Free estimate template

Download an estimate template and pitch for that next job. And learn how quoting software can make everything easier.

A laptop displaying an estimate template

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 maths 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 sales tax easily

Check what tax rate applies (if any) and add it to the appropriate boxes. If there’s no tax, just leave blank.

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.


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.

  • Included
    Send online estimates and quotes that customers can click to accept
  • Included
    Instantly convert your estimate to an invoice on billing day
  • Included
    Accept instant online payments through your Xero invoice
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