Follow this example of an estimate to create your own. It shows what belongs on an estimate, and where those pieces of information go. You can copy the format for your next estimate.
Example estimate format
Estimates open with customer and supplier details, then list the goods or services to be sold. Prices are added together at the end, along with taxes if they apply.
Be clear if the price is tax exclusive.
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Quote and bill at speed
Create great-looking quotes online and convert them to invoices as soon as the job’s won with Xero.
Estimate format can make all the difference
Your estimate needs to work for you. Customers are busy and may have a lot of estimates to go through.
Yours needs to show what they get, make pricing clear, and explain any taxes. Include contact details so they can easily bring follow-up questions to you.
Put an expiry date on your estimate. You can follow up with them before it runs out, which will show that you’re keen to win the job.
Use this estimate example to format your first few and go from there. You’ll eventually want to add your own touches, like a logo. You can build your own template with quoting software.