How do I write a professional project estimate?

Scope the work into clear line items with quantities and rates, state the assumptions, and set deposit and payment terms. The generator structures all of that under your logo and exports a PDF that reads like it came from a firm.

What should a consulting estimate include?

Your branding, the client's details, itemized scope with prices, any discount, tax, the deposit required to start, validity period, and terms. Each has a place in the template, so nothing gets forgotten in the excitement of a new client.

Can I reuse an estimate for similar projects?

Yes. Save any estimate as a template with the client stripped out, and the next similar quote starts 80% finished: just add the client and adjust the specifics.

Does it support different currencies?

Yes. Set the currency per estimate, so international clients get quotes in their own money without spreadsheet gymnastics.

Is my client and pricing data uploaded?

No. Estimates are built in your browser, and your client list and rates stay on your device. An optional Premium sync can carry your estimates and templates across your own devices.

Consulting Estimate Generator

Build a clean, branded estimate your client will love — add deliverables, set rates, watch the live preview update as you type, then export a polished PDF. Everything stays in your browser.

☁ Cloud backup Premium only

1 Your business

Click or drop your logo
PNG or JPG · appears on the estimate

Company name

Your name

Email (optional)

Phone (optional)

Website (optional)

2 Client

Client company

Client contact

Client email (optional)

3 Estimate details

Project title

Estimate # (optional)

Estimate date

Valid until (optional)

Scope summary

4 Line items

Default rate for new items

5 Adjustments

Discount

Tax rate (%) (optional)

Deposit to start (optional)

6 Terms & notes

Payment terms (optional)

Footnote

Client names, rates, and scope never leave your device. Your draft auto-saves locally.

Open-source acknowledgements

Live preview · this is your PDF

About the Consulting Estimate Generator

The Consulting Estimate Generator helps independent consultants, agencies, and freelancers send polished, scoped project estimates without wrestling with a word processor. Capture the engagement scope, list out deliverables and hours, set your rate, and produce a clean PDF you can hand to a prospective client in minutes.

Everything runs in your browser — client names, hourly rates, and scope details never leave your device — so you can iterate on a draft as many times as you need before sending the final version.

What you can control

Your consultancy details, contact information, and optional logo
Client information, project name, and estimate validity dates
Line items for deliverables with hours, hourly rate, and per-item totals
Optional taxes, discounts, currency, and rounding
Scope-of-work narrative, assumptions, and exclusions
Payment terms, milestones, and notes
One-click PDF export ready for email or signature

Common uses

Quoting fixed-scope or time-and-materials engagements
Pitching retainer or phased consulting work to new clients
Documenting assumptions before signing a statement of work
Sending a polished follow-up after a discovery call

Tips

Spell out scope assumptions clearly — they protect you when the engagement evolves
Break deliverables into smaller line items so clients can see where the hours go
Include an expiration date to encourage timely sign-off
Pair the estimate with the Invoice Generator once the work begins

If you reuse the same scope template across clients, save a baseline PDF and tweak names, dates, and hours for each new prospect — it keeps your branding consistent and shortens turnaround.