Free template
Estimate template
Ontario: HST 13%, in CAD
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Project work1 × CA$1,200.00 | 1 | CA$1,200.00 | CA$1,200.00 |
| Expenses1 × CA$480.00 | 1 | CA$480.00 | CA$480.00 |
Price holds for 30 days. Half is due to start and the rest on delivery.
What to include
What goes on an estimate
Clients say yes faster when they can see what they are getting. This template already has every part in place.
- 1Your business and the clientYour name, email and phone, and who you are billing. Add the job address when it differs from theirs. In Canada, add your GST/HST number once you are registered.
- 2An estimate number and a valid until dateA number so the client’s yes matches the right quote, and how long the price holds.
- 3The work, line by lineEach part of the job with its quantity and price. Clear lines mean fewer questions.
- 4Expected costsMaterials, travel or fees you expect to pass on, as their own line.
- 5Taxes and the totalEach tax with its rate, like HST 13% in Ontario or sales tax 6.25% in Illinois, then the total.
- 6Deposit and next stepsWhat is due to start, when the rest is billed, and how the client says yes.
Questions
Something else? Write to support@sumocat.app.
Is an estimate the same as a quote?
Mostly. Many people use the words the same way. Some treat a quote as a fixed price and an estimate as a best guess, so say in the notes whether the price can change.
Which taxes does this template use?
The Canada version uses HST 13% for Ontario, in Canadian dollars. The US version uses sales tax 6.25% for Illinois, in US dollars. They are examples: which taxes apply depends on where you work and what you sell, so check with your tax authority.
Is this template free?
Yes. Open it in the free estimate generator, change anything, and download the PDF with no sign up and no watermark. To keep your clients and prices and send each estimate from your iPhone, use the Sumocat app with a free account.
Send the estimate.
Win the job.
- Free to download
- No caps on invoices
- Works offline