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An online estimate generator is a web-based tool that helps you create online estimates. It lets you create estimates with all the necessary information and instantly download the same as a PDF document. For example, the InvoiceOwl estimate generator allows you to design and make estimates on the go.
InvoiceOwl’s online estimate software lets you create professional estimates from wherever you are! All it needs is an internet connection.
Create professional estimates easily with all the essential information in just a matter of minutes.
Edit your estimates according to your brand logo and your company contact information.
Don’t waste time by starting from scratch, make use of professional estimate templates for maximum effectiveness.
Create estimates from anywhere irrespective of the device or the browser.
Automate cost, tax, and discount calculation and reduce touchpoints to avoid discrepancies.
Easily convert the estimates into invoices with a single click and get paid faster.
You don’t want to confuse the client, right? Therefore, the estimate you generate must be titled “Estimate” clearly. Otherwise, the client might misunderstand your estimate with an invoice.
Moreover, the document is not considered legally binding without the title. And if it is not clearly mentioned, the client might misplace it too.
The estimate date is the day the estimate is issued. This is of a significant value in the estimate. It helps to dictate how long this estimate is valid. Other than that, the estimate date also helps businesses to manage, track, and sort estimates.
The estimate number is the unique identification number assigned to the estimate. Estimate number helps to keep track of estimates and organize them. The estimate ID number plays a vital role when cross-checking the corresponding invoice.
The number can be numerical or a mixture of digits and alphabets as well. For example, the fourth estimate for the “xyz” client could be numbered as “#xyz04”. Or another method of numbering the estimate is by date. For example, the seventh estimate of the month could be numbered as “Nov/21#07”.
The “valid until” date is the date until when the estimate is valid. Generally, businesses provide a time to sign the contract. And the valid until the date is the last date for signing the contract at the quoted cost. If the business fails to secure the deal, they might have to ask for a revised estimate.
The vendor company logo is for branding the estimate. The logo helps customers to verify the estimate’s genuineness. Moreover, estimates are a great opportunity for vendors to market the brand. Therefore, your logo adds to our professionalism.
If you are sending an estimate, you must mention the addressee, right? The Client’s company information is similar to the “To” on any document. It helps you send estimates to the right person. Furthermore, the client’s business information reduces the chances of misplacing the generated estimates.
Therefore, you need to include the client’s physical address, contact number, email address.
Just like all the legally binding documents, every estimate needs to mention whom it is from. The vendor company’s details state the sender’s details. Without the vendor’s contact information, the customer would not know whom to contact in case of doubt and even worse whom to pay.
Shipping address is the address where you are supposed to deliver the goods. The shipping address doesn’t need to be the same as the client’s address. Therefore, you need to mention it clearly on the estimate. Other than that, the shipping address justifies the shipping costs.
However, if the billing and shipping addresses are the same, you can always write —same as the billing address, in the column.
Purchase item details are mandatory for every estimate. Each product/service to be rendered should be mentioned with its name, description, quality, rates, and the total estimated cost.
Line items provide a cost breakup of the total amount and maintain transparency and double ensure the total number of items to be sold.
The law binds the customer to pay tax whenever they buy any goods. Thus, mentioning the tax rates and respective calculations is essential.
Generally, the cost of the goods does not cover the shipping cost. In such cases, businesses charge shipping fees in addition to the subtotal. Not showing the shipping charges might confuse the customer.
Terms and conditions guide the customer in making payments. Terms and conditions let the customer know all the available payment gateways they can use to pay you, instructions for claiming a refund, and consequences if they miss to pay you on time. These terms and conditions help your business avoid lawsuits.
The estimated amount that the customer has to pay the business is mentioned as the —estimated amount. The customer is supposed to pay the vendor the amount mentioned at the time agreed in the contract. This is the most highlighted part of the estimate.
An estimate is one of the first documents that you as a vendor send your customers. Therefore, estimates set the first impression of you as a brand on your clients. Thus, estimates need to be professional and accurate.
So, here are a few quick tips for creating effective estimates.
Create estimates as precise as possible. Clients do not appreciate hidden costs at all. It may hamper your brand image as well. Thus, include all the fees you charge.
The easier it is to understand, the more you have the chance to get it accepted by the client. Thus, use the InvoiceOwl estimate templates and create easily understandable estimates in no time.
When sending an estimate, you need to send a contract along with it. This shows your professionalism and protects you from future misunderstandings.
InvoiceOwl is an easy-to-use, free estimate generator. It allows you to create customized estimates with pre-designed templates for maximum effectiveness. So, follow these simple steps to create an estimate in just a few seconds.
Click on the “Settings” button in the upper right corner to customize the free estimate template.
