Make estimating costs accurate and straightforward with our free Estimate Receipt Template, compatible with Google Sheets, Excel, Word, Google Docs, and PDF.
Designed for clarity and easy editing, it helps you provide professional estimates every time.
Browse our full selection of free editable receipt templates for more business solutions.
What Is an Estimate Receipt Template?
An estimate receipt template is a pre-formatted document that businesses use to provide customers with a projected cost breakdown for products or services before the actual work begins or the purchase is finalized.
This template streamlines the proposal process and sets clear expectations between service providers and clients regarding pricing and scope of work.
Download Spreadsheet Daddy’s Free Estimate Receipt Template
Our Estimate Receipt Template provides a professional format for documenting transactions and payments between businesses and clients.
What’s included
- Comprehensive company branding section: Dedicated input fields for your business name, email address, physical address, and phone number at the top of the receipt, ensuring professional identification and easy customer contact information on every transaction.
- Detailed customer and transaction information: Dual-column layout featuring “Bill To” fields that capture customer name, email, address, and phone number, alongside transaction-specific details including receipt date, receipt number, and payment method, ensuring complete record-keeping for every sale or service transaction.
- Flexible itemized transaction table: Four-column structure with Description, Quantity, Unit Cost, and Amount fields, featuring pre-formatted rows, allowing you to list multiple products or services with precise pricing breakdowns for transparent billing.
- Automated financial calculation section: Built-in subtotal field, customizable tax rate percentage input, automatic tax amount calculation, and total amount due display, streamlining your payment processing and ensuring accurate financial documentation with every receipt.
You can easily customize the layout by adding or removing columns to match your specific business requirements.
Select a link below to download your free blank estimate receipt template in the format that works for you:
How to Use Our Estimate Receipt Template
1. Save this estimate receipt template as an Excel, Word, or PDF file, or open it in Google Sheets/Docs to edit.
2. Enter your company details at the top, including your name, email, address, phone number, and logo.
3. Complete the “Bill To” section with your client’s information, along with the estimate date, estimate number, and payment method.
4. List the items or services you’re providing, including quantity and price. The template will automatically calculate each line total.
5. Apply the appropriate tax rate. The template will then calculate the subtotal, tax, and total amount due.
6. Use the Notes section to include any essential instructions or details relevant to the estimate.
