Free quote & estimate template

Win the work before you bill it. This opens a professional quote already set up with a fixed-price line and a validity note — titled "Quote," not "Invoice," with a "valid until" date instead of a due date. Edit it, send it, and when the client says yes, switch it to an invoice with one dropdown.

Quote or estimate — which one?

The words get used loosely, but the distinction matters to a client:

• A quote is a fixed price. If they accept it, that's the price — so only quote when the scope is clear.
• An estimate is your best approximation. It signals the final figure may move, which is honest for open-ended work but weaker as a commitment.

Billfold does both: pick Quote or Estimate from the Type dropdown and the document re-labels itself accordingly (the estimate even reads "Estimated total").

What a good quote includes

• A clear scope. One line per deliverable beats a single vague number. It tells the client exactly what they're buying — and what they're not.
• A validity period. "Valid for 30 days" protects you from a client accepting a six-month-old price after your costs have changed.
• Optional add-ons as their own lines, so the client can opt in without you re-quoting.

From quote to paid, without re-typing

When the client accepts, open the same document, switch the Type to Invoice, and it becomes a proper invoice — same client, same line items, now with a due date and a unique invoice number. No re-keying, no copy-paste, no second tool.

See also: invoice vs receipt vs quote and what must be on an invoice.