Estimate / Quote Generator

Estimate / Quote No.
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Your Company
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Description* Qty Unit Unit Price Taxable Line Amount
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Subtotal
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Sales Tax (0% — materials only)
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Shipping / Handling
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Other Fees
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Total
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How to Fill Out Your Estimate / Quote

Quick checklist for every field. This is a quote — not an invoice.

Estimate / Quote No.
A unique ID, e.g., EST-2025-0914-001.
Issue Date / Valid Until
The creation date and expiration window (typically 7–30 days).
Customer PO (if any)
The customer’s purchase order number, if provided.
Your Business
Legal business name, address, phone, email (website/logo optional).
Bill To
Customer/company name plus billing address and contacts.
Job Site / Ship To
Service or delivery address, if different from billing.
Line Items
Description, Qty (ea/hr/ft), Unit (pcs/hr/ft), Unit Price, Taxable? (materials are usually taxable; service taxability varies by state/county).
Totals
Subtotal, Sales Tax (%) based on the Job Site address, Shipping/Handling, Other Fees, Total.
Payment Terms / Deposit
e.g., Due on acceptance or Net 15. Add a deposit (amount or %) if required.
Notes / Scope & Exclusions
Brief scope, estimated lead/installation times; exclusions (permits, prep/patching, debris haul-away, etc.).
License No. / Tax Exemption
Contractor license (where regulated); tax-exempt certificate details if applicable.
Customer Acceptance
Consent checkbox + Full Name / Title / Email / Date.
Important (U.S.): Sales tax is calculated using the Job Site / Ship To address. Service tax rules differ by state/county.
Before sending
Number, dates, and expiration are filled in.
Taxable vs. non-taxable items are marked correctly.
Terms, deposit, notes, exclusions, and license info (if required) are included.

Filled-out Example (demo)

Estimate / Quote No.EST-2025-0914-001
Issue Date2025-09-14
Valid Until2025-09-28
Client PO #PO-28971
Payment TermsDue on acceptance (or Net 15 by agreement)
Deposit Due$500.00
License #CA C-7 123456 (Low Voltage Systems)
Tax-Exempt—
Your Company
Summit Secure Solutions LLC
1200 Market St, Suite 250, San Francisco, CA 94103
+1 (415) 555-0138 · sales@summitsecure.com
Bill To
Oak & Pine Coffee Roasters Inc.
785 Valencia St, San Francisco, CA 94110
+1 (415) 555-0199 · accounts@oakpinecoffee.com
Job Site / Ship To785 Valencia St, San Francisco, CA 94110 (same address)
DescriptionQtyUnit Unit PriceTaxableLine Amount
IP Cameras (indoor), 4MP6pcs$129.00Yes$774.00
8-channel NVR, 2TB HDD1pcs$399.00Yes$399.00
Installation Labor (cabling, setup)8hr$85.00No$680.00
Subtotal$1,853.00
Sales Tax (8.75% — materials only)$102.64
Shipping / Handling$35.00
Total$1,990.64
Notes / ScopeDeliver and install six cameras plus NVR. Surface-mounted cable management, remote-access setup, basic handover. Estimated duration: 1 day.
Exclusions & AssumptionsPermits/inspections, availability of 120V outlets at camera locations, wall patch/paint, debris haul-off.
Customer AcceptanceAccepted by: Ava Martinez (General Manager)
Email: ava@oakpinecoffee.com · Date: 2025-09-14 10:30

Disclaimer: This is an estimate/quote, not an invoice or contract. Sales tax is added where applicable based on the Job Site address.