Preview
A client-ready estimate in PDF format
The template includes a header, client details, line items, totals summary, validity date, notes, and terms for a clear final document.
Free template
Free PDF estimate template
Use a client-ready template when you need to share a clear, polished estimate without rebuilding the document from scratch.
Free to start. Create, send, and sign estimates from one place.
Ready to printProfessional formatIncludes totals and terms
How to use it
Customize the header
Replace the sample details with your company, client, and estimate number. The PDF should clearly show who is sending it.
Organize line items
Group similar items and keep descriptions readable. The goal is to help the client approve without confusion.
Export and send
Review totals, taxes, currency, and validity before sending. If you need tracking and signature, create it directly in Quotive.
Common mistakes
Sending a PDF without context
Include scope, terms, and validity. A total without context usually creates avoidable follow-up questions.
Using a hard-to-read layout
Prioritize hierarchy, spacing, and visible totals. The PDF should support a decision, not look improvised.
Not showing how to accept
Tell the client whether to reply by email, sign, or approve through a link. The next step should be obvious.
Frequently asked questions
Is the PDF estimate template free?
Yes. You can download the PDF for free and use the printable version to adapt it to your business.
Can I edit the PDF directly?
The PDF is a client-ready reference. For easier editing, use the printable HTML version or create the estimate in Quotive.
Is it better to send a PDF or a link?
A PDF works well for a fixed document. A Quotive link adds tracking, comments, and simple e-signature.
Can I use it for products and services?
Yes. The structure works for products, services, packages, and projects with multiple line items.