Quote and Estimate Builder
Choose whether the document is a quote or an estimate, describe the work in your own words, and list the labour, materials and any allowances. Every line is worked out with exact decimal arithmetic, and the total is the sum of the lines you see.
An allowance marked as included is a provisional amount that counts in the total; an option that is not included is listed but never added. Create the PDF, check it page by page, then download it. It is made in your browser and is not uploaded or stored by Zerdly.
Downloads: PDF, Project file, CSV
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How to use the Quote and Estimate Builder
- Pick a layout: compact table, detailed breakdown, or a summary with every line in an appendix.
- Choose Quote or Estimate, then enter your business, the customer, a reference, the date and how long the price is valid.
- Add labour and service lines, and materials if you want them subtotalled separately.
- Add allowances for items not yet chosen, and switch Included off for optional extras the customer may add.
- Write the scope and anything not included, choose Create document, check it under View your document, then download the PDF or the CSV.
Example
A bathroom retiling quote in Australian dollars: three labour lines (one with a 10% discount), two materials, a 900.00 shower-screen allowance in the total and a 480.00 towel-rail option listed but not added.
What it does not do
- It does not add terms and conditions, an acceptance block or a signature line, and it does not make the price binding.
- GST and tax-inclusive pricing are not calculated; amounts are shown exactly as you enter them.
- A logo can be added only after confirming you have the right to use it.
- Up to 250 pages and 500 entries in any list.
Documents are made in your browser and are not uploaded or stored by Zerdly. Check the finished document before you use it.
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