Generate professional cost estimates with itemized services, clear pricing breakdowns, and terms that win client confidence.
Create a professional estimate for my [SERVICE_TYPE:select:consulting,design,development,construction,photography,writing,marketing,coaching,repair services,custom work] services. My business is [BUSINESS_NAME] and I specialize in [SPECIALIZATION]. The client has requested [PROJECT_DESCRIPTION], and based on our initial discussion, I need to provide a detailed cost estimate that demonstrates value while remaining competitive. For this project, the main deliverables include [KEY_DELIVERABLES], with an expected timeline of [TIMELINE]. My pricing approach is [PRICING_MODEL:select:hourly rate,fixed project fee,retainer,milestone-based,value-based] and my standard rate is [BASE_RATE]. Additional factors to consider are [SPECIAL_REQUIREMENTS?], and any materials or third-party costs will be approximately [ADDITIONAL_COSTS?]. Generate a complete, professional estimate document that includes a clear header with my business information and the client name [CLIENT_NAME], an itemized breakdown of all services and their individual costs, any applicable materials or expenses listed separately, the total investment with a summary of what is included, payment terms specifying [PAYMENT_TERMS:select:50% upfront and 50% on completion,full payment upfront,net 30,milestone payments,payment plan available], the validity period of this estimate, and a brief scope statement clarifying what is and is not covered to prevent scope creep. Format this as a ready-to-send document with professional language that conveys expertise and builds trust. Include a notes section for any assumptions made and space for the client to indicate acceptance. The tone should be confident yet approachable, making it easy for the client to say yes.
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Get Early AccessAn estimate gives potential clients a clear picture of what a project will cost before any work begins. It outlines the scope, pricing, timeline, and deliverables so both parties understand the commitment. Unlike a quote, which locks in a fixed price, an estimate provides a good-faith projection that may shift as project details evolve.
This prompt generates a professional estimate tailored to your [SERVICE_TYPE] and [SPECIALIZATION]. You define the [PROJECT_DESCRIPTION] and [KEY_DELIVERABLES], then choose a [PRICING_MODEL] that fits your business. Whether you charge hourly, per project, or by milestone, the template structures everything into a clean document your clients can review and approve.
Good estimates include four elements that most people skip. First, a clear scope boundary that tells the client what is and is not included. Second, a realistic [TIMELINE] with buffer for revisions. Third, transparent [ADDITIONAL_COSTS] listed separately so there are no surprises. Fourth, specific [PAYMENT_TERMS] that define when and how you get paid.
Use Dock Editor to format and customize your estimate before sending it to [CLIENT_NAME]. Related tools like the invoice template and quote template help you move from estimate to final billing once work is approved. Browse more financial tools in the #category:finance collection.
Enter your [BUSINESS_NAME] and [SERVICE_TYPE] to set the header. Add your [SPECIALIZATION] so the estimate speaks to your specific expertise. This context helps the prompt generate industry-appropriate language and line item categories.
Fill in [PROJECT_DESCRIPTION] with what the client needs done. List [KEY_DELIVERABLES] as specific outputs they will receive. Be precise here because vague deliverables lead to scope disputes later. Include what is excluded if that helps set boundaries.
Choose your [PRICING_MODEL] (hourly, fixed, milestone) and enter your [BASE_RATE]. Add any [ADDITIONAL_COSTS] for materials, travel, or third-party services. Set the [TIMELINE] with realistic dates that include buffer for client review and revisions.
Enter [CLIENT_NAME] for the recipient. Define [PAYMENT_TERMS] including deposit requirements, payment schedule, and accepted methods. Note any [SPECIAL_REQUIREMENTS] the client has communicated that affect scope or pricing.
Check that every deliverable has a matching cost line. Verify your math on subtotals, taxes, and the grand total. Confirm the timeline aligns with your current workload. Save the estimate with a unique number for tracking and send it to the client for approval.
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