How do you design estimate forms?


Quick Answer

Though the specific elements of the document may vary depending on the industry, the general process for designing an estimate form consists of creating a blank document in a word processing or spreadsheet program and adding sections for client names, tasks and individual costs. The form should also offer a total estimated cost for the project along with a description of the procedure.

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Full Answer

Begin creating an estimate form by considering the type of work for which you need the form, as it directly influences its contents. For example, if you operate a construction company, the form should have a section for materials, whereas a Web design firm would need sections for digital services or goods. After compiling a list of the common charges associated with the work, open a blank document in either a spreadsheet or word processing program. Word processing programs offer greater creative control and text formatting tools, whereas spreadsheet programs are able to automatically calculate totals.

Once you choose the program, begin by adding a section at the top for your company name and contact information, followed by an area for the client's name and address. Also add a section at the top of the form for an estimate identification number and the date. The body of the form should begin with a brief summary of the job; this description should be no longer than a few sentences. Beneath the description, create an area to enter each task or material necessary for the project, along with an estimate of the cost. End the form with a total estimation of time and price for the project.

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