It will open the settings window.
Select from the six predefined templates for creating branded and professional-looking documents.
Now, customize the:
Once you have customized the template, click on the —Save.
To upload your business logo, click on the “add logo” box, and upload the logo in an image format (such as png, jpg, or svg) from your computer.
Tap on the box “From” to fill in your business name, contact number, mailing address, and email address.
To enter the customer’s address, click on the “Bill To” field and enter the name, contact number, physical address, and email address.
Similarly, enter the shipping address. If the shipping address is the
same as the billing address, check the “Shipping address same as billing address” option.
It will auto-fill the shipping address the same as the entered “Bill To”.
Next are the estimate details such as:
To add line items to the estimate, enter the sale item’s name, description, price, and quantity. And it will automatically calculate the total cost of the item.
Once you have entered the item details, hit the “Add New Item” button.
You can add as many items as you want to the estimate, and our free estimate generator will automatically calculate the subtotal and total.
To calculate the total balance due, you need to enter:
Our estimate creator lets you feed discounts and taxes as percentages or directly in fixed value amounts.
Enter the shipping charges, and it will automatically calculate the total and the estimated amount to the decimal digits you previously selected in Settings.
Adding notes and terms helps you personalize the estimate and guide your customers in making the payment, such as providing your bank details for a wire transfer.
To add the notes and terms, select the respective field and type in your notes and/or terms and conditions.
You have now generated a professional estimate.
Once you have generated the estimate, you can preview it online.
Click on the preview button in the menu on the right side.
Once the preview is generated, you can change the estimate template without losing any data at the preview stage too.
When you are satisfied with how it looks in the preview, click on the send button in the menu on the right side.
It will ask you to confirm the “From & Bill To” email addresses.
Make sure the email addresses are correct and hit the send button.
This will send the estimate directly to the “Bill To” email address as a PDF file.
If you want to save the estimate to send it later offline, you can click on the “download” button, and you will get the printable PDF file, which you can either save as a copy on your computer, or print-off to send via offline means.
This online estimate maker narrows down the possibility of human errors like typing mistakes and mathematical errors by eliminating the most human touchpoints.
Our estimate generator lets you generate estimates for free. Moreover, if you want to edit an estimate, you can do that without paying extra costs.
This estimate creator provides you with a professional estimate as a PDF file. Therefore, it lets you send the estimate via email.
Since our free estimate maker is free to use, you can create and send estimates without any registration or commitment. Get your hands on it for free before you invest.
The InvoiceOwl estimate generator runs on all the major web browsers, such as Google Chrome, Firefox, and Safari. Thus, you can use this online generator to create estimates on your smartphone, desktop, laptop, and tablet too.
The Online InvoiceOwl estimate maker is free to use and does not demand any commitment. You can generate, send, and instantly download an estimate in the PDF format using this free estimate maker whether you have a registered account or not.
Yes, you can! InvoiceOwl estimate maker lets you easily create the estimate and edit it as well. You can edit the estimate when done with the design too. You even get the chance of changing the estimate template at the time of preview without losing any data.
Yes! The InvoiceOwl estimate generator lets you create and send estimates, invoices, credit memos, and purchase orders for free.
If you have added an extra item by mistake, you can easily remove the item by clicking on the remove this item below the particular item.
Yes! You can generate a PDF estimate that you can share online, save & send via mail, or print them out to give to your clients in person.
Valid Until date is the last date to seal the deal. If the customer does not accept the estimate before the “Valid Until” date, the offer no longer stays from the vendor side. If the customer wants to sign the contract after it, they have to request a new estimate from the vendor.
This is due to the fluctuation of rates of the services/products.
An estimate is an approximate amount that the vendor projects before selling the service or the product. It is issued to give an idea about the cost that the customer will have to pay. Whereas, an invoice states the accurate amount owed by the customer. It is issued to request payment.
A purchase order is sent by a customer to the vendor for raising the requirement. On the other hand, an estimate is used to notify the customer about the approximate amount that the customer has to pay for the services/products.
A credit memo is issued to notify the customer about the balance he/she has. And an estimate is used to propose an approximate amount for selling service/products to a customer.
Yes, you can charge your customers for sending estimates. This helps you to attract genuine leads only.
Converting the estimate into an invoice is extremely simple with InvoiceOwl. All you have to do is a single click. InvoiceOwl lets you convert the estimate into an invoice without losing any data.
The InvoiceOwl estimate generator is a 100% free web-based estimate tool that lets you create estimates without installing any software.
Estimate templates are the pre-defined estimate design layouts. These layouts are designed by the experts and are for maximum effectiveness.
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