The free template
- A clean CSV estimate for Excel or Sheets
- You send it, track it, and follow up yourself
- Approval happens over email, in a thread somewhere
- The invoice is a separate document you build later
Free estimate template for Excel and Sheets.
Add your business name, set a valid-until date, and download a clean estimate as a CSV that opens directly in Excel or Google Sheets. Free, instant, no signup.
No signup Instant download Works in Excel & Google Sheets
Your details
Valid for
Opens in Excel and Google Sheets. When the client approves, turn the estimate into an invoice with the free invoice generator.
The connected version
- Clients approve the proposal online — no PDF back-and-forth
- Approved proposals convert to invoices in one click
- Payment links and follow-up reminders built in
Y
Your business namePrepared for Client name
ESTIMATE| Description | Qty | Rate | Amount |
|---|---|---|---|
| Site visit and scope | 1 | $0 | $0 |
| Phase 1 — Preparation | 1 | $800 | $800 |
| Phase 2 — Main work | 1 | $2,400 | $2,400 |
| Cleanup and handoff | 1 | $300 | $300 |
Estimated total$3,500
Estimate only — final invoice reflects the approved scope.
01
Fill in two names
Your business and the client — the document updates live as you type.
02
Pick how long it's valid
Every good estimate expires. Tap 7, 14, 30, or 60 days and the date prints on the document.
03
Download the CSV
One click, a clean file that opens in Excel and Google Sheets with the scope rows ready.
The upgrade path
This file works once. Workspace369 makes it a workflow.
Workspace369 — the connected version
- Clients approve the proposal online, from the link
- Approved proposals convert to invoices in one click
- Payment links collect online; payment plans start on Specialist
- Follow-up reminders run on a schedule with automations
- Everything lands on the client record — status always visible
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
When you are ready to send the real thing, Workspace369 lets clients approve a proposal online and turns it into an invoice. Proposal software for consultants