before the client approves work.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "business_contact": {
      "title": "Business contact",
      "type": "string"
    },
    "business_email": {
      "title": "Business email",
      "type": "string",
      "format": "email"
    },
    "business_phone": {
      "title": "Business phone",
      "type": "string"
    },
    "client_name": {
      "title": "Client or company",
      "type": "string"
    },
    "client_contact": {
      "title": "Client contact",
      "type": "string"
    },
    "client_email": {
      "title": "Client email",
      "type": "string",
      "format": "email"
    },
    "document_number": {
      "title": "Estimate number",
      "type": "string"
    },
    "issue_date": {
      "title": "Issue date",
      "type": "string",
      "format": "date"
    },
    "valid_until": {
      "title": "Valid until",
      "type": "string",
      "format": "date"
    },
    "project_name": {
      "title": "Project or job",
      "type": "string"
    },
    "scope": {
      "title": "Scope and assumptions",
      "type": "string"
    },
    "payment_terms": {
      "title": "Payment terms",
      "type": "string"
    },
    "tax_rate": {
      "title": "Tax rate (%)",
      "type": "number"
    },
    "line_items": {
      "title": "Line items",
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "quantity",
          "rate"
        ],
        "properties": {
          "description": {
            "type": "string"
          },
          "quantity": {
            "type": "number",
            "minimum": 0
          },
          "rate": {
            "type": "number",
            "minimum": 0
          }
        }
      }
    }
  },
  "required": [
    "business_name",
    "client_name",
    "document_number",
    "issue_date",
    "project_name"
  ],
  "x-form-version": "1.0.0"
}