Free Estimate Template
Send a professional estimate before starting work. Client approves, you convert to an invoice. No back-and-forth on pricing expectations.
Construction estimate
Materials, labor, progress billing, project address. For general contractors and subcontractors.
Create →Freelance quote
Scope of work, hourly or fixed fee, deliverables, timeline. For designers, developers, and consultants.
Create →General estimate
Any service or project. Line items with quantity, rate, and total. Works for any trade.
Create →What each estimate includes
- Your business name and contact info
- Client name and project address
- Estimate number and date issued
- Valid-until / expiry date
- Line items with qty, rate, and amount
- Subtotal, discount, and tax
- Total amount due
- Notes and terms section
- Professional PDF output
Estimate to invoice - Pro feature
The most common workflow: send an estimate, client approves, you do the work, then you need an invoice with the same line items but different status.
On Pro and Business plans, a single button converts the estimate into a numbered invoice. All items, amounts, and client info carry over. You change the date and send.
Pro plan - $12.42/mo billed annually
Unlimited estimates, estimate-to-invoice conversion, logo on documents.
See pricing →Related guides
Step-by-step tips for freelancers, landlords, sellers, and small business owners.
When to send an estimate instead of an invoice
An estimate is a proposal. An invoice is a bill. Send an estimate when the client has not agreed to pay a fixed amount yet. Send an invoice when work is done or a milestone is due for payment. Mixing the two confuses homeowners and slows approvals.
Good estimates break the job into readable line items with quantities, rates, and an expiry date. Construction jobs might separate demo, materials, labor, and permits. Freelance quotes might list deliverables with a fixed fee per milestone. Notes about change orders belong on the document so extra work requires a new approval.
InvoDraft estimate templates share the same clean PDF style as our invoices. When the client says yes, Pro users convert the estimate without retyping line items. Free users still get several documents monthly to test the workflow on real jobs.
Written by Jainendra Yadav, founder of InvoDraft. Learn more about who we are.
Frequently asked questions
Can I convert my estimate to an invoice?
Yes, on Pro and Business plans. Create an estimate, send it to your client, and when approved, convert it to a numbered invoice in one click. All line items and data copy over automatically.
What is the difference between an estimate and a quote?
Functionally the same in InvoDraft. You can label the document as Estimate, Quote, or Proposal. An estimate is typically an approximate price range; a quote is a firm, fixed price commitment.
Can I create a construction estimate with materials and labor separately?
Yes. The Construction Estimate type includes separate line item rows where you can label materials, labor, permits, and any other cost category clearly.
Is the estimate template free?
Yes. Free includes unlimited watermarked downloads. No credit card required.
Can clients approve the estimate online?
Not yet - that feature is on our roadmap. For now, you download the PDF and send it to your client via email. They sign and return it, or reply with approval.
What if the actual cost changes after I send the estimate?
Estimates are non-binding unless you specify otherwise. Send a revised estimate if the scope changes, or include a note about price variance terms in the Notes field.
Send your first estimate today
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