Sheet template · Finance
Quote / Estimate
Prepare a clear proposed price before work begins with customer details, line items, tax, and an expiration date.
Consultants, agencies, and service businesses preparing a simple proposed price for a customer.
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Structured preview
Quote / Estimate at a glance
Preview only4 columns · 4 sample rows
| Service / item | Quantity | Rate | Amount |
|---|---|---|---|
| Workflow setup | 1 | $950 | =B9*C9 |
| Team training | 2 | $225 | =B10*C10 |
| Subtotal | =SUM(D9:D10) | ||
| Total | =D12+D13 |
An estimate proposes pricing before work or payment; use Invoice for a request for payment after the terms are agreed.
What's included
- Customer and estimate details
- Expiration date field
- Line-item quantity, rate, and amount formulas
- Subtotal, tax, and total formulas
How to use it
- 1Replace the customer, dates, and estimate number before sharing.
- 2Keep the scope and line items aligned with the proposal or conversation that supports the estimate.
- 3Confirm the final terms before converting the agreed work into an invoice.
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