Quote or estimate?
People use the words interchangeably, but there is a useful distinction. An estimate is an informed approximation that can change as the work becomes clearer. A quote is a fixed price for a defined scope. This template works for both — what makes it one or the other is how you word the scope box and whether you call the total "estimated" (the label on the form).
What's on the form
- Quote number, date and a valid until date — prices for materials and availability change, so a quote should expire.
- From and Prepared for blocks.
- 10 line items with description, quantity, unit price and amount.
- Subtotal, estimated tax and estimated total.
- A Scope, assumptions and exclusions box.
- An acceptance line where the client signs and dates.
The scope box does the heavy lifting
Most pricing disputes come from what the quote didn't say. Use the scope box to state what is included, what isn't ("permits not included", "two rounds of revisions"), the assumptions behind the price, and when work can start. A signed acceptance turns that text into the reference both sides go back to.
From quote to invoice
When the client accepts, reuse the same line items on the invoice template and reference the quote number, so the client's accounts team can match them.
FAQ
Can the client sign it online?
Yes. Send them the filled PDF; they can open it in Fill & Sign PDF, draw a signature on the acceptance line and send it back — no account needed on either side.
Does the form calculate totals?
No. Amounts and totals are typed in; Fill & Sign doesn't run calculation scripts.
How long should a quote stay valid?
There is no fixed rule — 14 to 30 days is common for services; shorter when material prices move quickly. Whatever you choose, write it in "valid until".