Download the free estimate template
Fill in the form to get an estimate template as an editable PDF. We’ll also link you to a guide on how to use it.
Using this estimate template
Just add estimated prices and quantities, and the template will do the math for you. For more on how to use this estimate template, see our how-to guide (we’ll send the link along with the template).
Add GST/HST, or don't
Check what tax rate applies (if any) and add it to the appropriate boxes. If there’s no tax, just put 0%.
Helping future-you get paid
It’s a good idea to put your payment terms in the box provided. That way your prospective client will know how and when you will expect to be paid. It helps to be clear about these things up front.
Disclaimer: Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.
Go from quote to invoice in one smooth move
Create and share quotes on Xero and convert them easily to invoices when you win the job. You can process payments through the same system.
- Send online estimates and quotes that customers can click to accept
- Instantly convert your estimate to an invoice on billing day
- Accept instant online payments through your Xero invoice