Estimate Template

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Estimate Template

One has to think about multiple things when running a business — that implies hiring professionals, managing their work, evaluating their performance, using the latest technologies, creating vivid advertisements, and so on. But that is obvious — no business will survive without the clients and customer loyalty.

What Can You Do to Attract and Save Clients?

There exist a number of various methods and techniques, leading companies’ top managers through creating a list of customers, who have been satisfied by the service their entities performed and are ready to work with them again. Here is what you might decide to do:

  • Request feedback;
  • Try different types of loyalty programs;
  • Transparently show your company’s values;
  • Never stop to grow and improve the quality of your product;
  • Take care of creating the most reasonable prices for your clients.

If you do not intend to create a binding contract or are unsure about the total cost of your job, one minor practical thing that can be recommended here — using a Job (or Work) Estimate Template.

What Is an Estimate Template?

Clear documentation is of utter importance for every client. Estimate Template is a piece of paper you will deliver to your customer to show the expected job cost in writing. This document is widely used among contractors, IT specialists, designers, project managers, and other specialists (either individual entrepreneurs or persons representing a company). There are numerous types of this paper, depending on the kind of service you provide, helping you establish efficient financial-wise communication with the buyer.

Other Charts and Tables

There are even more fillable charts and tables forms we provide. Down below, we listed some of the more popular PDFs under this category. Moreover, remember that it is possible to upload, fill out, and edit any PDF form at FormsPal.


How to Complete This Form Correctly?

Estimate Template is not an official governmental form, making it easy to create and fill out one. First, you should decide upon all elements of your work the customer needs to be aware of and describe them in the paper. Then, you will be able to use the same standard document for each customer.

You may want to look for the ready-made document on any web pages you find trustworthy or choose to use our form-building software and get yourself your own customized Estimate Template.

Follow the four easy steps hereunder to fill it out successfully.

Input Customer Information

step 1 input customer information - filling out an estimate template
Begin by entering your client’s full name, mailing address, and contact telephone number.

Insert the Company’s Representative’s Data

step 2 insert the company’s representative’s data - filling out an estimate template
In the top right corner, you will see several fields to be completed with the specialist’s complete name, location (if we talk about working out of the office), and a start date (month, date, year).

Describe the Type of Job You Will Provide

step 3 describe the type of job you will provide - filling out an estimate template
Enter all the details about the service you will perform. Do not miss any part of the job you are supposed to do on this project and provide evidence the price is fair. Do not forget to write down how much profit you aim to get.

Provide Itemized Estimate

step 4 provide itemized estimate - filling out an estimate template
List all the materials your client has to pay for so that you can successfully implement the project. Indicate the price in US dollars on the right, count the subtotal, add tax, and finalize the calculations in the “Total Estimated Job Cost.”

By law, the form does not have to be witnessed or notarized. However, if you are about to provide high-priced service, the customer might want to add an extra level of protection not to find themselves in a situation of overpayment. This is good for you as well — in case the customer delays the monetary compensation for the work, you can, for instance, file a lien.