Use this when

You have enough information to price a prospective job.

Then

Convert an accepted quote into a work order.

Review before sharing

Check names, dates, totals, and scope. Use a secure system for sensitive details that do not belong in a simple form.

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Live document preview1.0.0

Your business

Estimate & Quote

1.0.0

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Agent-readable document text

ESTIMATE & QUOTE
Document version 1.0.0


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Template notes

Practical review notes

This template helps create a consistent business record from the information you provide. Review it for accuracy, keep the supporting approval or receipt with the finished file, and use qualified advice when legal, tax, payroll, regulated, or location-specific requirements matter.

Good practice

Use a consistent document number.
Keep the source approval or receipt with the form.
Review names, dates, totals, and scope before sending.

Machine access

Agents can inspect and validate the same versioned fields used here.

View JSON Schema →

Inspect JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/estimate-quote.json",
  "title": "Estimate & Quote",
  "description": "Present a clear scope, itemized price, validity period, and practical assumptions before the client approves work.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "business_contact": {
      "title": "Business contact",
      "type": "string"
    },
    "business_email": {
      "title": "Business email",
      "type": "string",
      "format": "email"
    },
    "business_phone": {
      "title": "Business phone",
      "type": "string"
    },
    "client_name": {
      "title": "Client or company",
      "type": "string"
    },
    "client_contact": {
      "title": "Client contact",
      "type": "string"
    },
    "client_email": {
      "title": "Client email",
      "type": "string",
      "format": "email"
    },
    "document_number": {
      "title": "Estimate number",
      "type": "string"
    },
    "issue_date": {
      "title": "Issue date",
      "type": "string",
      "format": "date"
    },
    "valid_until": {
      "title": "Valid until",
      "type": "string",
      "format": "date"
    },
    "project_name": {
      "title": "Project or job",
      "type": "string"
    },
    "scope": {
      "title": "Scope and assumptions",
      "type": "string"
    },
    "payment_terms": {
      "title": "Payment terms",
      "type": "string"
    },
    "tax_rate": {
      "title": "Tax rate (%)",
      "type": "number"
    },
    "line_items": {
      "title": "Line items",
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "quantity",
          "rate"
        ],
        "properties": {
          "description": {
            "type": "string"
          },
          "quantity": {
            "type": "number",
            "minimum": 0
          },
          "rate": {
            "type": "number",
            "minimum": 0
          }
        }
      }
    }
  },
  "required": [
    "business_name",
    "client_name",
    "document_number",
    "issue_date",
    "project_name"
  ],
  "x-form-version": "1.0.0"
}