CCoreCRMHub
Document tools

Estimate Builder

Give a customer a clear idea of the cost before work starts. Add your details, line items, discount and tax, check the A4 preview and save a PDF. Everything stays in your browser.

Saved automatically in this browser only

Quote details

Reference, dates and project

From & to

Who is quoting whom

Logo

Line items

Make every deliverable easy to understand

Discount & tax

Applied to the subtotal

Terms & notes

Payment terms appear at the bottom of the quote

Document style

Pick a look and an accent color

A4 preview

Choose “Save as PDF” in the print window. Turn off “Headers and footers” for a clean page.

What to include

  • A clear statement that this is an estimate, not a fixed price.
  • Line items with quantity and rate, so the basis is visible.
  • Assumptions and anything not included.
  • How long the estimate is valid.

Common questions

What is the difference between an estimate and a quote?

An estimate is a best guess that can change. A quote is a fixed price you commit to. Use the Quote Builder when the price is firm.

How do I get a PDF?

Press “Print / Save as PDF” and choose “Save as PDF” in the print window.

Is the estimate stored anywhere?

Only in this browser, so you can come back to it. Nothing is uploaded.