Google Sheets Estimate Template

Estimates are an essential part of the workflow for many businesses. Unlike invoices, a free estimate Sheet has a different purpose and is used to notify clients about the cost and timing of the projects of interest to them. While you can make a rough assessment of upcoming work and draw up documents manually, it is best and most convenient to use ready-made templates.

They are incredibly handy for several reasons:

• speed up the workflow and save your time;
• allow you to write out papers on the go;
• minimize errors and inaccuracies in the future;
• automate the creation of subsequent documents: purchase orders, invoices, receipts, etc.
• with their help, you can do bulk emailing of forms.

Our estimate Sheet template provides maximum flexibility so that you have a versatile tool at your fingertips for assessing projects of any complexity. As in the invoice template Google Sheets, you can add to it:

• any number of items;
• enter information about services with different types of rates (hourly or flat);
• insert products with a piece charge;
• add taxable and non-taxable goods;
• provide discounts and shipping;
• list several convenient payment methods;
• add notes and tips, and more.

By entering all the information about your available goods and services into the Google Sheets estimate template, you give customers a clear understanding of what they will receive by contacting you and how much they will need to pay.

The completed estimation Excel template (or any other format) should be provided to clients upon request and not by any specific deadline. At the same time, you need to indicate in the document the period during which your offer is valid since prices and assortment may change over time. After this period, they will have to request a new assessment. You should not indicate in the estimate template Google Sheets those services or goods you cannot provide so as not to mislead orderers.

When using our estimate Sheet format, you get the form on your Google Drive. You can change its title and enter all the required information in any browser on a PC, laptop, or smartphone or using our app. Prepare the document in advance or fill it out on the spot and send it to a client by email or link right away.

In our extensive library, you will find templates for receipts, quotes, purchase orders, and invoices that you can use in the following stages of customer interaction. They are all accessible from any device with an Internet connection, so you can fill them out wherever you are.