PDF Estimate Template

While bookkeeping and accounting generally operate with exact amounts and transactions already committed, there are still situations where estimation PDF documents can be used in company records. For example, when you can’t determine the exact amount of expenses or use the accrual method to prepare a company’s monthly financial statements.

Free PDF estimate forms imply an approximate assessment of the project’s cost and the number of upcoming expenses. In most cases, they are not considered by the accounting department precisely because of their inaccuracy. However, in some cases, such an assumption is acceptable; It is better to provide approximate data than nothing at all. That is why clients can request PDF estimating from performers.

As an entrepreneur, you need to use a professional estimate PDF template since a ready-made form with empty fields dramatically speeds up all customer interaction processes. Besides, our online generator allows you to fill out templates for invoices, estimates, and quotes from any device and send them to recipients instantly on the go. So you can provide your customers with the necessary papers on time.

For the PDF estimate form to meet all bookkeeping requirements, it should be clearly structured and contain the following information:

• customer’s contact details;
• info about your business;
• the work that is planned to be performed within a project and the cost of each task;
• materials, products, and equipment that will be required to perform the work, their pricing, and total quantity;
• additional costs like administrative or delivery expenses;
• taxes and fees imposed on the listed goods;
• approximate cost of the whole project;
• duration of work;
• payment methods, terms, and conditions.

Your estimate form should give clients the most complete and detailed breakdown of what exactly you are charging for. In this case, the document can be used for bookkeeping, both by you and customers. Of course, estimates are not always final and may be subject to adjustments. In any case, they give both parties an understanding of upcoming income and expenses. Sometimes, clients prefer to make an advance payment for the planned work. For it, you can use the receipts template PDF to record that money has been credited to your account.

You can fill in the required information on the form on the spot as the assessment progresses or prepare estimation books PDF in advance. Whichever option you choose, you can deliver the finished document to a client in just a matter of seconds by sending it by email or sharing it with a link from any device. In our collection, you will also find an estimate template in Excel, Word, Google Sheets, and other formats. Choose the one that is more convenient for you and your customers.